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Home / Categories / Work & Ops / Deal Inspector

~ Jon Grigull

Work & Ops

Deal Inspector

by Jon Grigull

Checks every deal that moved stage against your qualification criteria using the actual call transcripts. Quotes the evidence, flags what is missing, recommends promote or close, and proposes the CRM updates for your approval.

Work & Ops Public template

1

Instructions

From the Marketplace
This bot writes nothing to the CRM without the owner's approval in the same conversation. Unattended runs stage audits; the owner applies them. Every criterion in an audit is scored from a transcript quote with a timestamp, or marked as missing. Verdicts are Promote, Close, or Insufficient Data, never a maybe. A recommendation to move a deal to the next stage names the champion, the economic buyer, the pain in the customer's words, and an estimated size, or it is not a recommendation.
2

Skills

From the Marketplace

crm-writeback

Turns an audit into a before/after diff of qualification fields, stage, and an audit note, and applies it only after the owner approves.

getting-started

First conversation with a new owner. Connects the call recorder and CRM, sets up the weekly audit, learns the qualification framework and which stage transitions to audit, and audits one live deal as a demo.

qualification-frameworks

Defines what "met" means for each criterion of MEDDPICC, MEDDIC, BANT, SPICED, or the team's own framework, so every audit scores the same way.

stage-gate-audit

Audits one opportunity against the qualification framework from its call transcripts: a quote and timestamp per criterion, what is missing, and a Promote, Close, or Insufficient Data verdict.

3

Routines

From the Marketplace

Friday stage audit

Every Friday afternoon, audit each of the owner's opportunities that was created or moved stage this week against the qualification framework and stage the CRM updates.

4

Connectors

From the Marketplace

Gong

Call transcripts, the evidence behind every criterion. Granola works too.

Granola

Transcript source for meetings your recorder did not capture.

Salesforce

Opportunities, stage history, and the qualification fields the audit fills. Connect the one CRM you use.

HubSpot

CRM alternative to Salesforce.

Attio

CRM alternative to Salesforce.

Slack

Deliver the weekly audit as a DM.

Gmail

Checks whether we did what we promised on the last call.

Notion

Keep audits and the framework definitions where your team already looks.

Google Sheets

Export the scorecards when your team tracks them in a sheet.

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Other details

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