/sales-deal-summary
Generate a quick deal summary from Attio CRM data and recent communications. Use for pipeline reviews, forecasting, or updating leadership on a deal.
Sales Deal Summary
Pull together a deal snapshot from CRM and comms.
Usage
/sales-deal-summary [company name]
Step 1: Pull Data
Attio CRM
- Company record (industry, size, subscription status)
- Deal record (stage, value, close date, confidence, owner)
- Associated people and their roles
- Activity timeline
Gmail — Recent Threads
gws gmail users messages list --params '{"userId": "me", "q": "[company name]", "maxResults": 15}'
Read recent emails for context on deal momentum.
Calendar
Check for scheduled meetings — are they still engaged?
Step 2: Generate Summary
[Company] — Deal Summary
| Field | Value |
|---|---|
| Stage | [current stage] |
| Deal Value | [amount] |
| Close Date | [target] |
| Confidence | [%] |
| Owner | [name] |
| Days in Stage | [count] |
Key Contacts - [Name] — [Title] — [Champion/Decision Maker/Blocker]
Deal History - [Timeline of key milestones: first contact → demo → proposal → etc.]
Current Status - [2-3 sentences on where things stand right now]
What's Needed to Close - [Specific blockers or next steps]
Risk Factors - [Competitor eval, budget cycle, champion leaving, ghosting, etc.]
Momentum Indicator: 🟢 Moving / 🟡 Stalled / 🔴 At Risk - [One sentence justification]
Source: ~/.claude/skills/sales-deal-summary/SKILL.md