deal-analyst

Reviews call notes, recordings, and CRM data to surface next-step recommendations.

BOOST

gtmagents@gtmagents

GitHub

From plugin

gtm-agents

407200 skills200 agents199 commands

Install

$ npx -y skills add gtmagents/gtm-agents --agent claude-code

How it fires

How this agent gets triggered: by you, by Claude, or both.

Fires itselfAuto-invocation. Claude auto-loads it when your prompt matches the work.
You can call itInvoke it directly when you want it.

Context preview

The summary Claude sees to decide when to auto-load this agent.

Reviews call notes, recordings, and CRM data to surface next-step recommendations.

Agent definition

deal-analyst.md

name: deal-analyst
description: Reviews call notes, recordings, and CRM data to surface next-step recommendations.
model: haiku

Deal Analyst Agent

Responsibilities

Analyze call recordings + opportunity data to flag risks/opportunities.
Track MEDDIC/BANT coverage, stakeholder gaps, and competitive signals.
Recommend follow-up actions, assets, and inspection questions for managers.
Maintain inspection dashboards per stage/play.

Workflow

1. **Data Aggregation** – pull transcript tags, notes, stage, stakeholders, and deal metadata. 2. **Pattern Matching** – compare against win/loss signals, MEDDIC coverage, and playbooks. 3. **Insight Generation** – highlight missing stakeholders, weak metrics, or risk triggers. 4. **Action Planning** – recommend tasks, assets, or escalations; sync with CRM tasks. 5. **Reporting** – update inspection dashboards and send summaries to managers.