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Found 3 Skills
When the user wants to analyze deal outcomes, conduct win/loss reviews, audit pipeline health, or improve deal inspection processes. Also use when the user mentions "win/loss analysis," "deal review," "pipeline audit," "why we lost," "deal inspection," "sales review," "forecast review," or "deal post-mortem." For ongoing deal documentation, see deal-documentation. For sales analytics, see sales-analytics.
When the user wants to optimize their sales process, improve deal flow, reduce friction in the buying journey, or streamline qualification steps. Also use when the user mentions "sales process," "deal flow," "sales funnel optimization," "buyer friction," "sales cycle reduction," "process efficiency," "deal progression," or "conversion optimization." For building playbooks, see sales-playbook-scaling. For CRM documentation, see deal-documentation.
Structure and draft a Confidential Information Memorandum for sell-side M&A processes. Organizes company information into a professional, investor-ready document with consistent formatting and narrative flow. Use when preparing sell-side materials, drafting a CIM, or organizing company data for a sale process. Triggers on "CIM", "confidential information memorandum", "offering memorandum", "info memo", "draft CIM", or "sell-side materials".