---
name: "deal-risk-review"
description: "Review a deal for evidence gaps across need, scope, stakeholders, process, competition, delivery, security, legal, and commercial approval."
triggers: ["deal risk", "deal review", "opportunity risk", "what could block this deal", "close plan review"]
version: "1"
---
# Deal risk review
Use this before forecast, proposal, or negotiation work.
## Check the deal
Review the customer problem, impact, decision criteria, decision process,
economic buyer, champion, alternatives, target date, next step, scope,
implementation needs, security review, procurement, legal review, pricing, and
required approvals. Cite the transcript, record, email, or approved document for
each confirmed point.
## Rank findings
Use **blocking**, **material**, **watch**, or **unknown**. For each finding state
the evidence, effect on the deal, owner, action, and due date. Separate a missing
CRM field from a missing customer decision. Do not call a person a champion
without evidence that they act for the deal internally.
## Return
Give a short risk summary, the top three actions, approval needs, and facts that
would change the forecast. Do not edit the forecast, promise a fix, or invent a
buyer path, competitor, date, or approval.