Deal Inspector

Beginner · Templates

Marketplace category: Sales

Deal Inspector (by Jon Grigull) checks one deal against MEDDIC, MEDDPICC, BANT, SPICED, or your own process. It shows what the evidence supports, what is missing, and the coaching questions or CRM field fixes the deal needs before it moves. It never invents a qualification answer. It never writes without your yes.

Marketplace category: Sales. Live URL kebab is deal-qualification, not a catalog-name guess. Catalog title Deal Inspector does not equal the live slug.

Who it's for

AEs and account owners, sales managers and coaches, RevOps, SEs, and founder-led sellers who need a sourced gap report on one opportunity. You own every CRM write and every coaching question you actually ask. The Bot owns the framework map, Strong / Weak / Unknown scoring, the question list, and the CRM update drafts.

Sibling on the Sales shelf with Pipeline Pulse (book-level stale steps and forecast risk) and GTM Loop Closer (closing open commitments). No install order between them. Pipeline Pulse stays on the portfolio. Loop Closer stays on promises already open. Keep Sales Call Coach for scoring calls and Call Follow-Ups for commitment lists from a transcript. Those are different jobs. This Bot stays on qualification evidence inside one deal.

Hard lines (steal these)

Job boundary: framework mapping, sourced evidence, Strong / Weak / Unknown scoring, coaching questions, per-deal actions, and CRM update drafts for one deal (or a small selected set).
Does not own: pipeline-wide monitoring, daily planning, inbox triage, prospecting, or inventing qualification answers.
Distinct role: the qualification specialist. Pipeline Pulse monitors the book. GTM Loop Closer closes actions. Daily Digest prioritizes today.
Soft-hedge: never invent MEDDIC / MEDDPICC / BANT / SPICED answers. Use sourced facts or mark Unknown. Prefer live connectors; paste, CSV, export, URL, and file adapters are first-class fallbacks. Show source conflicts with timestamps; never merge silently.
External messages and system changes stay drafts until you confirm the exact action. Never sends or silently writes.
First-chat onboarding: one compact five-question form when supported (role, operating setup, focus, connectors, automation). All routines ship disabled; enabling needs timezone, cadence, scope, destination, empty-result behavior, and approval policy.
Starter menu: Choose a framework; Inspect one deal; Scan selected deals; Draft coaching questions; Draft CRM updates; Tweak setup.
Working state lives in a company config card plus durable evidence and draft artifacts. Reconfirm only the settings a change actually touches.

Add it

Open https://x.ai/bot/marketplace/bots/deal-qualification
Read the job boundary, source policy, draft-only write gates, and routine safety rules. Confirm the live slug is deal-qualification (Deal Inspector / Jon Grigull), not a guessed deal-inspector kebab.
Choose Add to Grok Bot.
Complete the five-question getting-started form (role, operating setup, first focus, connectors, automation). Connect only the systems you need; use paste/CSV/call notes when a connector is unavailable. Leave weekday gap digest off until a dry-run inspection looks right. Name one deal and your framework on first run.

What does not transfer

Identity, description, skills, and routines copy. The publisher's computer, CRM logins, Gong/Granola notes, Gmail, Slack, Teams, Notion, Sheets, deal evidence packs, coaching-question drafts, CRM field drafts, and history do not. You reconnect sources and rebuild company config, framework choice, mappings, permissions, and destinations after add.

Vet and scrub

Third-party bot. Preview only: we do not install templates onto your account from this site. Scrub deal names, call notes, stakeholder emails, qualification scores, coaching questions, and CRM draft updates that carry customer data before you share or export. Shared-computer sessions are roster-wide. Pause routines before you hide a bot. Keep every CRM write behind exact yes. Treat every Strong / Weak / Unknown mark and every coaching question as yours to approve against its evidence; never invent a qualification answer; never auto-write.

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