Available Context & Tools

@_platform-references/org-variables.md @_platform-references/capabilities.md

New Deal from Meeting

Goal

Analyze a meeting transcript to detect genuine sales opportunities and create a deal in the CRM with AI-extracted context: company, contact, estimated value, stage, key requirements, pain points, timeline, and next steps. This skill saves reps from manual deal creation and ensures that opportunities identified in conversations are immediately captured in the pipeline.

Why Meeting-to-Deal Conversion Matters

Most sales opportunities are first expressed in conversations -- demos, discovery calls, executive briefings, account reviews. But many of these opportunities never make it into the CRM:

• 47% of opportunities are lost in the gap between conversation and CRM entry (Salesforce State of Sales, 2023). Reps leave the meeting intending to "create the deal later" and then forget or deprioritize it.
• Speed matters. Opportunities entered into CRM within 24 hours of discovery have a 31% higher close rate than those entered 3+ days later (InsightSquared).
• AI-extracted context is more accurate than manual entry. Reps often misremember key details (budget, timeline, pain points) when entering deals manually. Transcript-based extraction captures what was actually said.
• Opportunity qualification improves. Forcing the AI to extract MEDDIC-style signals (pain, budget, timeline, decision process) from the transcript ensures the deal has real substance, not just "they seemed interested."
• Follow-up improves. Deals with AI-extracted next steps and requirements have 2.3x higher engagement rates because reps know exactly what to do next (Gong research).