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    Commercial Deal Integrity Analyst

    1

    Audit B2B deals for hidden margin risks, unpriced scope, and concession stacking before you sign.

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    Commercial Deal Integrity Analyst

    Commercial Deal Integrity Analyst

    Example session with this skill installed

    Analyze this deal: $200k SaaS license, 20% discount applied. SOW mentions 'unlimited custom integrations' but implementation fee is fixed at $10k. 90-day payment terms requested.

    • Read your context and instructions
    • Compiled the commercial deal integrity

    I have completed the commercial integrity review for the proposed $200k SaaS license deal. The analysis reveals significant margin risk in the implementation scope and cash flow exposure.

    Commercial Deal Integrity Review

    CategoryStatusDetails
    Executive DiagnosisREVIEW REQUIREDHigh risk of margin erosion via unpriced professional services.
    Deal SnapshotCALCULATEDNet License: $160,000
    Concession StackSUPPORTED20% License Discount + Net 90 Terms + Unlimited Integrations.
    Scope ExposureCONFLICTED'Unlimited integrations' in SOW contradicts the $10k fixed fee (approx. 40 hours).
    Cash ExposureBLOCKINGNet 90 terms create a 120-150 day cash gap from deal start to collection.
    Margin AssessmentINFERREDEstimated 15-20% margin reduction due to unpriced service commitments.

    Commercial Risk Register

    1. Unpriced Scope (High): 'Unlimited' integration commitment creates uncapped delivery cost.
    2. Payment Lag (Medium): Net 90 exceeds standard company policy of Net 30/45.

    Stacked Concessions (Medium): Combining aggressive discounting with favorable customer terms without a 'Get' in return.

    Negotiation Give-Get Matrix

    • Give: Maintain 20% discount. Get: Reduce payment terms to Net 45.
    • Give: Keep $10k fixed fee. Get: Cap integrations at 3 specific workflows.
    • Give: Maintain Net 90 terms. Get: Remove license discount to list price.

    Next steps

    • Update SOW Section 4.2 to replace 'unlimited' with a specific number of supported integrations.
    • Request a revision of payment terms to Net 45 or apply a 2% finance surcharge for Net 90.
    • Re-run the Margin Exposure check once service hours are capped.

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

    About this skill

    The Problem

    B2B deals often hide margin-killing concessions and scope gaps across messy email chains, fragmented SOWs, pricing documents, and CRM notes. Sales teams can unintentionally stack discounts or commit to unpriced delivery obligations that only become visible after the deal is signed.

    What It Does

    Audits pricing against scope to identify unpriced commitments, implementation exposure, and potential resource leaks.

    Analyzes concession stacking to reveal the cumulative commercial impact of discounts, free services, extended payment terms, price locks, and other concessions.

    Cross-references CRM notes, SOWs, proposals, and order forms to identify contradictions in commercial terms.

    Evaluates payment terms and cash exposure to highlight potential working-capital risks.

    Identifies hidden delivery, support, SLA, integration, customization, and renewal commitments.

    Generates a professional Negotiation Give-Get Matrix to prepare for procurement and final negotiation rounds.

    Produces a pre-signature Approval Gate highlighting blockers, conditions, information gaps, and unresolved commercial risks.

    Why This Beats Prompting It Yourself

    General-purpose LLMs can overlook subtle commercial contradictions, scope expansion, stacked concessions, and numerical inconsistencies.

    Commercial Deal Integrity Analyst uses a structured evidence-first methodology. It separates confirmed facts, calculations, assumptions, inferences, unknowns, and conflicts so decisions are not based on fabricated margins, unsupported costs, or unverified assumptions.

    Every important commercial finding is connected to the supplied evidence, while missing information is explicitly identified instead of being guessed.

    Use Cases

    Perform a pre-signature audit of complex multi-year SaaS contracts and commercial proposals.

    Review implementation SOWs for hidden resource commitments and scope expansion.

    Analyze heavy discount requests and stacked concessions.

    Identify payment and cash-exposure risks before committing to unfavorable terms.

    Audit renewal terms for price-lock and future commercial exposure.

    Compare proposal, SOW, CRM, and email information for commercial contradictions.

    Prepare negotiation positions using a structured Give-Get framework.

    Known Limitations

    This skill provides analytical decision-support guidance only. It does not provide legal, tax, accounting, investment, or financial advice.

    It does not independently verify external information, contractual enforceability, market data, customer claims, or internal company policies. Analysis is based on the information supplied in the input.

    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 deal documents or CRM data as input. Does not verify external legal standing or provide formal accounting audits. Status limited by the quality of provided evidence.

    How to use

    1. 1

      Connect your agent to the Agensi MCP

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    Listed1 month ago

    What's inside

    Frequently Asked Questions

    The analyst audits fragmented deal data (emails, SOWs, CRM notes) to identify margin risks like concession stacking, unpriced scope, and commercial contradictions that human reviewers often miss.

    The skill is compatible with leading AI platforms like ChatGPT, Claude, and specialized enterprise AI agents that support document uploads and multi-file analysis.

    You receive the optimized agent configuration, a structured data ingestion framework, and a guide on how to securely feed multi-source deal documents for the most accurate audit results.

    No complex technical setup is required; simply import the provided skill configuration into your preferred AI agent environment and you can immediately begin uploading deal documents.

    Yes, buyers receive lifetime access to all future updates, ensuring the analyst stays optimized for the latest AI model versions and evolving B2B procurement trends.

    The skill excels at processing multi-source data, including PDF SOWs, Excel pricing sheets, CRM export text, and email conversation threads to provide a holistic view of the deal.

    New in Sales & Lead Gen