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    AI Sales Call Deal Coach

    1

    Analyze B2B sales transcripts to score rep performance, identify deal risks, and extract evidence-based buyer signals.

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    AI Sales Call Deal Coach

    AI Sales Call Deal Coach

    Example session with this skill installed

    Analyze this transcript from a discovery call with Acme Corp. Evaluate the seller's discovery quality and identify any missed opportunities regarding their budget and timeline.

    • Read your context and instructions
    • Compiled the ai sales call

    I have analyzed the discovery call transcript between the Account Executive (AE) and Acme Corp. The analysis focuses on evidence-based buyer signals and qualification gaps.

    Sales Call Diagnosis: Acme Corp Discovery

    DimensionScoreEvidenceInterpretation
    Discovery Quality65/100AE identified the 'manual data entry' pain but failed to ask about the business impact of errors.Good surface-level discovery; lacked depth on financial implications.
    Urgency40/100Customer mentioned "looking for solutions," but no specific compelling event was identified.Weak urgency; the timeline appears flexible rather than driven by a deadline.
    Objection Handling80/100AE successfully addressed the security concern by citing the SOC2 Type II compliance.Strong technical reassurance; moved the conversation forward effectively.

    Missed Opportunities

    Unquantified Pain: The buyer mentioned losing "hours every week" to manual processing. The AE did not ask for a specific headcount or hourly cost to build a business case.
    *

    Budget Silence: The topic of budget was never introduced. There is zero evidence regarding available funds or the procurement process.
    *

    Decision Authority: The contact mentioned "the team" needs to see it, but the AE didn't identify the economic buyer or the specific stakeholders in that team.

    Deal Risk Assessment

    • Risk: Missing Timeline/Budget. Level: High. No evidence of a confirmed go-live date or allocated spend.
    • Risk: Single-threaded. Level: Moderate. Only one contact (Product Manager) has been engaged so far.

    Next-Best Actions

    1. Priority: High. Schedule a follow-up to map the buying process and identify the Budget Holder.

    Priority: Medium. Send the ROI calculator to the PM to help them quantify the "hours lost" mentioned in the call.

    Next steps

    • Review the draft follow-up email below to ensure it aligns with your specific account strategy.
    • Schedule a 15-minute sync with the AE to coach them on quantifying business impact.
    • Update the CRM with the identified SOC2 requirement to clear the technical hurdle.

    Connects securely to your tools. The creator never sees your data.

    About this skill

    The problem

    Sales managers and RevOps analysts often struggle to see the truth behind bloated CRM data. Missing fields, stale close dates, and "happy ears" forecasting lead to missed targets and wasted resources on deals that won't close.

    What it does Analyzes raw CRM exports and opportunity data to diagnose pipeline health and forecast credibility. Scores individual deals across ten dimensions like ICP fit, buying authority, and momentum to prioritize sales effort. Identifies stalled or high-risk opportunities by flagging inactivity, single-threading, and qualification gaps. Calculates weighted forecasts and scenario-based estimates (Conservative, Base, Upside) without fabricating probabilities. Generates concrete "Next-Best Actions" for sellers to mitigate risks or advance stalled negotiations. Why this beats prompting it yourself

    General-purpose prompts often hallucinate missing data or offer generic sales advice. This skill enforces strict mathematical integrity, distinguishes between facts and assumptions, and uses a structured scoring rubric that refuses to guess values for missing CRM fields.

    Use cases Weekly pipeline reviews to identify which deals require immediate leadership intervention. Monthly forecast audits to validate the accuracy of rep-submitted close dates and probabilities. Sales coaching sessions to provide reps with objective evidence of qualification gaps. CRM hygiene cleanup by highlighting data inconsistencies and missing decision-maker information.

    Find more skills like this on the Claude Skills Marketplace, the Codex Skills Marketplace and the Gemini Skills Marketplace, or browse Claude Skills for Sales & Lead Gen.

    Requires text-based inputs like transcripts or meeting notes. Does not support audio files directly. Reliability depends on the quality of the provided transcript.

    How to use

    1. 1

      Connect your agent to the Agensi MCP

      Copy the prompt and paste it into Claude, ChatGPT, Cursor or any agent that supports MCP. It sets up the connection for you. Manual setup

    2. 2

      Sign in to Agensi

      Your agent shows a sign-in link. Sign in and click Allow.

    3. 3

      Ask for what you need

      Your agent loads this skill and uses it on your task. It always asks before buying a skill.

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    Listed2 months ago

    What's inside

    Frequently Asked Questions

    This skill uses a structured 10-dimension rubric to objectively score pipeline health, identifying hidden risks like single-threading or 'happy ears' that standard CRM dashboards often miss.

    You will receive the proprietary AI agent configuration, detailed scoring logic for the 10 deal dimensions, and a guide on formatting your CRM exports for optimal analysis.

    The skill is designed for compatibility with leading AI agent platforms and large language models; simply import the configuration into your preferred environment to get started.

    Setup is straightforward: export your raw opportunity and transcript data as a CSV or text file, then feed it to the agent to begin generating risk reports and forecasts.

    The skill is built with strict mathematical integrity to ensure it only analyzes available evidence, flagging missing data as a risk rather than hallucinating or guessing values.

    Purchasers receive lifetime access to the version at the time of buy, including any minor performance tuning updates released to ensure the scoring logic remains accurate.

    New in Sales & Lead Gen