Deal Strategy Pre-Mortem Workflow

What this workflow produces: A pre-mortem analysis identifying the top 5 ways this deal could fail and a mitigation plan for each.

1. Step 1 — Document current deal status

   Summarize: deal size, stage, key stakeholders, known risks, champion strength, timeline.

2. Step 2 — Run the Deal Strategy Pre-Mortem prompt

   Prompt: "Assume this deal is lost 90 days from now. What are the 5 most likely reasons it failed?" Output: ranked failure scenarios with contributing factors.

3. Step 3 — Build mitigation plan

   For each failure scenario, define one specific action to prevent it in the next 30 days.

4. Step 4 — Execute and track

   Add mitigations to CRM as tasks. Review at next pipeline call.