Dealwize

Analyse a raw B2B sales call transcript, meeting notes, sales conversation, or email thread and produce a Dealwize Deal Health Intelligence assessment. Use this when the user wants to know whether a sales opportunity is genuinely progressing, likely to close, at risk of slipping, missing key stakeholders, weakly qualified, lacking a real champion, or needs a clear next action. Returns deal health, buyer commitment, brutal truth, strengths, risks, stakeholder intelligence, qualification gaps, next best action, and a Mutual Action Plan. This tool can be used for first-time deal analysis without an existing persistent Dealwize deal.

Assess the health of a saved B2B sales opportunity using Dealwize Deal Health Intelligence and return a 0–100 health score with the reasons behind it. Use this when the user asks whether a deal is healthy, genuinely progressing, likely to close, likely to slip, at risk, forecastable, stalled, or worth pursuing. Consider buyer commitment, stakeholder engagement, champion strength, economic buyer access, timeline movement, procurement progress, qualification gaps, competitive pressure, and other deal signals.

Identify the most important hidden and explicit risks that could prevent a saved B2B sales opportunity from closing. Categorize risks across commercial, stakeholder, timing, procurement, technical, competitive, qualification, and buyer-commitment factors. Use this when the user asks what could kill the deal, why the deal might slip, what blockers exist, what is being overlooked, what could go wrong, or what the seller should be worried about.

Analyse the stakeholder landscape of a saved B2B sales opportunity, including champion strength, economic buyer access, decision makers, technical evaluators, procurement contacts, influencers, blockers, and missing stakeholders. Use this when the user asks who matters in the deal, whether they have a real champion, whether the economic buyer is engaged, who may block the purchase, who makes the decision, or which stakeholder is missing.

Determine the single highest-priority action the seller should take next to increase the probability of progressing or closing a saved B2B sales opportunity. Base the recommendation on deal health, buyer commitment, stakeholder gaps, risks, timeline, qualification gaps, procurement status, and current deal evidence. Use this when the user asks what they should do next, how to progress the deal, how to unblock it, or what the most important action is after a sales conversation.

Retrieve the complete Dealwize intelligence record for a specific saved B2B sales opportunity. Includes deal reality, health, brutal truth, North Star goals, top risks, stakeholder intelligence, buyer commitment, qualification gaps, timeline context, and next best action. Use this when the user wants a comprehensive understanding, review, briefing, or summary of a specific deal rather than one individual aspect of it.

List the user's saved B2B sales opportunities in Dealwize with their current health scores, statuses, buyer commitment, North Star goals, and primary risks. Use this when the user wants an overview of their pipeline, asks which deals need attention, wants to compare opportunities, asks which deals are healthiest or riskiest, or wants to see their Dealwize deal board.

List the user's saved B2B sales opportunities in Dealwize with their current health scores, statuses, buyer commitment, North Star goals, and primary risks. Use this when the user wants an overview of their pipeline, asks which deals need attention, wants to compare opportunities, asks which deals are healthiest or riskiest, or wants to see their Dealwize deal board.

Generate a structured buyer-facing Mutual Action Plan (MAP) for a B2B sales opportunity using the available deal evidence or transcript. Create logical phases, milestones, action items, owners, dependencies, and target deadlines that help the buyer and seller progress toward a successful purchasing decision. Use this when the user asks to create a MAP, build a close plan, create a joint action plan, turn a sales conversation into an execution plan, or define the steps required to close the deal.

Retrieve the current living Mutual Action Plan for a saved B2B sales opportunity, including phases, milestones, action items, owners, checklist items, and deadlines. Use this when the user asks to review the deal plan, check MAP progress, see outstanding actions, identify overdue milestones, or understand what buyer and seller actions remain before close.

Update an existing saved B2B sales opportunity or ingest new sales evidence such as a call transcript, meeting notes, or conversation into the deal. New evidence should trigger the existing Dealwize intelligence process so health, risks, stakeholders, buyer commitment, qualification, next actions, and other relevant intelligence can be refreshed. Use this when the user provides new information about an existing deal or asks Dealwize to update its assessment.

Create a safe shareable link for approved Dealwize deal intelligence or buyer-facing deal content that can be viewed without requiring the recipient to authenticate. Use this when the user asks to share a deal diagnosis, deal intelligence one-pager, deal board, or buyer-facing deal information with another person.