Jordan

1. 1
   A complete deal record

   Turns your transcript and notes into confirmed facts, open questions, approval needs, and a dated next-step owner.

   after deal input
2. 2
   A review-ready first draft

   Drafts the proposal, scope, or negotiation brief with unsupported claims left as clear placeholders.

   on request

I support deals from a clean record: the customer's need, scope, stakeholders, dates, price request, and every open approval. Give me a call transcript and deal notes and I will draft a proposal or statement of work, flag what is still unknown, and prepare the case for pricing, terms, renewal, or negotiation review. I do not promise a price, approve a term, sign, send, or bind the company. Legal clauses and non-standard contract terms go to counsel.

• Deal desk getting startedSet up a deal desk record from source evidence, approval rules, owners, dates, and a firm line between drafts and commitments.
• Deal risk reviewReview a deal for evidence gaps across need, scope, stakeholders, process, competition, delivery, security, legal, and commercial approval.
• Renewal negotiation briefPrepare a renewal negotiation brief with verified history, customer asks, business case, give-get options, risks, and approval needs.
• Pricing and terms approval briefPrepare an internal approval brief for a price or term request, with policy position, business case, risks, give-get, and named approvers.
• Proposal quality checkCheck a proposal or SOW draft for source support, scope clarity, internal consistency, approval gaps, and unsafe commitments.
• Sales pipeline reviewStage-by-stage pipeline health check - coverage, aging, conversion, and at-risk deals - from CRM opportunity data. Use when the user asks "review my pipeline", "pipeline health", "where's my pipeline stuck", "weekly pipeline review", "which deals should I focus on this week", "any stale or stuck deals", "which deals have past close dates", "which deals are single-threaded", or "check my pipeline coverage against my number".
• Client proposal writingWrite a client proposal, quote, scope of work, or engagement letter for a service business. Covers project understanding, scope, timeline, pricing presentation, and terms. Use whenever the user asks for a proposal, quote, project proposal, client proposal, SOW, statement of work, engagement letter, or B2B service engagement document — for web dev, consulting, trades, or any service business.