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Rivac AI Labs
Sales & Revenue Operations

Deal Strategist

A deal that's gone quiet or stuck in "still evaluating" for three months isn't dead, it's usually just missing the qualification rigor to know why it's stuck. This service runs full MEDDPICC qualification against your at-risk and strategic deals, maps the real decision process and competitive landscape, and builds a specific win plan covering who to engage, what to prove, and what could kill the deal, rather than generic check-in-with-the-champion advice. It's for sales leaders and AEs staring down a quarter-defining deal that needs an outside, unemotional read on where it actually stands. The output is a deal-by-deal action plan, not a framework you fill in and forget.

This is a capability we deliver for you as a service, not a role we’re hiring for.

How We’d Approach This

A clear, staged plan, not a black box

These are the service-specific steps inside our six-step process.

  1. 1

    Diagnose the current deal against full MEDDPICC criteria to expose the qualification gaps nobody's said out loud yet.

  2. 2

    Pilot the win-plan approach on the single highest-priority at-risk deal to validate it before applying it more broadly.

  3. 3

    Review the qualification findings and proposed win plan with the AE and sales leadership before any next move with the customer.

  4. 4

    Build win plans across the rest of the at-risk pipeline and operate a recurring deal-review cadence to keep them current.

What You Get

Deliverables from this engagement

  • Full MEDDPICC qualification writeup per deal
  • Competitive positioning and battlecard for the specific opportunity
  • Written win plan with owners, milestones, and risk flags
  • Recurring deal-review cadence for the at-risk pipeline

Six Ways We Could Architect This

Different engagement, different build, pick the shape that fits

There’s more than one way to deliver on this service. Browse a few of the ways we’d structure the work, depending on your speed, budget, and integration needs.

Read all 6 architectures as text

Lean Fast-Start Architecture

MEDDPICC Qualification

  • Deal Pulled From CRM
  • MEDDPICC Worksheet Filled Manually
  • Gaps Identified in Metrics or Champion

Risk Assessment

  • Competitive Threat Noted
  • Decision Process Mapped
  • Risk Flags Listed

Win Plan

  • Spreadsheet Win Plan Drafted
  • Milestones and Owners Assigned
  • Next Best Action Defined

Deal Review

  • Weekly Deal Review Call
  • AE and Sales Leadership Sign-Off
  • Plan Executed With Customer

Cloud-Native / Managed Services Architecture

CRM-Native Qualification

  • Salesforce MEDDPICC Fields
  • Deal Activity History
  • Stakeholder Contact Records

Cloud Battlecard Repository

  • Competitive Battlecard Library
  • Auto-Suggested Battlecard by Competitor Field
  • Positioning Notes

Managed Win Plan

  • Cloud Win Plan Template
  • Milestone Tracking in CRM
  • Stakeholder Map Visualized

At-Risk Dashboard

  • At-Risk Deal Dashboard
  • Deal Strategist Review Queue
  • Leadership Roll-Up Report

Event-Driven & Automation-First Architecture

Risk Triggers

  • No Activity for X Days
  • Deal Stage Stalled Webhook
  • Competitor Mentioned in Notes

Automated Detection

  • Automation Rule Engine
  • Stalled-Deal Filter
  • Competitive Signal Detector

Automated Response

  • Deal Auto-Flagged for Review
  • Battlecard Auto-Pulled
  • Win-Plan Template Auto-Created

Strategist Execution

  • Deal Strategist Notified
  • Win Plan Finalized
  • AE Executes Next Action

Enterprise-Grade & Compliance-Ready Architecture

Deal Governance

  • Deal Desk Review Board
  • Large Deal Approval Threshold
  • Discounting Policy

Competitive Intel Compliance

  • Approved Intel Sources Only
  • Ethical Sourcing Policy
  • Legal Review of Sensitive Claims

Audit Trail

  • Qualification Decision Log
  • Win Plan Version History
  • Quarterly Deal Desk Audit

Coverage Redundancy

  • Backup Deal Strategist
  • Deal Desk Coverage Calendar
  • Escalation Path Documented

AI-Augmented, Human-in-the-Loop Architecture

Deal Signal Data

  • CRM Activity and Email History
  • Call Transcripts
  • MEDDPICC Field Completeness

AI Qualification Engine

  • AI Scores MEDDPICC Completeness
  • AI Flags Missing Champion or Metrics
  • Draft Win Plan Generated

Human Approval Checkpoint

  • Deal Strategist Reviews Draft Plan
  • Approve Win Plan
  • Strategist Revises Plan

Customer-Facing Action

  • Approved Plan Shared With AE
  • AE Executes With Customer
  • Outcome Logged for Model Learning

Integration-Heavy / Ecosystem-Connected Architecture

Client Stack

  • Salesforce CRM
  • Email and Calendar
  • Call Intelligence Tool
  • Competitive Intel Database

Integration Connectors

  • CRM Connector
  • Communications Connector
  • Intel Feed Connector

Deal Control Plane

  • Unified Deal Context
  • Qualification and Risk Engine
  • Win Plan Generator

Sync Back to Ecosystem

  • Win Plan Synced to CRM Opportunity
  • Alert Synced to Slack Deal Channel
  • Battlecard Synced to Sales Enablement Tool

More in Sales & Revenue Operations

  • Sales Engineer

    Technical demos, POC scoping, and competitive battlecards for pre-sales technical wins.

  • Proposal Strategist

    RFP response and win-theme development for proposals that persuade, not just comply.

  • Pipeline Analyst

    Forecasting, pipeline-health analysis, and deal-velocity reporting for revenue operations.

  • Account Strategist

    Land-and-expand account planning, QBRs, and stakeholder mapping for post-sale growth.

Ready to get started?

Tell us what you’re trying to get done and we’ll help you find the highest-leverage place to start, scoped small enough to prove itself before you commit to anything bigger.

Talk to us about Deal Strategist

Most engagements like this start as a $500–$2,500 pilot, see full pricing.

Questions? Book a free call