Run the weekly deal scoring.
Deal Scoring Agent
I'm scoring every active opportunity through three independent lenses, then combining them into a composite score and a skeptical flag where risks outweigh the evidence.
Example complete
One deal, end to end
Scoring run in. Deal flag ready.
See the deal scoring agent take one late-stage deal from the weekly run to a score and flag in the CRM.
Deal DS-0417
Late-stage opportunity · Weekly rescore
- AI
- 3-lens score
- Intake
- Organize
- Evaluate
- Deliver
01 · Intake
Deal pulled for scoring
The scheduled weekly run picked up the active opportunity
New case
Run started- Deal
- Late-stage opportunity · Active
- Owner
- Account executive · Rep confident it closes
- Request
- Three-lens score and flag · Scheduled background run
Case packet · 3 sourcesComplete
Incoming
- Weekly scheduleBackground scoring run startedReceived
- Salesforce opportunityStage, owner and close dateReceived
- Activity dataThreads and logged activity on the dealReceived
02 · Organize
Deal context assembled
Stage, activity, champion and budget signals gathered
Pulled together
Context ready- Stage and close dateDeal sits in a late stage in the CRM
- Activity threadsEmail and meeting threads tied to the deal
- Champion and budget signalsBuyer roles and pricing activity on record
Matched record
- Opportunity
- Late-stage deal
- CRM
- Salesforce
- Rep view
- Confident it closes
- Scoring
- Weekly background run
03 · Evaluate
Three lenses scored
Analytical, creative and skeptical scored independently
Checks applied
Lenses scored- Analytical lensEvidence and logic: stage, activity, champion, budgetOpportunity data
- Creative lensNon-obvious upside the rep may be underplayingActivity data
- Skeptical lensHunts for gaps: buyer coverage and pricing activityActivity data
Deciding finding
Strong conviction, thin evidence
The deal is in a late stage, but no economic buyer is on any thread and no pricing discussion is logged.
Skeptical gaps
- Economic buyer
- Not on any thread
- Pricing discussion
- Not logged
04 · Deliver
Score and flag written
Composite and skeptical flag sent to the deal-scores table
Flag raised
Composite written, flag raised
Late stage, but no economic buyer or pricing logged. The flag asks a question; it does not override the rep.
- Composite score
- Written to CRM
- Skeptical flag
- Raised
- Gap surfaced
- No economic buyer
Written to
Deal-scores table
Salesforce
Next step
Manager and rep
Talk through the gap
Audit trail
- Deal pulled from CRMWeekly run02:00
- Three lenses scored02:01
- Composite combinedSkeptical flag raised02:01
- Written to deal-scores tableVisible to rep and manager02:02
Full active pipeline rescored weekly
Illustrative case · sample data
Use Case 1
Weekly Three-Lens Scoring
Trigger: Scheduled background scoring run
1.Pull all active opportunities and their context
2.Score each through the analytical lens
3.Score each through the creative lens
4.Score each through the skeptical lens
5.Combine into a composite score
6.Raise a skeptical flag where risk outweighs evidence
7.Write scores and flags back to the CRM
✓
Managers get a multi-perspective read on every deal, with the risky ones flagged for a conversation.
Use Case 2
Lens-Disagreement Triage
Trigger: The skeptical lens disagrees with rep confidence
1.Identify deals with wide lens spread
2.Surface the specific gap the skeptical lens caught
3.Present it as a question, not a verdict
4.Preserve the rep's judgment and context
5.Track whether flagged gaps get resolved
✓
Coaching focuses on the specific blind spot in a deal rather than a single opaque score.
Integrations
CRM (Salesforce, HubSpot)
Deal Score & Risk Flag Records
Activity & Opportunity Data
Dashboards & Charts
Knowledge Base
Industries
all
An agent at work
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Sample scenarios. Actions and outputs are illustrative.