Revenue Enablement report
Deal Strategy Coach: your result
This answer uses a made up example company. Change the details above and press Run to see your own result.
Deal Strategy Coach
Get a strategy for your deal's stage
For account executives and sales leaders. The decision: what do we do next to move this deal?
Give it the deal name and its stage, and get a deal health score, a strategy for that stage, actions for the next two days and this week, and coaching questions.
What you get
This sample is a made up example, built from the inputs behind Fill in an example. It shows part of one section of the answer.
Deal Health Assessment
| Metric | Value |
|---|---|
| Deal Name | logistics account expansion |
| Deal Value | $90,000 |
| Current Stage | Demo |
| Days in Stage | 20 |
Health Score: 55/100 (Needs Attention)
Set by this tool's rule: a base score adjusted for champion status, economic buyer, days in stage, competitors and blockers (the factors below).
Health Factors:
- Note: Champion not confirmed
- High risk: Economic buyer unknown
- Note: 20 days in stage (above this tool's example threshold for the stage)
- Economic buyer text: fact was not clear.
See the full example answer or run it with your own details.
Result
When a tool is not enough: if the decision needs more than one answer, talk it through in a call. Book 45 minutes with Shashwat.
What next? Work with Shashwat Try another tool See all 85 tools and skills
Example answer
Generated on 2 November 2026 from this branch, with the inputs behind Fill in an example. Your own inputs give a different result.
Revenue Enablement report
Example: Deal Strategy Coach
Show the full result
Deal Strategy Coach: logistics account expansion
Deal Health Assessment
| Metric | Value |
|---|---|
| Deal Name | logistics account expansion |
| Deal Value | $90,000 |
| Current Stage | Demo |
| Days in Stage | 20 |
| Target Close | 2026-12-15 |
| Solution | our product |
Health Score: 55/100 (Needs Attention)
Set by this tool's rule: a base score adjusted for champion status, economic buyer, days in stage, competitors and blockers (the factors below).
Health Factors:
- Note: Champion not confirmed
- High risk: Economic buyer unknown
- Note: 20 days in stage (above this tool's example threshold for the stage)
- Economic buyer text: fact was not clear.
- Competition text: fact was not clear.
- Blocker text: fact was not clear.
The shape of this deal
- Stage: demo, 20 days in this stage, worth $90,000.
- Champion: a potential champion. Test them: do they have access to the buyer and a reason to push?
- Economic buyer: unknown.
- Competition: none named. Ask what they do today, including doing it by hand.
- Blockers: none typed. Ask what could stop this deal and write the answers down.
Demo Stage Strategy
Primary Objective: Connect solution to their specific needs
Tactical Priorities:
- Customize heavily: Demo their use case, not features
- Confirm understanding: Validate discovery before showing
- Address concerns: Surface and handle objections
- Drive commitment: Get clear next steps
Key Questions Before Demo:
- "What would make this demo a success for you?"
- "Who else should see this?"
- "What's your biggest concern about this type of solution?"
Success Metrics:
- Stakeholder buy-in on fit
- Technical validation path clear
- Business case discussion scheduled
- Objections surfaced and addressed
Note: Economic Buyer Unknown
The economic buyer was not supplied. If you do not know who controls the budget:
- Ask directly: "Who has final approval on budget and vendor selection?"
- Map the org: Who does your champion report to?
- Follow the money: Where does this budget come from?
- Request introduction: "Can you help me understand the approval process?"
Immediate Actions
Next 24-48 Hours
- Confirm your potential champion (medium priority): test them before you rely on them
- Find economic buyer (high priority): Who controls budget?
- Advance the deal: Schedule the next meeting with a clear agenda
- Update CRM: Document all new information
This Week
- [ ] Confirm or find champion
- [ ] Map all stakeholders
- [ ] Understand competitive position
- [ ] Document buying process
- [ ] Build/refine business case
Coaching Questions
Ask yourself:
- Why will they buy? What's the compelling event?
- Why will they buy from us? What's our differentiation?
- Why will they buy now? What creates urgency?
- Who decides? Do we have the right relationships?
- What can go wrong? What are we not seeing?
