octavehq/deal-coach

/octave:deal-coach — Deal Coaching

An interactive coaching skill built around the Resonate → Elevate → Compel sales methodology. Choose your output mode — role play, coaching microsite, coaching deck, or interactive quiz — and get coaching grounded in deal context AND your actual GTM messaging.

Three Stages: | Stage | Focus | |-------|-------| | Resonate | Understand and resonate with the buyer | | Elevate | Confirm the fit and elevate the opportunity | | Compel | Deliver the value and compel the buyer to action |

Three Coaching Outputs per Stage: | Field | Type | Purpose | |-------|------|---------| | Buyer Mindset | String | Where the buyer's head is — psychology, fears, motivations | | Value Propositions | Array | Which value props to deploy and why they fit this stage | | Talking Points | Array | Specific things to say, grounded in deal context |

This skill reads five coaching reference files at runtime:

• references/frameworks.md — Resonate / Elevate / Compel: Buyer Mindset + Value Props + Talking Points
• references/coaching-agents.md — 3 coaching agent personas + 2 cross-stage + scoring rubrics
• references/stage-mapping.md — Buyer's Journey → coaching stage mapping + inference rules
• references/html-templates.md — HTML section/slide templates per output mode
• references/messaging-narratives.md — How coaching grounds in GTM context

If reference files are not found, fall back to general coaching methodology and note the limitation.

How this differs from /octave:train:

• /octave:train is generic sales training (objection handling, personas, product knowledge)
• /octave:deal-coach is methodology-specific — every output is structured around Resonate/Elevate/Compel, scored against coaching rubrics, and coached by stage-specific agents

How this differs from /octave:meeting-prep:

• /octave:meeting-prep produces a strategic battle plan for an upcoming meeting
• /octave:deal-coach produces training and coaching materials organized around the three coaching stages

On-brand styling — use a brand kit if one exists

Before generating, decide whose brand this coaching asset should match (usually the target company; sometimes your own company). Then:

1. Resolve the company to a <slug> and check for a cached brand kit at ~/.octave/brands/<slug>/manifest.json.
2. If a kit exists → offer it: "I found a saved brand kit for <Company> — want this coaching asset rendered in their brand?" If yes, style the output with the kit instead of a generic preset:
   • inline the kit's tokens.css (:root + the embedded @font-face) and get-brand-components/assets/kit_base.css into the output <style>;
   • follow brand-kit.md → Signature moves, and reuse the kit's real logo, images/, and icons.json;
   • for doc-shaped output you can compose directly with get-brand-components/scripts/render_kit.py (hero / split / logos / pricing / cta / footer blocks).
3. If no kit exists → offer to build one first: "No brand kit for <Company> yet — want me to capture it (~1 min) so this is on-brand?" → run /octave:get-brand-components <domain>, then proceed.
4. If the user declines → generate with the default style/preset.

The brand kit is the strongest styling signal — when one is available, prefer it over generic --style presets. See the get-brand-components skill for the kit format, token contract, and renderer.

Optional review pass

After generating the asset, offer an optional review (don't force it): "Want me to run a quick review pass over this — layout, brand, narrative, groundedness, and AI-slop?" If yes, follow get-brand-components/references/asset-review.md: render/screenshot the output, inspect it across the five dimensions (render the pixels and actually look — overflow and white-on-white only show in the render), report a short scorecard of specific located findings, then fix and re-verify. Skip silently if the user declines.

Usage

/octave:deal-coach
/octave:deal-coach [company domain or name]
/octave:deal-coach --mode [roleplay|microsite|deck|quiz]
/octave:deal-coach --stage [resonate|elevate|compel]
/octave:deal-coach [domain] --mode roleplay --stage elevate

Examples

/octave:deal-coach
/octave:deal-coach acme.com
/octave:deal-coach --mode roleplay
/octave:deal-coach acme.com --mode microsite --stage compel
/octave:deal-coach --mode quiz --stage resonate
/octave:deal-coach acme.com --mode deck --stage elevate

Instructions

Follow these steps precisely. Do not skip or reorder them.

