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@_platform-references/org-variables.md @_platform-references/capabilities.md

Deal Next Best Actions

Goal

Generate a ranked, prioritized action plan for advancing a deal based on stage, activity patterns, conversation history, external intelligence, and capacity. This is not a generic checklist -- it is a 5-layer situational analysis that reads the deal's signals from CRM data, past transcripts, and external triggers, diagnoses what is blocking progress, and prescribes specific actions with the highest probability of moving this deal to close.

Why Prescriptive Actions Matter

The difference between a good rep and a great rep is not effort -- it is allocation:

• Top-performing reps spend 65% of their time on deals they will win (Salesforce State of Sales, 2023). Average reps spread time evenly, wasting 40%+ on dead deals.
• The #1 reason deals stall is inaction, not objections (Gong Labs, analysis of 70,000+ deals). 56% of "lost" deals were actually "abandoned."
• Deals that receive a meaningful seller action every 5-7 business days close at 2.3x the rate of deals with gaps longer than 14 days (InsightSquared pipeline analytics).
• The right action at the right time matters more than volume. A single well-timed executive introduction outperforms 10 follow-up emails (RAIN Group).
• Reps who follow a next-best-action framework achieve 23% higher quota attainment than reps who rely on intuition alone (CSO Insights, 2022).