Strategy generated for demo stage deals
Review with manager weekly
Suggested timings, lengths and counts: adjust them to your own.
When a tool is not enough: if the decision needs more than one answer, talk it through in a call. Book 45 minutes with Shashwat.
How to read the answer
The coach calculates a rule-based Health Score out of 100 (for example, 55/100 (Needs Attention)) by adjusting a base score for your Champion status, Economic buyer, Days in stage, Competitors, and Blockers. It prints Health Factors (flagging risks like Champion not confirmed, Economic buyer unknown, or days in stage above the tool's example threshold), The shape of this deal, a stage-specific strategy (such as Demo Stage Strategy), Immediate Actions for the Next 24-48 Hours and This Week, and five Coaching Questions.
What to do next
- Founder: Step in to help the account owner reach the Economic buyer if the deal is worth a major share of the quarter and Economic buyer unknown is flagged as a high risk.
- CEO: Use the five Coaching Questions (Why will they buy?, Why from us?, Why now?, Who decides?, What can go wrong?) in forecast reviews before counting the deal in commit.
- CMO: Equip the deal team with the business case and competitive proof needed to clear the This Week checklist (Understand competitive position and Build/refine business case).
- CRO: Hold the rep accountable for the Next 24-48 Hours actions: test the potential champion's access to the budget holder, identify who has final approval, and get a dated next meeting on the calendar.
- Demand generation head: Add known contacts at the account into executive air-cover and stage-appropriate retargeting while the rep works to multi-thread the buying group.
Why come back
Run the coach before your weekly pipeline review whenever a deal advances to a new stage (Discovery, Demo, Proposal, Negotiation, Closing, or Stuck) or after you identify the economic buyer, competitors, and blockers. The tool applies the same fixed rules every time. It does not call an AI model, and this site does not keep what you enter.
Who is the Deal Strategy Coach tool not ideal for?
- Anyone who cannot give the inputs listed above, because the answer is built only from them.
- Teams that want the tool to read their CRM, email or call notes: it works only from what you type.
- Anyone who wants to send the output straight to a buyer: every output is a draft for a person to review first.
How do I use the Deal Strategy Coach tool with an AI assistant?
Add Revenue Enablement once (see Use it in Claude, ChatGPT or Gemini), then ask in plain words. Here is a prompt built from the tested example:
My role is not stated. Ask me for my role first. Use Revenue Enablement's Deal Strategy Coach tool. deal name: logistics account expansion; deal stage: Demo; deal value: 90000; champion status: Potential champion; days in stage: 20; your solution: our product; close date: 2026-12-15. If this tool is unavailable, ask me to open its web page; do not invent its output. In Gemini CLI or Antigravity, use the Helix GTM Suite skills package for related guidance, without claiming to run this connector.
How does the Deal Strategy Coach tool work?
You do not need to sign in. A web browser is enough, and the answer comes back in a second or two.
- Fill in the form above, or press Fill in an example.
- Press Run Deal Strategy Coach.
- Read the result on this page, then copy it and edit it before you use it.
It applies fixed rules in the Revenue Enablement code to the inputs above and returns text. It does not call an AI model, does not look anything up, and does not store what you type. The web form and the AI assistant connector run the same tool code, so the same input gives the same answer in both.
For developers
MCP tool name: deal_strategy_coach. REST: POST https://revenue-enablement.gtmhelix.com/api/tools/deal_strategy_coach with this JSON body (see How it works):
{
"input": {
"deal_name": "logistics account expansion",
"deal_stage": "demo",
"deal_value": 90000,
"champion_status": "potential_champion",
"days_in_stage": 20,
"your_solution": "our product",
"close_date": "2026-12-15"
}
}
Choose your app
Run a Helix tool in your browser, then take the result to ChatGPT, Claude or Gemini. Connectors work with supported plans in Claude, ChatGPT, Cursor, VS Code and Windsurf. The Helix GTM Suite skills package supports Claude Code, Gemini CLI, Antigravity, Cursor and VS Code, and is available through skills.sh. Each plugin has its own installation steps, below or on its own page.
Connector setup guides · Skills package setup guide · Find the skills on skills.sh