---

Step 1: Choose Output Type (CT-1)

If the user specified --mode, use that. Otherwise, ask:

AskUserQuestion({
  questions: [{
    question: "What kind of deal coaching output do you want?",
    header: "Output Mode",
    options: [
      {
        label: "Role Play",
        description: "Practice a coaching-backed conversation scored against Buyer Mindset, Value Props, and Talking Points. 8-12 exchanges, then a scorecard."
      },
      {
        label: "Coaching Microsite",
        description: "Self-contained HTML coaching page organized around Buyer Mindset / Value Propositions / Talking Points — with deal context, priority actions, and stage-grounded messaging."
      },
      {
        label: "Coaching Deck",
        description: "Slide presentation walking through the coaching framework for a specific deal, with stage-specific content and talk tracks."
      },
      {
        label: "Interactive Quiz",
        description: "Test coaching methodology knowledge with deal-grounded scenarios. Scoring breaks down by Resonate/Elevate/Compel."
      }
    ],
    multiSelect: false
  }]
})

Store the selected mode for routing in Step 5.

---

Step 2: Identify Deal Context (CT-2)

Determine if coaching should be grounded in a specific deal or run in generic/practice mode.

If the user already provided a domain, name, or email, skip to 2b.

2a. Ask for deal context

AskUserQuestion({
  questions: [{
    question: "Should this be grounded in a specific deal, or do you want generic practice?",
    header: "Deal Context",
    options: [
      {
        label: "Specific Deal",
        description: "Ground coaching in a real account — uses CRM data, findings, events, and the matched Motion ICP narrative to make coaching deal-specific."
      },
      {
        label: "Generic Practice",
        description: "Practice the methodology with library-level data only (personas, Motion ICP narrative, proof points). No specific account context."
      }
    ],
    multiSelect: false
  }]
})

If Generic Practice: Skip to Step 2c.

If Specific Deal: Ask for the company domain or contact email:

AskUserQuestion({
  questions: [{
    question: "What company domain or contact email should I research?",
    header: "Company",
    options: [
      {
        label: "Enter domain",
        description: "e.g., acme.com"
      },
      {
        label: "Enter email",
        description: "e.g., [email protected]"
      }
    ],
    multiSelect: false
  }]
})

2b. Gather deal-specific context

Run these MCP tool calls to build a complete picture. Run independent calls in parallel:

Company & CRM Context (parallel):

enrich_company({ domain: "<domain>" })
find_crm_records({ domain: "<domain>" })
find_crm_activities({ domain: "<domain>" })
generate_crm_context({ domain: "<domain>" })

Library Context (parallel):

search_knowledge_base({ query: "<company name> OR <industry>" })
list_findings({ domain: "<domain>" })
list_events({ domain: "<domain>" })
list_all_entities({ entityType: "persona" })
list_all_entities({ entityType: "competitor" })
list_all_entities({ entityType: "proofPoint" })

Motion ICP (after enrichment / persona / segment inference):

list_motions()
list_motion_icps({ motionOId: "<motion_oId>" })
find_motion_icp({ motionIcpOId: "<matched_motion_icp_oId>", includeLearnings: true })

If a Custom Motion Playbook (Thematic / Milestone / Account / Competitive) applies, also fetch its narrative:

list_motion_playbooks({ motionOId: "<motion_oId>" })
get_motion_playbook({ motionPlaybookOId: "<custom_motion_playbook_oId>" })

If any tool call fails, note the gap and continue. Coach with available data and flag missing context.

2c. Generic practice mode context

For generic mode, gather library-level data only:

list_all_entities({ entityType: "persona" })
list_all_entities({ entityType: "competitor" })
list_all_entities({ entityType: "proofPoint" })

Then load the Default Motion Playbook narrative for the most relevant Motion:

list_motions()
list_motion_icps({ motionOId: "<motion_oId>" })
find_motion_icp({ motionIcpOId: "<representative_motion_icp_oId>", includeLearnings: true })

2d. Load coaching reference files

Read the references needed for the inferred or selected stage:

Read: references/frameworks.md
Read: references/stage-mapping.md
Read: references/coaching-agents.md
Read: references/messaging-narratives.md

If generating HTML output (microsite or deck), also read:

Read: references/html-templates.md

---

Step 3: Infer Coaching Stage + User Override (CT-3)

If the user specified --stage, use that and skip to Step 3b.

3a. Infer stage from signals

Use the weighted inference algorithm from references/stage-mapping.md:

| Signal | Weight | Source | |--------|--------|--------| | CRM deal stage | 40% | find_crm_records → map to Resonate/Elevate/Compel | | Conversation findings | 30% | list_findings — pain points (→Resonate), competitor mentions (→Elevate), ROI/budget (→Compel) | | Deal activity patterns | 20% | list_events — discovery call (→Resonate), demo (→Elevate), proposal (→Compel) | | Time in stage | 10% | Days in current stage vs. expectation |

For generic practice mode: Skip inference. Let the user choose:

AskUserQuestion({
  questions: [{
    question: "Which coaching stage do you want to practice?",
    header: "Stage",
    options: [
      {
        label: "Resonate",
        description: "Understand and resonate with the buyer — discovery principles, building trust through understanding"
      },
      {
        label: "Elevate",
        description: "Confirm the fit and elevate the opportunity — disrupt status quo, differentiate on value, build credibility"
      },
      {
        label: "Compel",
        description: "Deliver the value and compel the buyer to action — business case, Why Now, champion enablement"
      }
    ],
    multiSelect: false
  }]
})

3b. Present inference and allow override

Confidence calibration: CRM absence is a data hygiene issue, not a deal health signal. If CRM data is missing but activity signals are strong, redistribute the CRM weight across other signals.

Present the inference:

STAGE INFERENCE
===============
Stage: [Resonate / Elevate / Compel]
Confidence: [High / Medium / Low]
Buyer's Journey Phase: [Phase Name]

EVIDENCE
--------
CRM Stage (40%): "[Stage Name]" → maps to [Stage]  [or "No CRM record — data gap, not deal gap"]
Findings (30%): [Key signals]
Activities (20%): [Key activities]
Time (10%): [Assessment]

Then confirm:

AskUserQuestion({
  questions: [{
    question: "Does this stage assessment look right?",
    header: "Confirm Stage",
    options: [
      {
        label: "Yes — proceed with [Stage]",
        description: "Generate [selected mode] coaching for [Stage]"
      },
      {
        label: "No — let me pick",
        description: "Override the inference and choose a different stage"
      },
      {
        label: "Show all stages",
        description: "See all 3 stages with descriptions before choosing"
      }
    ],
    multiSelect: false
  }]
})

If user picks "No" or "Show all stages," present the full stage list (same as generic mode above).

3c. Stall detection

If time-in-stage signals indicate a stalled deal (>2x expected time), add stall diagnosis:

STALL DETECTION
===============
This deal appears stalled at [Journey Phase].
Time in stage: [X] days (expected: [Y] days)

Root Cause Hypothesis: [Stage] gap
- [Explanation of why this stage gap is likely the root cause]
- [Specific evidence from findings/activities]

Recommendation: Focus coaching on [Root Cause Stage], not the nominal CRM stage.

Route to the root cause stage's coaching agent, not the nominal stage.

