Sales Blueprint

Safety checked

'RFP at Home'

0Charlie AlbueryNovember 2026

For a named open deal, rank the buyer's decision criteria and competitors from the CRM and Gong, then map G2 review scores and verbatim quotes for your product and those rivals onto each criterion for an internal one-pager.

Use this Blueprint

What you get

Criteria and competitors ranked, with basis and source shown for each
G2 score and one verbatim quote per vendor under each criterion
Gaps and low review counts flagged on the page, nothing filled in
One page, ready for AE prep

How it works

Tools in this Blueprint 4

CRMcategory

Reads the deal, criteria and competitors

G2required

Reads reviews for you and competitors

4.6 (5,867 reviews) · View on G2 ↗

Gong

Reads call evidence on the deal

4.7 (6,690 reviews) · View on G2 ↗

Claude

Runs the skill

Install

Open in Claude How to install

Open it in Claude
Claude reads this Blueprint's files and asks you for anything it needs.
2
Connect your tools
Make sure these are connected.
- Any CRM connector enabled in Claude, such as Salesforce or HubSpot
- Gong connector enabled in Claude
- G2 MCP connector enabled in Claude, signed in to your G2 account
3
Run it
Each run, give it:
- Opportunity or account name
- Gong lookback in months, default 6
- G2 review window in months, default 12

What's included

1 instructions file · 2 supporting files · installs together

name	deal-criteria-review-evidence
description	Builds a one-page internal brief for a named open deal. Ranks the buyer's decision criteria and competitors from the CRM and Gong, then maps G2 review scores and verbatim quotes for your product and those competitors onto each criterion.

Buyer criterion theme	G2 dimension
Ease of use, rep adoption, learning curve, interface	Ease of Use
Admin effort, configuration, governance, maintenance	Ease of Admin
Implementation effort, onboarding, time to launch	Ease of Setup, Go-Live Time
Support quality, responsiveness, service	Quality of Support
Feature fit, functional coverage, requirements match	Meets Requirements, plus any feature rating that matches the feature named
Contract terms, flexibility, vendor relationship	Ease of Doing Business With
Price, cost, total cost of ownership	Price, where returned
Return on investment, payback	Estimated ROI, where returned
Overall satisfaction, willingness to recommend	Overall star rating, Likely to Recommend, NPS
Team adoption, usage	Adoption, where returned

Install

Open in Claude

How to install

Open it in Claude

Claude reads this Blueprint's files and asks you for anything it needs.

Connect your tools

Make sure these are connected.

Any CRM connector enabled in Claude, such as Salesforce or HubSpot
Gong connector enabled in Claude
G2 MCP connector enabled in Claude, signed in to your G2 account

Run it

Each run, give it:

Opportunity or account name
Gong lookback in months, default 6
G2 review window in months, default 12

What's included

1 instructions file · 2 supporting files · installs together

'RFP at Home'

What you get

How it works

Tools in this Blueprint 4

Install

What's included

Deal criteria and review evidence one-pager

Settings

Rules for the whole run

Step 1. Find the deal

Step 2. Collect criteria and competitors

Criteria to G2 dimensions

Text-only criteria

Mapping rules

'RFP at Home'

What you get

How it works

Tools in this Blueprint 4

Install

What's included

Deal criteria and review evidence one-pager

Settings

Rules for the whole run

Step 1. Find the deal

Step 2. Collect criteria and competitors

Criteria to G2 dimensions

Text-only criteria

Mapping rules