Check deal health
Check one deal's health before a review, with risk score, buyer signals and next steps in one view.
Ways to get this done with Avoma
Pick the approach that fits how your team works. You can start with one and add another later.
How this works
Shown for:
- 1Trigger
As deal activity and risk assessments are updated
- 2Context
Avoma Revenue Intelligence reads deal data, meeting and email conversations, buyer engagement, and deal methodology assessments
- 3Reason
Weigh buyer engagement, risk signals and methodology gaps against the stage and close date
- 4Act
Show the risk score, risk drivers, alerts and recommended next steps
- 5Human judgment
Manager decides where to step in
Native feature
Review each deal's risk score, changes over time, and the buyer signals driving risk. See supporting evidence from conversations, deal alerts, and recommended next steps to decide where to intervene.
How this works
Shown for:
- 1Trigger
You ask Avoma
- 2Context
Ask Avoma (Avoma agentic platform) reads deal details, stage, engagement, recent calls and emails, methodology scores, narrowed by what you ask
- 3Reason
Weigh buyer engagement, risk signals and methodology gaps against the stage and close date
- 4Act
Show the risk score, risk drivers, alerts and recommended next steps, returned in Ask Avoma
- 5Human judgment
Manager decides where to step in
Prompt
Assess deal health by reviewing buyer engagement, risk signals, open questions, and next steps across conversations and deal records.
Inspect [Deal]. Summarize its stage, engagement by stakeholder, what the last [three] meetings and emails say about progress, risks, and whether the next step and close date are credible. Give your view on whether it belongs in this quarter.
What good looks like
Judge deal health on evidence from the buyer.
Start with the risk drivers
The score tells you to look, and the drivers tell you what to fix.
Check engagement by stakeholder
A deal with one active contact is fragile.
Test the next step and close date
A deal without a credible next step won't close on time.
Customer stories
What teams say
It decreases friction in referring to historical context and accurately maintaining context, making it easier for me to fish out deal specifics that are otherwise hard to find. Avoma has also solved note-taking for me completely, which helped close process gaps and improve skills.
Avoma is very easy to use and provides everything I need (pre and post-call) to perform a solid sales cycle.
Ask Avoma has completely changed the way I work. I can instantly reference key details from past calls during live conversations, like team size or purchase timeline, ensuring I can recall every detail.
Call briefings and summaries are most helpful — better than anything else for quick prep. Saves so much time compared to watching recordings at speed.
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