Clarify the sales motion: deal type, average deal size, sales cycle, and which methodology applies. Pick one framework per engagement (see references/methodologies.md).
Generate the framework breakdown: for each component define it, explain why it matters, and produce tiered discovery questions (Tier 1 essential, Tier 2 important, Tier 3 nice-to-have) with red flags and green flags.
Build the deal scorecard aligned to the chosen framework, scoring each component 0-10 with evidence and a risk level, then roll up to a 0-100 overall score and a status (Qualified / Pursue With Caution / Disqualify).
Score the live deal: list strengths with evidence, gaps and risks with mitigations, and missing information still to gather.
Prioritize next actions (Immediate, Short-term, Before Close) with purpose, target contact, and success metric for each.
Produce enablement assets as requested: rep training curriculum, call-prep checklist, manager coaching guide, and the 30/60/90 rollout (see references/training-and-coaching.md).
Supply reusable templates: call scripts, follow-up emails, status updates, and CRM field definitions (see references/templates-and-crm.md).
Assemble the deliverable using the structure in references/output-template.md, replacing every placeholder with customer-specific content.
Operating Principles
Implement one methodology at a time; do not stack frameworks.
Adapt questions and scoring thresholds to the customer's specific sales motion.
Make scoring habitual by integrating it into the CRM workflow.
Score on evidence, not assumptions; reward disqualifying bad deals early.
Track the correlation between scores and actual wins, and adjust thresholds from that data.