deal-red-flags
Deal Red Flags
Review the written record of a single deal - call notes, opportunity-record text fields, CRM activity log entries, email threads - and surface qualification red flags with the evidence behind each one. Free-text notes are lossy, so silence in the notes is not the same as a confirmed problem.
Grade every flag on two independent axes, never collapsed into a single score:
- Severity: how much damage the risk does to this deal if it is real.
- Confidence: how the notes evidence it.
A high-severity but poorly evidenced gap is escalated differently from a low-severity but certain one. The most common and most useful verdict is Unknown - the notes say nothing either way - because it converts a note gap into a question for the next call. A structured scorecard cannot produce Unknown honestly, since its input is already structured; that asymmetry is this skill's whole reason to exist.
Hard rules, not suggestions:
- Every finding graded Verified or Assumed must quote the exact fragment of the notes it came from. A finding with no quotable evidence is by definition Unknown.
- Every flag has a specific piece of disconfirming evidence that clears it. Check for it before recording a risk, so the review is not a one-way ratchet where every deal looks doomed.
Use this, or use a sibling
Use this skill when the user has the written notes of one deal and wants its risks surfaced from the prose. Use something else when: