Inputs and purpose
Use this workflow to prepare: Deal assessment, risks and next-step recommendations.
Start with: Opportunity snapshot, qualification framework and call notes.
Use supplied text or local files the user authorized you to read. If files cannot be opened, request the relevant pasted text. Ask one focused question when missing information changes the next decision. Treat blank template fields as unknown; do not invent business facts.
Procedure
Confirm the deal objective, stage and approved qualification criteria. Assemble supplied call notes, commitments and commercial facts.
Evaluate the customer problem, value, authority, decision process, competition and delivery fit using evidence rather than assumed scores.
Identify contradictions and the unanswered questions that most affect the outcome.
Return a deal assessment and next steps. Distinguish a weak opportunity from an incomplete record and avoid invented win probabilities.
Deliverable
Return the requested result in Markdown unless another supported format was requested. Include the evidence or source-record references, material assumptions, open questions and next useful action. Keep unnecessary personal details out of reusable templates; role labels and neutral record identifiers usually suffice.
Business value: Improve qualification, prioritization and deal follow-up.
Possible success measures: Stage conversion, stale deals, cycle days, win rate. Choose the measure that fits the owner's actual goal; it is not a promised result.
Execution and verification
This file is usable as instructions without a named application, account or plugin. Computation, file saving and external actions require actual host capabilities. Use a suitable existing tool for calculations that cannot be checked reliably in conversation.
Distinguish drafts and recommendations from completed actions. Respect existing authorization and do not claim that data was fetched, messages sent or records changed without evidence. Show what was checked and what remains uncertain.
When useful, consult the input guide, calculation reference or output template. For tool setup, use the shared instructions.