# Inspect a deal to find the real risk before I commit it

A structured deal inspection that tests evidence behind each qualification element and tells you whether the deal belongs in commit.

- Topic: Sales
- Framework: RTF
- Level: Standard
- Tags: Fill-in Template
- Source: https://www.thinkwithprompt.com/prompts/inspect-a-deal-to-find-the-real-risk-before-i-commit-it

## Prompt

```text
Help me inspect one deal before I put it in my commit forecast.

**Deal:** [ACCOUNT, amount, product, current stage, close date]
**Qualification method we use:** [e.g. MEDDICC, BANT, SPICED, or "none"]
**What the rep has told me:** [paste notes, CRM fields, or call summary]
**Buyer activity so far:** [meetings held, who attended, last contact date, next step booked]
**Paper process:** [legal, security, procurement status]
**Close date history:** [how many times it has moved]

For each element of my qualification method (if I said "none", use metrics, economic buyer, decision criteria, decision process, paper process, pain, champion, competition):
1. Rate the evidence: Verified (buyer said or did it), Claimed (rep belief), or Unknown.
2. Quote or point to the evidence I gave you. If there is none, mark it Unknown. Do not fill gaps with assumptions.

Then check for common commit traps: no meeting with the economic buyer, no agreed next step with a date, close date moved 2+ times, procurement not started within 30 days of close, single-threaded with one contact, and a close date driven by our quarter rather than the buyer's event.

Return:
- A table: Element | Evidence | Rating | Gap.
- A verdict: Commit / Best case / Pipeline, with a one-paragraph reason.
- The 5 questions I should ask the rep in our next conversation.
- 3 actions that would most raise confidence this week, each with an owner.
```

## What to fill in

- ACCOUNT, amount, product, current stage, close date
- e.g. MEDDICC, BANT, SPICED, or "none"
- paste notes, CRM fields, or call summary
- legal, security, procurement status
- how many times it has moved

Free to copy and use. From ThinkWithPrompt (https://www.thinkwithprompt.com/), a library of 2,663 curated AI prompts.