---

Step 4: Route to Coaching Agent (CT-4)

Based on the confirmed stage, activate the appropriate coaching agent from references/coaching-agents.md:

| Stage | Coaching Agent | Focus | |-------|---------------|-------| | Resonate | Resonance Coach | Discovery principles (wide, deep, high), trust building | | Elevate | Elevation Coach | Case for Change, Value Framing, differentiated value, proof points | | Compel | Compel Coach | Business case building, Why Now Case, champion enablement |

Cross-stage agents (available as supplements):

• Negotiation Strategist — Available when stage is Compel and negotiation dynamics surface
• Objection Handler — Available at any stage when objections surface in findings

Load the agent's persona, coaching criteria, scoring rubric, and grounding instructions from the reference file. Use the grounding map from references/messaging-narratives.md to connect the agent's outputs to the seller's Octave library data.

---

Step 5: Generate Output (CT-5)

Branch based on the output mode selected in Step 1.

---

Mode 1: Role Play (RP-1 through RP-4)

RP-1: Setup the Scenario

AskUserQuestion({
  questions: [{
    question: "What kind of role play do you want?",
    header: "Scenario",
    options: [
      {
        label: "Single Stage Practice",
        description: "Practice one stage ([Stage]) in a focused 8-12 exchange conversation"
      },
      {
        label: "Full Journey Simulation",
        description: "Walk through Resonate → Elevate → Compel in sequence, simulating the full buying journey"
      }
    ],
    multiSelect: false
  },
  {
    question: "How difficult should the buyer be?",
    header: "Difficulty",
    options: [
      {
        label: "Friendly",
        description: "Buyer is open and receptive. Good for learning the coaching framework."
      },
      {
        label: "Skeptical",
        description: "Buyer pushes back moderately. Tests methodology under pressure."
      },
      {
        label: "Hostile",
        description: "Buyer is resistant, dismissive, or aggressive. Tests advanced skills and composure."
      }
    ],
    multiSelect: false
  }]
})

If in specific-deal mode, identify the buyer persona from entities gathered in Step 2. If generic, let the user choose from available personas:

AskUserQuestion({
  questions: [{
    question: "Which persona should the buyer represent?",
    header: "Buyer Persona",
    options: [
      // Dynamically populated from list_all_entities({ entityType: "persona" })
      {
        label: "[Persona Name]",
        description: "[Persona title/role — from entity data]"
      }
      // ... up to 4 personas
    ],
    multiSelect: false
  }]
})

RP-2: Load Stage-Specific Intelligence

Load the coaching agent's rubric and grounding map for the selected stage.

For deal-specific mode, map all Octave data to coaching output fields using references/messaging-narratives.md.

For generic mode, use the Default Motion Playbook narrative data (Motion ICP cell) to create a representative scenario.

Prepare buyer behavior rules based on stage:

| Stage | Buyer Psychology | Behavior Rules | |-------|-----------------|---------------| | Resonate | Exploratory, guarded | Shares surface problems, tests whether seller digs deeper. Friendly: volunteers info. Hostile: one-word answers. | | Elevate | Status quo defender / comparison shopper | Resists change, references competitors. Friendly: open to new perspective. Hostile: "We've been doing fine for years" / "Your competitor does that too." | | Compel | Analytical, needs numbers, risk-averse | Asks about ROI, pushes back on vague claims. Friendly: engages with data. Hostile: "Those numbers don't apply to us" / "Now is not the right time." |

RP-3: Run the Role Play

Set the scene:

See mode-output-templates.md for the role play scene setup template.

Then begin as the buyer persona:

• Play the buyer with stage-appropriate behavior (see table above)
• Adjust resistance based on difficulty level
• Drop stage-relevant cues that a well-trained seller should pick up on
• Friendly: give verbal rewards when the seller executes methodology correctly
• Skeptical: push back on weak points but yield to strong methodology
• Hostile: resist aggressively; only yield to excellent execution
• Allow natural conversation flow — don't force every principle or beat
• After 8-12 exchanges, signal wrap-up: "I think we're running short on time..."

For Full Journey Simulation:

• Start at Resonate and progress through each stage
• After each stage, pause: "Good — let's fast-forward. [Context for next stage]."
• Score each stage independently, then provide a cumulative scorecard

RP-4: Coaching Scorecard

After the role play ends:

See mode-output-templates.md for the full coaching scorecard template with stage-specific talking points rubrics.

