Deal notes risk review

Read the notes on open deals and flag the ones at risk before the forecast call.

Run this on your file Download the template CSV

Columns to upload

Name the columns in your CSV like this. Extra columns are fine: every column of the row is sent with the questions.

Column	What it holds
`deal`	Deal name
`stage`	Pipeline stage
`amount`	Deal amount
`notes`	Latest call or meeting notes

Questions

Each question adds a column to your file. The answer is one of the listed values, or Unsure when the model's confidence is below the cutoff: 70% for pick-one and scale questions, 80% for yes or no.

New column	Question	Possible answers
`risk`Scale	How likely is this deal to slip or be lost, from the notes?	low next step booked, no open objection medium an open objection, or no date for the next step high comparing a competitor, or no next step at all Lowest to highest
`objection`Pick one	What is the main objection in the notes?	price Cost or budget timing Not the right time, delayed product Missing feature or fit authority Needs someone else to approve competitor Considering another vendor none No objection recorded
`next_step`Yes or no	Do the notes record a next step with a date?	yes They record a next step and a date no They record no dated next step
`competitor_named`Yes or no	Do the notes name a competing vendor?	yes They name a competitor no They name none

Example row

Column	Value
`deal`	Harbor Wines - annual
`stage`	Proposal
`amount`	18000
`notes`	Liked the demo. CFO wants to compare with CellarSoft before signing. No date set for next call.

Answers from a test run on this row

Column	Answer	Confidence
`risk`	high: comparing a competitor, or no next step at all	99%
`objection`	competitor	100%
`next_step`	no	94%
`competitor_named`	yes	97%

More sales use cases

Use case	What it does	New columns
Inbound lead qualification	Score the leads from your contact or demo form so sales calls the right ones first.	`request` `seniority` `fit` `timeline`
Job title normalization	Turn the free-text job titles in a CRM or event list into department and seniority fields you can filter on.	`department` `seniority` `decision_maker`
Cold email replies	Sort replies to an outbound sequence so interested prospects and referrals get a follow-up the same day.	`reply_type` `referral` `date_given`
Company list segmentation	Segment a list of prospect companies by business model and industry from their descriptions.	`business_model` `sells_to_businesses` `sells_alcohol`
Lost deal reasons	Code the notes on lost deals into loss reasons and find the ones worth another try.	`reason` `win_back` `competitor_named`