deal-momentum-analyzer by scientiacapital/skills

<quick_start> Daily automated run (7am CST): Scheduled task pulls all open deals → scores momentum → delivers prioritized action list

On-demand: "deal momentum" → runs full analysis now "pipeline review" → same, formatted as pipeline review "which deals need attention" → filtered to at-risk only

Trigger phrases:

"deal health" / "deal momentum"
"pipeline review" / "stalled deals"
"which deals need attention"
"morning brief" / "SOD" (integrates into daily brief) </quick_start>

<success_criteria>

Every open deal scored 0-100 on momentum
Deals classified: GREEN (on-track), YELLOW (slowing), RED (stalled)
Top 3-5 at-risk deals surfaced with specific next-best-action
Weekly trend: are deals accelerating or decelerating?
Target: recover 5-10% of stalled deals per month via timely intervention
Zero false negatives on deals about to slip close date </success_criteria>

Architecture

SCHEDULED (7am CST)          ANALYSIS                    OUTPUT
─────────────────────────────────────────────────────────────────
HubSpot: all open deals  →  Score each deal on     →  Prioritized dashboard
CRM: activity history    →  6 momentum signals     →  Next-best-action per deal
Activity: emails/calls   →  Classify G/Y/R         →  Gmail draft (optional)
                          →  Compare to last run    →  Calendar blocks (optional)

Stage 1: Data Collection

1a. Pull All Open Deals

Use hubspot_search_deals with filters:

dealstage NOT IN closed-won, closed-lost
Sort by closedate ascending (nearest close dates first)

For each deal, capture:

Field	HubSpot Property
Deal name	`dealname`
Amount	`amount`
Stage	`dealstage`
Close date	`closedate`
Create date	`createdate`
Last activity	`notes_last_updated` or `hs_last_activity_date`
Owner	`hubspot_owner_id`
Associated contacts	via associations
Associated company	via associations

1a-bis. AE Exclusion Filter

Tim focuses on NET-NEW pipeline. Exclude all deals owned by Account Executives:

hubspot_owner_id NOT IN ('82625923', '423155215') — Exclude AE-owned deals (Lex Evans, Phil Sanders, Ron, Anthony)

Rationale: Deals already owned by AEs are outside Tim's scope. For handoff context only, use the single-deal lookup: "deal health [deal name]"

Validation: After pulling deals, verify the Owner field against the AE blocklist to prevent AE deals from scoring.

1b. Pull Activity History

For each deal's associated company, use ask_agent:

Query: "Show all activity, notes, and engagement for [company] deals in last 30 days"
Extracts: call notes, email activity, meeting outcomes, deal stage changes

1c. Pull Contact Engagement

For each deal's associated contacts, use hubspot_search_contacts:

Last email open/click dates
Form submissions
Page views
Meeting bookings

Stage 2: Momentum Scoring (0-100)

Score each deal on 6 weighted signals:

Signal 1: Days in Current Stage (25 points)

Condition	Points
< median for this stage	25
At median	15
1.5x median	8
> 2x median	0

Stage medians (calibrate from Tim's historical data):

Stage	Expected Days
Appointment Scheduled	7
Qualified to Buy	14
Presentation Scheduled	10
Decision Maker Bought-In	14
Contract Sent	7
Closed Won	—

Signal 2: Activity Recency (20 points)

Last activity	Points
< 3 days ago	20
3-7 days	15
7-14 days	8
14-21 days	3
> 21 days	0

Signal 3: Stakeholder Breadth (15 points)

Contacts engaged	Points
3+ contacts, including EB	15
2+ contacts	10
1 contact (champion only)	5
0 active contacts	0

Signal 4: Call Momentum (15 points)

Activity signal	Points
Call in last 7 days + positive sentiment	15
Call in last 7 days + neutral	10
Call in last 14 days	7
No calls in 14+ days	0
Negative sentiment on last call	-5 (penalty)

Signal 5: MEDDIC Completeness (15 points)

Estimate from available data:

MEDDIC fields identified	Points
5-6 of 6 dimensions	15
3-4 dimensions	10
1-2 dimensions	5
0 dimensions	0

Signal 6: Close Date Integrity (10 points)

Condition	Points
Close date in future, never pushed	10
Close date pushed once	6
Close date pushed 2+ times	2
Close date in the past (overdue)	0