After the scorecard:

Want to:
1. Run this role play again (same stage, same difficulty)
2. Try a harder difficulty level
3. Practice the next stage ([Next Stage])
4. Practice objection handling for this stage
5. Get a coaching microsite for this stage
6. Switch to a different output mode
7. Done

---

Mode 2: Coaching Microsite (MS-1 through MS-3)

MS-1: Style Selection

Reference the style preset system from skills/deck/references/style-presets.md.

Each coaching stage has a default style preset:

| Stage | Default Preset | Rationale | |-------|---------------|-----------| | Resonate | soft-light | Exploratory, calm, trust-building | | Elevate | midnight-pro | Urgency, disruption, bold contrast | | Compel | executive-dark | Business gravitas, financial seriousness |

Present the default with option to override:

AskUserQuestion({
  questions: [{
    question: "The default style for [Stage] is [preset name] ([rationale]). Want to use it or pick a different style?",
    header: "Style",
    options: [
      {
        label: "[Default Preset] (Recommended)",
        description: "[Preset description]"
      },
      {
        label: "Pick a different style",
        description: "Choose from available presets"
      },
      {
        label: "Auto-pick from brand",
        description: "Extract colors from the company's website and generate a custom theme"
      }
    ],
    multiSelect: false
  }]
})

If user picks "Pick a different style," present mood-based preview options (follow the pattern from deck/SKILL.md Step 4).

MS-2: Generate Content Outline

Before generating HTML, present the content plan:

See mode-output-templates.md for the microsite content outline template with full structure, design principles, and Octave sources block.

MS-3: Generate HTML

Use templates from references/html-templates.md to generate a self-contained HTML file.

Content grounding rules (from references/messaging-narratives.md):

• Every Value Proposition must reference specific Motion ICP narrative content (Strategic narrative / Benefits and impacts) — never generic claims
• Every proof point must cite a specific library entity, appear inline in the section it supports, and include a usage note (deploy now / save for later / already shared)
• Every Talking Point must be grounded in the deal context (if available) and connected to the Buyer Mindset
• Every objection response must be grounded in the specific decision the buyer is making — not generic competitive objections
• Use "perspective-shifting question" framing — collaborative, not adversarial
• This is a selling tool — orient language around advancing the deal

Structural rules:

• Header + Deal Brief is NOT collapsible — full-width gradient hero with deal stats
• Priority Actions, Deal Activity, and Journey Map are collapsible <details> with +/− toggle
• Sections 01-06 (07 if MEDDPICC included) are collapsible <details> elements
• ALL collapsible sections start COLLAPSED by default (no open attribute)
• The Play is NOT collapsible — full-width gradient footer
• No duplicate content between sections
• Evidence goes inline (not standalone)
• Do NOT use framework labels as visible headers in Talking Points (e.g., "The Shift", "The Stakes"). Use practical deal-specific language. The framework informs content structure internally.
• Do NOT include both "Elevate" and "Evaluate" badges in the header — use "Coaching Stage: [Name]" only. The Journey Map section explains the buyer journey mapping.

Content density limits: | Section | Limit | |---------|-------| | Header + Deal Brief | Company info + 4-6 deal stats + coaching stage badge + deal-specific subtitle | | Priority Actions | Exactly 3 actions | | Deal Activity | 3-6 timeline entries (key events + "Next" entry) | | Journey Map | 3 phases (Resonate/Elevate/Compel), each with generic explanation + deal-specific context | | Stage Assessment | 3-4 evidence cards + confidence calibration | | Buyer Mindset | Mindset narrative + 3-5 buyer signals + adaptation guidance | | Value Propositions | 4-6 props with evidence inline and usage notes | | Talking Points | 4-6 talk tracks (strategic point + quote + evidence) organized by conversation flow | | Objection Handling | 3-5 objections grounded in buyer's decision frame | | Next Stage Preview | 1 transition checklist + next agent preview | | Deal Gaps (MEDDPICC) | 8 elements + gap-to-action mapping (if included) | | The Play | 1 strategic sentence + 1 concrete action |

