Deal Risk Scorer
See which deals are in trouble before your pipeline review
Multi-threading depth, engagement velocity, champion stability, and stage tenure — combined into a single risk score per deal. Spot trouble at a glance instead of discovering it too late in a 1:1.
INGREDIENTS
PROMPT
Create a skill called "Deal Risk Scorer". For every open deal above [minimum value], calculate a risk score 1-10 based on: multi-threading depth (how many contacts engaged), engagement velocity (increasing/decreasing activity), champion status (still engaged? still at the company?), stage tenure (how long in current stage vs. average), competitive presence (competitors mentioned), and next-step adherence (are scheduled next steps being completed?). Flag deals scoring 7+ with specific risk reasons and recommended interventions. Track risk score trends over time. Alert me immediately if a champion at any deal > $50K changes jobs. Weekly team risk heatmap for pipeline review.
How It Works
The skill analyzes every open deal across multiple risk dimensions and produces a
composite score. High-risk deals get flagged with specific reasons and recommended
actions. You see the full risk picture before your pipeline review, not during it.
What You Get
- Composite risk score (1-10) per deal based on multiple signals
- Risk dimension breakdown: multi-threading, engagement velocity, champion status, stage tenure, competitive presence
- Champion change alerts: job changes, org restructures, reduced engagement
- Recommended actions per flagged deal
- Risk trend tracking: is this deal getting safer or riskier over time?
- Team-level risk heatmap for pipeline reviews
Setup Steps
- Connect CRM, email, and calendar data
- Define your risk weights (what matters most for your sales cycle?)
- Set alert thresholds (e.g., alert on deals > $50K with risk score > 7)
- Calibrate using recently closed-lost deals as training data
Tips
- Single-threaded deals above $100K should always be flagged regardless of other signals
- Champion engagement declining week-over-week is the strongest early warning signal
- Review risk scores in your 1:1s, not just pipeline reviews
- Historical calibration improves over time — feed back closed-lost data quarterly