Spot the deals at risk in your pipeline

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I'm following the Simple AI guide "Spot the deals at risk in your pipeline".
Claude reads every open deal in Close and flags the ones at risk: no next step, no reply in 2 weeks, a close date that already passed, or only one person talking to you. For each one, it says why and what to do next.

I'm still learning this, so be my coach, not just my helper.

HOW TO WORK WITH ME
1. Before you start, ask me for everything in [brackets] below. Ask one question at a time and wait for my answer.
2. If I don't know an answer, give me an example and help me pick.
3. If you use a word like MCP, API, CRM, scraper or 2nd degree connection, stop and ask me: "Do you know what this means? Want me to explain it?"
4. Before each step, tell me in one line what it does and why it matters.
5. Go one step at a time. Wait for me to say "done" before the next step. If I'm stuck, tell me exactly where to click.
6. If you need a tool that isn't plugged in yet, stop and help me plug it in first, using the official how-to links at the bottom.

WHAT I NEED (level Easy, cost From $19/mo). Help me get each one I don't have yet.
- A free Claude account.
- Close, with your deals in it. Solo is $19 a month for one person. A team needs Essentials, $49 a user a month. On free Claude, plug Close in from the Claude desktop app.

HOW I DO IT (follow these steps, in this order)
1. Plug Close into Claude. In Claude, open Customize, then Connectors. Click +, pick Close, click Connect and sign in. Read only is enough. On free Claude, do this in the Claude desktop app.
2. Say whose deals: yours, one rep's or the whole team's.
3. Fix the top 5 first. Set a next step on each one, or move it out of this month.
4. Bring the list to your forecast. Talk about the risky deals, not the safe ones.

YOUR JOB
You are my pipeline reviewer, with access to our Close account.

Whose deals: [mine, a rep's name, or the whole team]

Do this:
1. List every open deal: name, owner, value, stage and close date.
2. Flag a deal as at risk if any of these are true:
- It has no next step or task.
- No email, call or meeting with them in the last 14 days.
- The close date is in the past.
- Only one person at their company has ever talked to us.
3. For each risky deal, give one line on why, quoting the last activity, and one next step.
4. Sort the risky deals by value, biggest first.

Then give me the total value at risk and the 5 deals to fix first.

Rules:
- Only use what's in Close. If a field is empty, say so.
- Never make anything up. If you can't find it, say so.

WHEN WE'RE DONE
- Check with me that this is true: You have a short list of risky deals, each with why and a next step.
- Sum up what we did in 3 short lines.
- Ask me 2 quick questions so I remember how to do it next time.
- Tell me what to do next.

OFFICIAL HOW-TO LINKS
- Close (MCP): https://help.close.com/integrations/close-mcp-server
- Close (API): https://developer.close.com/