Output location:

.octave-deal-coach/
  [company-kebab]-[stage]-[YYYY-MM-DD]/
    [company-kebab]-[stage].html

Example:
.octave-deal-coach/acme-corp-elevate-2026-03-03/acme-corp-elevate.html

For generic mode, use practice instead of company name:

.octave-deal-coach/practice-resonate-2026-03-03/practice-resonate.html

After writing the file, open it:

open "[file path]"

---

Mode 3: Coaching Deck (DK-1 through DK-3)

DK-1: Style Selection

Same as MS-1. Use stage-appropriate default presets.

DK-2: Generate Slide Outline

Present the slide outline for approval. Slide content varies by stage:

Resonate (~7 slides):

1. Title Slide — "[Company] — Resonate" + stage badge
2. Stage Context — Deal position, buyer's journey phase, buyer mindset assessment
3. Buyer Mindset Deep Dive — Awareness level, trigger, constraints, adaptation guidance
4. Discovery Principles — Go wide, go deep, go high — applied to this deal
5. Value Propositions — Stage-appropriate props with deployment guidance
6. Talking Points — Discovery questions and conversation starters with listening cues
7. Next Steps — Transition checklist to Elevate

Elevate (~9 slides):

1. Title Slide — "[Company] — Elevate" + stage badge
2. Stage Context — Deal position, competitive landscape, buyer mindset
3. Buyer Mindset Deep Dive — Status quo attachment, change readiness, evaluation mode
4. The Case for Change — The Shift → The Stakes → The Possibility for this deal
5. Differentiated Value — What's unique AND important to this buyer
6. Value Propositions — Value Framing examples (Product → Buyer → Executive voice)
7. Talking Points — Case for Change talk tracks + differentiation delivery
8. Proof Points — Evidence grid with deployment guidance
9. Next Steps — Transition checklist to Compel

Compel (~9 slides):

1. Title Slide — "[Company] — Compel" + stage badge
2. Stage Context — Decision dynamics, stakeholder positions, buyer mindset
3. Buyer Mindset Deep Dive — Decision process, champion strength, detractors, risk appetite
4. Before vs. After — Side-by-side with quantified delta
5. Value Chain — Capability → workflow improvement → business outcome → financial result
6. Value Propositions — ROI-focused props with quantified outcomes per stakeholder
7. The Why Now Case — Business urgency + personal urgency
8. Talking Points — Business case narration + champion enablement scripts
9. Next Steps — Decision pathway and timeline

Present outline and ask:

Generate this deck?
1. Yes — generate
2. Adjust slides
3. Change style
4. Start over

DK-3: Generate HTML Deck

Use slide templates from references/html-templates.md for a self-contained HTML file with scroll-snap slide architecture.

Viewport fitting rules (from deck/SKILL.md):

• ALL font sizes use clamp() — never fixed px
• ALL spacing uses clamp()
• Strict content per slide: Title = 1 heading + 1 subtitle; Content = 1 heading + 4-6 bullets; Grid = max 6 cards
• If content exceeds limits, split into additional slides
• overflow: hidden on every .slide
• Media queries at 700px, 600px, 500px for short viewports

Animation:

• Staggered entrance via Intersection Observer
• .animate-in class with opacity + translateY
• nth-child stagger delays
• Respect prefers-reduced-motion

Navigation:

• Keyboard: ArrowDown/Up, Space, PageDown/Up
• Scroll snap for touch/trackpad
• Progress bar + nav dots
• Print: page-break-after: always, remove snap

Output location:

.octave-deal-coach/
  [company-kebab]-deck-[stage]-[YYYY-MM-DD]/
    [company-kebab]-deck-[stage].html

