Deal execution workflows — Phoenix GTM Marketplace
Workflows for deal execution, ready to launch in Claude, ChatGPT, or Phoenix Playground.
By role
By GTM challenge
Required MCP servers
Close-Date Realism Check
Test every close date against buyer behavior — a deal closing this month should have a buyer who's researching this month. The ones that don't get flagged.
Competitive Battlecard
Ship a battlecard your AEs will actually use — objections, traps, proof, in one prompt.
Deal Registration Context Brief
When a partner registers a deal, get the account context fast — fit, footprint, in-market signal — so you approve, prioritize, or question the registration with data.
Deal Review 1-Pager
One page per deal for the review: the snapshot, the risk, the multi-threading state, the competitor read, and the single decision the room needs to make.
Slipped Deal Rescue Plan
For every deal that slipped the quarter, a rescue plan grounded in whether the buyer is still in-market — re-engage, multi-thread, or close it lost.
Deal Inspection Brief
Walk into the deal review with the inspection already done — MEDDIC gaps, multi-threading, competitor footprint, and the one question that exposes the risk.
Salesforce Field Update Checklist
Generate the exact CRM field updates a deal needs — corrected close date, missing amount, firmographic fields HG can fill — as a copy-paste checklist.
Forecast Call Prep
Turn a pasted commit/best-case list into a forecast call agenda — each deal flagged for realism with the HG signal that backs the call.
Multi-Threading Gap Finder
Find the single-threaded deals in your pipeline and name the exact buying-committee roles missing from each — with real contacts to add.
Whitespace Cross-Sell Map
Replace 'what else can we sell them' brainstorms with peer-anchored cross-sell rankings.
Vendor Sprawl & Consolidation Map
Find every category where your prospect runs 5 point-solutions and 1 platform would do.
Competitor-in-Deal Detector
Confirm which deals actually have a competitor in them — by checking the account's installed technographic footprint, not the rep's hunch.
Pipeline Hygiene Audit
Score every open deal for hygiene — stale fields, missing next steps, single-threaded risk — and hand reps a fix list, not a lecture.
Executive Briefing Doc
Hand your champion a CEO briefing that survives the 30-second skim and the CFO's red pen.
Stage-Gate Exception Finder
Find the deals that skipped a stage gate — advanced to Proposal with no demo logged, or to Negotiation while still single-threaded — and the HG context on each.
Objection Handling from Loss Data
Turn the objections that lost you deals into a handling guide — the recurring ones, the data that counters each, and the reframe that works.
At-Risk Deal Early Warning
Catch the deal going dark before it's lost — declining buyer intent, a champion who went quiet, a competitor's tech showing up in the account.