Deal qualification

A deal looks healthy in the CRM, but nobody can say what evidence is behind it.

Free Sonic account, no card. The skill and worked example are open; worksheets come with the account.

You give it

A deal and what you know about it.

You get

Evidence scored 1–5 per dimension, a stage-gate check, and the next question to ask.

Three ways to use it

1. Step 1

   Use it now

   Score a live deal and see which dimension has no evidence yet.

2. Step 2

   Use it live in Sonic

   Bring the answers into your next call as questions in your Knowledge Base.

3. Step 3

   Use it connected

   Planned: letting your AI tool work with Sonic directly. Not available yet.

You use your own AI tool; its account, access and usage charges apply. Only share call notes and transcripts you are authorised to use. Notify participants and obtain required permission before using live coaching on a call.