After writing, open in browser:

open "[file path]"

---

Mode 4: Interactive Quiz (QZ-1 through QZ-4)

QZ-1: Choose Quiz Type

AskUserQuestion({
  questions: [{
    question: "What type of coaching quiz do you want?",
    header: "Quiz Type",
    options: [
      {
        label: "Stage Recognition",
        description: "A buyer says X — which coaching stage? Tests your ability to diagnose where a deal is."
      },
      {
        label: "Methodology Application",
        description: "You're in [Stage] — what's the right Buyer Mindset, Value Props, and Talking Points approach? Tests methodology knowledge."
      },
      {
        label: "Talk Track Completion",
        description: "Buyer says [objection/question]. Using the coaching methodology, what's your response?"
      },
      {
        label: "Full Review",
        description: "Mix of all categories covering Resonate, Elevate, and Compel. Comprehensive assessment."
      }
    ],
    multiSelect: false
  },
  {
    question: "How many questions?",
    header: "Length",
    options: [
      {
        label: "Quick (5 questions)",
        description: "Fast check — 5-10 minutes"
      },
      {
        label: "Standard (10 questions)",
        description: "Thorough assessment — 15-20 minutes"
      },
      {
        label: "Deep (15 questions)",
        description: "Comprehensive review — 25-30 minutes"
      }
    ],
    multiSelect: false
  }]
})

QZ-2: Load Quiz Material

Load coaching content from reference files. If deal-specific, ground questions in actual deal data. If generic, use Motion ICP narrative data (the Default Motion Playbook).

Build question bank by category:

Stage Recognition:

• Present a buyer quote or scenario → ask which stage
• Use findings and CRM data for realistic scenarios
• Include red herrings (scenarios that seem like one stage but are actually another)

Methodology Application:

• Name a stage → ask for the right approach
• E.g., "You're in Elevate. What are the three beats of the Case for Change?"
• E.g., "A buyer says they're evaluating competitors. Which coaching output fields should you focus on, and what goes in each?"
• Include application questions that test Buyer Mindset → Value Props → Talking Points mapping

Talk Track Completion:

• Present a buyer statement → ask for the methodology-backed response
• E.g., "Buyer: 'We're happy with what we have.' Using the Elevate methodology, what do you say next?"
• Score on methodology adherence AND natural delivery

Full Review:

• Mix all categories
• Weight toward the selected/inferred stage
• Ensure coverage across all three stages

QZ-3: Run the Quiz

Present questions one at a time:

QUESTION [N]/[Total]
Category: [Stage Recognition / Methodology Application / Talk Track Completion]
Stage: [Resonate / Elevate / Compel]
[If deal-grounded: "Based on your [Company] deal"]

[Question text]

[For multiple choice: Present 4 options]
[For open-ended: Ask the user to type their response]

After each answer:

[Correct / Partially Correct / Incorrect]

[Brief explanation referencing specific coaching elements]
[If deal-grounded: How this applies to their specific deal]

Score so far: [X]/[N]

QZ-4: Quiz Results

See mode-output-templates.md for the full quiz results template with breakdowns by stage, dimension, and category.

After results:

Want to:
1. Retake this quiz
2. Take a quiz focused on your weakest area ([Stage])
3. Practice a role play for your weakest area
4. Get a coaching microsite for your weakest area
5. Try a different output mode
6. Done

---

Step 6: Delivery + Next Actions (CT-6)

After delivering any output, offer iterations:

For Role Play and Quiz: Next actions are included in RP-4 and QZ-4 above.

For Microsite and Deck: After opening the HTML file, present:

Coaching [microsite/deck] generated and opened in your browser.

