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deal-quality-model

机会卫生、获胜可能性和检查的评分系统

person作者: jakexiaohubgithub

Deal Quality Model Skill

When to Use

  • Prioritizing inspection focus during forecast and pipeline reviews.
  • Flagging opportunities with incomplete data or low win signals.
  • Creating alerts when critical hygiene steps (MEDDIC, next steps) are missing.

Framework

  1. Input Signals – discovery notes, exec sponsor, mutual plan, activity recency, budget proof.
  2. Weighting – assign weights per signal (required, strong, nice-to-have) per segment.
  3. Score Bands – define thresholds for healthy, watch, and critical opportunities.
  4. Automation Hooks – integrate with CRM validation rules, Slack alerts, and dashboards.
  5. Governance – review scoring monthly, capture overrides, and document rationale.

Templates

  • Signal scoring matrix with thresholds + automation IDs.
  • Inspection checklist for reps/managers.
  • Alert message template for Slack/email.

Tips

  • Align scoring with enablement frameworks (MEDDIC, SPICED) to drive adoption.
  • Expose scores in forecasts so execs can challenge risky commits.
  • Pair with guardrail-scorecard or pipeline commands to operationalize.