Claude skill · Pipeline and forecast
MEDDPICC deal review with a premortem
Deal review checks one deal against MEDDPICC and marks each part as evidenced, assumed or unknown, finds where it could stall, runs a premortem ("it is three months later and we lost: why?") and gives the three actions that most raise the chance to win.
Claude Code/plugin marketplace add revops-lab/agents/plugin install pipeline@revopslab
What does Deal review do?Deal review checks one deal against MEDDPICC and marks each part as evidenced, assumed or unknown, finds where it could stall, runs a premortem ("it is three months later and we lost: why?") and gives the three actions that most raise the chance to win.
What you get
- A one-line verdict: on track, at risk or not real
- MEDDPICC (or your methodology) with the evidence for each letter, read from and written back to HubSpot after approval
- Stall risks
- Three premortem stories
- Three actions with owners and dates
What it asks you
Only what your website, CRM and company context cannot answer.
- What is the next step, and has the buyer agreed to it with a date?
- Who have you not met yet?
The method
MEDDPICC plus a premortem
Forrester found 86 percent of B2B purchases stall. "Assumed" is the most dangerous answer because it feels like knowledge. Imagining the loss has already happened (Gary Klein’s premortem) surfaces risks while there is time to act.
The research behind it: The JOLT Effect, MEDDICC and MEDDPICC, The premortem, Buying groupsReads these HubSpot fields
The skill names each field and its internal name, and checks them with HubSpot first. It proposes before it writes anything.
- Deal stage
- Amount
- Close date
- Forecast category
- Next step
- Last activity date
- Next activity date
- Number of associated contacts
- Time in current stage