Turn CRM, engagement, and relationship signals into a clear close probability—plus the next actions to keep the account on track this quarter.
Use Sybill to estimate the probability that my deal with [Company X] will close this quarter. Pull from CRM, emails, calendar, call notes, and Slack threads.
Consider:
– CRM stage, time-in-stage, forecast category, close date confidence, amount vs ASP
– Engagement velocity: meetings in last 30/14/7 days, next meeting booked, email reply rate, call sentiment/objections
– Relationship depth: champion strength, multi-threading (count + seniority), exec sponsor, economic buyer identified
– Methodology coverage: MEDDPICC/BANT fields, mutual action plan progress, proof or POC usage
– Risks: slippage on close date, stalled stage, single-threaded, legal/security not started, pricing redlines, active competitor
– Trend vs look-alike cohorts: recent wins/losses with similar stage, size, and cycle length
Output:
– Close probability (0–100%) for this quarter
– Top 5 positive signals and top 5 risk signals (with brief rationale)
– 3 de-risking actions for this week and the single most important next ask
– Recommended forecast category and glidepath to reach commit
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