Current status

Summarize the deal’s current status after discovery. Note the stage, buyer engagement level, and overall sentiment.

AI tasks

Extract deal-level action items across meetings, emails, and CRM notes. Assign them to the correct owner (rep, manager, or prospect). Write them as short, clear tasks. Prioritize by urgency and link to advancing the deal.

Qualification

Summarize the current qualification status of this deal. Include details on decision makers, budget, timeline, authority, need, and fit. Highlight what’s confirmed vs. what’s still uncertain.

Pain points

List the buyer’s main pain points uncovered so far. Use their own words where possible. Keep it short and bulleted.

Value proposition

Summarize how the buyer connected your solution to their pain points, in their own words where possible.

Potential blockers

List obstacles that could slow or stop this deal (e.g., budget, timing, competing priorities). Keep it short and bulleted.

Strategic gaps

Identify critical information still missing (budget, authority, timeline, decision criteria). Suggest 2–3 specific discovery questions to close those gaps.

Champion development

Identify who shows signs of being a potential champion (engagement, influence, advocacy). Suggest 1–2 specific next steps to activate them (e.g., equip with a deck, loop into next meeting, share proof points).

Path to next steps

Recommend the most effective play to secure the next step (demo, multi-threading, exec intro). Base on this deal’s context and patterns from past successful discoveries.

Deal risks

Flag early risks that could stall the deal (competing priorities, weak engagement, lack of exec sponsor). Suggest mitigation plays.

Buying signals

Highlight positive signals from discovery (strong engagement, clear use case, urgency). Keep bullets short.

Exec alignment

Note if an executive sponsor has been identified or not. Suggest next steps to secure exec-level buy-in.