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Red flags on a deal in progress v1.0.0

Use this resource to spot the risks in a deal from its notes, activity log and correspondence

New

  • 451 downloads
  • 150 likes
  • 168 saves

Free

Install with the CLI

In a terminal, from the folder you want:

npx --yes palatekit@latest install deal-risk-notes-review

With no option, the skill goes to ~/.agents/skills/; add --agent claude-code (or codex, cursor…) to target an agent.

First time: connect the CLI with

npx --yes palatekit@latest login

The agent goes through call notes, deal fields and correspondence to surface red flags: single-threaded contact, no champion, unverified budget, no agreed next step, fading engagement. Each flag is graded on severity and confidence, with the sentence behind it.

Mostly picked by

Updated November 2, 2026

Card for the “Red flags on a deal in progress” skill

Details

Works in
Install guides
Generates with
Your agent's model
Licence
MIT

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What you get

  • SKILL.md: deal review method and grading rubric
  • references/red-flag-catalog.md: catalogue of red flags
  • references/example-review.md: annotated example review

Good fit for

  • A deal has dragged on and you doubt it is real before a forecast review
  • You want to know why a prospect has stopped replying

Not for

    Tags

    • risk
    • deal
    • forecasting

    About

    You say

    “Go through this deal's notes: is it real, and which red flags do you see?”

    Card for the “Red flags on a deal in progress” skill

    Skill published by mbfinotti under the MIT license, delivered in its original version.

    Show more

    How to use it

    1. Install the skill in your agent's skills folder
    2. Ask your agent to spot the risks in a deal from its notes, activity log and correspondence
    3. Review and adjust the result

    Content preview

    Files

    • evals/evals.json33.6 KB
    • LICENSE1.1 KB
    • NOTICE-PALATEKIT.md0.5 KB
    • references/example-review.md7.4 KB
    • references/red-flag-catalog.md17.9 KB
    • SKILL.md24.8 KB

    Origin and licence

    Listed unmodified

    Author
    mbfinotti
    Source
    github.com/mbfinotti/sales-skills/tree/b2ed3628695e523919af440eab77648e16c5eea8/skills/deal-red-flags
    Licence
    MIT

    Notice

    « deal-red-flags » (mbfinotti, MIT) livré dans sa version d'origine : fiche en français et en anglais par PalateKit.

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