Skills

Deal qualification skills

Agent skills for pipeline work: qualification frameworks, objection handling, competitor positioning and pricing guardrails.

Qualify a lead against our ICP

Qualification is a claim about evidence, not a score: a deal is qualified when every criterion has a source you can quote, and unevidenced criteria are named rather than filled in optimistically.

DealsProspectingCRM/meddicc

Run a pipeline review

A pipeline review is useful in proportion to how uncomfortable it is: the job is to find the deals that are slipping quietly, not to narrate the ones everybody already knows about.

DealsCRMAccount executives/meddicc

Handle a pricing objection

A pricing objection is almost never about price: it is a value problem, a comparison to something cheaper that does less, or an internal conversation the buyer has not told you about yet.

DealsAccount executivesCoaching/objection-handling

Position against a competitor

Competitive positioning works when you concede what is true first: naming what a competitor does well buys credibility for everything after it, and the buyer already knows anyway.

DealsAccount executivesProspecting/competitor-positioning

Build a proposal that survives procurement

A proposal is read by people who were on none of the calls, so it has to open with what the buyer told you, in their words — get that visibly right and it buys the read for everything after it.

ProposalsDealsAccount executives/proposal-structure

Pull salesforce opportunity context

Pulling opportunity context is a summarisation problem with a trap: the useful answer is what changed and what is missing, not a recitation of fields the reader can already see.

SalesforceCRMDeals/meddicc

Forecast your quarter from pipeline data

A forecast is a claim about evidence, so the useful output is not a number but a split: what is evidenced, what rests on an assumption, and which single deal moves the quarter most if it slips.

DealsCRMAccount executives/meddicc

Keep your pricing guardrails

Guardrails matter more than limits: the rule that protects a deal is not the maximum discount but the requirement that no number, term or date is ever committed without a human.

DealsAccount executivesProposals/pricing-guardrails

Re engage a stalled deal

A stalled deal is rarely revived by a check-in: it needs a reason for the buyer to spend attention now, which means new information rather than a reminder that you are still here.

DealsEmailAccount executives/objection-handling

Frequently asked questions

Which qualification framework should I use?

The one your team already argues in. MEDDICC, SPICED and BANT all work as skills — what matters is that the criteria are written down once rather than re-litigated per deal.

Can a skill stop a deal advancing?

It can define the exit criteria for a stage, so an agent reports a deal as unqualified rather than optimistically advancing it. Enforcement still lives in your pipeline rules.

Do deal skills need CRM access?

Most do not. A qualification framework is pure method — it tells the model what evidence to demand, and the agent's existing tools supply the data.

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