File: [file path]
Company: [Company Name or "Generic Practice"]
Stage: [Resonate / Elevate / Compel] — [Stage subLabel]
Coaching Agent: [Agent Name]
Style: [Preset Name]

Want to:
1. Practice this stage with a role play
2. Add MEDDPICC deal gap analysis [if not already included]
3. Move to the next stage ([Next Stage]: [subLabel])
4. Try a different output mode for this stage
5. Regenerate with a different style
6. Done

If the user picks option 3 (next stage), return to Step 3b with the next stage pre-selected and flow through Steps 4-5 again.

---

Output Directory

All HTML outputs go to .octave-deal-coach/ in the project root:

.octave-deal-coach/
  [company-kebab]-[stage]-[YYYY-MM-DD]/
    [company-kebab]-[stage].html            # Microsite
  [company-kebab]-deck-[stage]-[YYYY-MM-DD]/
    [company-kebab]-deck-[stage].html       # Deck

This directory should be in .gitignore.

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MCP Tools Used

Research & Enrichment

| Tool | Purpose | |------|---------| | enrich_company | Company profile, industry, tech stack, strategic context | | find_crm_records | Deal stage, amount, close date, pipeline position | | find_crm_activities | Recent interactions — calls, emails, meetings | | generate_crm_context | AI-synthesized CRM narrative |

Library — Fetching

| Tool | Purpose | |------|---------| | list_motions | List all Motions in the workspace | | list_motion_playbooks | List Motion Playbooks (Default + Custom) under a Motion | | get_motion_playbook | Full details for a Motion Playbook | | list_motion_icps | List Motion ICP cells (persona × segment intersections) for a Motion | | find_motion_icp | Full Motion ICP cell narrative (Target ICP overview, Operating landscape, Strategic narrative, Pains and consequences, Benefits and impacts, Methodology, References) plus Learning Loop learnings | | get_entity | Individual entity details (persona, competitor, proof point) |

Library — Searching

| Tool | Purpose | |------|---------| | search_knowledge_base | Find matching guides and research | | search_resources | Find relevant resources (docs, presentations) | | list_all_entities | List personas, competitors, proof points, references | | list_findings | Objections, pain points, competitor mentions from conversations | | list_events | Deal history, stage changes, activity timeline |

Content Generation

| Tool | Purpose | |------|---------| | generate_content | Generate supporting content if needed |

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Error Handling

No CRM data found: "I couldn't find CRM records for [domain]. I'll proceed with library-level data only. Stage inference will rely on findings and events. You can also manually select a stage."

No Motion ICP found: "No matching Motion ICP cell found. I'll use general coaching methodology without Motion-specific grounding. Talk tracks will reference the framework but won't include your specific Strategic narrative, Benefits and impacts, or Methodology content. Consider creating a Motion for this offering, or layering a Custom Motion Playbook (Thematic / Milestone / Account / Competitive) onto an existing Motion."

No findings/events: "No conversation findings or events found for [domain]. Stage inference will rely primarily on CRM stage. For more accurate coaching, ensure conversation data is synced to Octave."

Reference file not found: "Could not load [reference file]. Falling back to general coaching methodology. For full coaching, ensure reference files are in skills/deal-coach/references/."

Stage inference low confidence: "I'm not confident about the coaching stage — multiple stages scored similarly. I'd recommend selecting manually. Here are all options: [present all three stages]."

MCP connection failed: "Could not connect to Octave. Check your connection with /octave:workspace. Deal coaching requires Octave MCP tools for deal context and library data."

HTML write failed: "Could not write the HTML file. Check that .octave-deal-coach/ is writable. Try: mkdir -p .octave-deal-coach"

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Related Skills

• /octave:train — Generic sales training (role play, quiz, guided learning) without deal coaching methodology
• /octave:meeting-prep — Strategic meeting battle plan as HTML
• /octave:deck — General-purpose slide deck builder
• /octave:pipeline — Deal coaching and pipeline management
• /octave:enablement — Sales enablement materials (cheat sheets, objection guides)
• /octave:battlecard — Competitive intelligence and battlecards
• /octave:research — Account and person research