Classification

Score	Classification	Action Priority
70-100	GREEN — On Track	Monitor
40-69	YELLOW — Slowing	Intervene this week
0-39	RED — Stalled	Intervene TODAY

Stage 3: Next-Best-Action Engine

For each YELLOW/RED deal, prescribe specific action:

Action Matrix

Primary Signal Gap	Recommended Action	Tool
No activity > 14 days	Send re-engagement email	`gmail_create_draft`
No calls > 14 days	Book a check-in call	`gcal_create_event`
Single-threaded (1 contact)	Research + reach additional stakeholder	`apollo_mixed_people_api_search`
No economic buyer identified	Ask champion to intro EB	Call script
Close date overdue	Propose new timeline in email	`gmail_create_draft`
Negative call sentiment	Address objection head-on	Call prep brief
Competitor mentioned	Pull competitive battlecard	Research
MEDDIC gaps	Discovery questions for next call	MEDDIC brief

Action Output Format

For each action, provide:

What: Specific action description
Why: Which signal triggered this
How: Draft email / calendar invite / talking point ready to use
When: Today / This week / Before [close date]

Stage 4: Output Format

╔══════════════════════════════════════════════════════════════╗
║  DEAL MOMENTUM REPORT — [Date]                               ║
║  Pipeline: $[total] | Deals: [count] | Weighted: $[weighted] ║
╠══════════════════════════════════════════════════════════════╣

SUMMARY:
🟢 GREEN: [X] deals ($[amount]) — on track
🟡 YELLOW: [X] deals ($[amount]) — slowing, intervene this week
🔴 RED: [X] deals ($[amount]) — stalled, intervene TODAY

TREND vs LAST RUN:
- Deals improved: [X] (moved from RED→YELLOW or YELLOW→GREEN)
- Deals declined: [X] (moved down)
- New deals: [X]
- Pipeline delta: [+/- $amount]

═══════════════════════════════════════════════════════════════

🔴 PRIORITY ACTIONS (do these today):

1. [Deal Name] — $[amount] | Stage: [stage] | Score: [XX/100]
   ⚠️ Signals: [days in stage: 28 | no activity: 18 days | single-threaded]
   → ACTION: [specific next-best-action]
   → DRAFT: [ready-to-send email or talking points]

2. [Deal Name] — $[amount] | Stage: [stage] | Score: [XX/100]
   ⚠️ Signals: [close date overdue | negative call sentiment]
   → ACTION: [specific next-best-action]
   → DRAFT: [ready-to-send email or talking points]

═══════════════════════════════════════════════════════════════

🟡 WATCH LIST (intervene this week):

3. [Deal Name] — $[amount] | Score: [XX/100]
   → [brief action recommendation]

═══════════════════════════════════════════════════════════════

🟢 ON TRACK:

[Deal list with scores, sorted by close date]

╚══════════════════════════════════════════════════════════════╝

<scheduled_automation>

Daily 7am CST Run

This skill is designed to run as a scheduled task:

Schedule: Daily at 7:00 AM CST (13:00 UTC) Task name: "deal-momentum-daily" Scheduling options:

Session-based: CronCreate "57 6 * * 1-5" with prompt "Run deal-momentum-analyzer" (3-day auto-expire, must re-create each session)
Persistent: launchd agent at ~/Library/LaunchAgents/com.tim.deal-momentum.plist (future work)
On-demand: Tim says "deal momentum" or "morning brief"

Flow:

Pull all open deals from HubSpot
Score each deal on 6 momentum signals
Classify GREEN/YELLOW/RED
Generate next-best-actions for YELLOW/RED
Create Gmail drafts for recommended re-engagement emails
Output report (saved to workspace + presented in morning brief)

Integration with SOD/Morning Brief: When Tim says "morning brief" or "SOD", this report is included as the pipeline section. </scheduled_automation>

Sibling Skills Referenced

hubspot-revops-skill — HubSpot query patterns, pipeline stage definitions
sales-revenue-skill — MEDDIC framework, pipeline coverage benchmarks
meddic-call-prep-auto-skill — Generates full call prep when action = "book a call"
portfolio-artifact-skill — Captures deal recovery metrics for GTME portfolio