How to use the Deal review template

Start a board from it
Use this template opens a new Freero board with the Deal review template on it (sign up free first). On a board you already have, open Templates in the toolbar and search for “Deal review”.
Follow the instruction on the board
“Fill it from evidence (emails, call notes), not hope. If the next step has no date agreed with the buyer, the deal isn’t moving.”
Fill in each part
- Where it stands Stage, size, expected close, and why we believe it.
- Their problem The pain in their words, and its cost.
- Who decides Buyer, champion, blockers.
- Competition Who else they’re looking at, including doing nothing.
- Risks What could kill or delay it.
- Next step The specific step and date agreed with the buyer.
Bring your team and your agents
Invite people to the board or share a link, and work on it together live. The timer is in the top bar, private mode and voting in the board menu, and Claude or ChatGPT can join through Freero’s MCP server.

Work on it with an AI agent

Connect an assistant once and it works on the board with you, with your permissions: by default it reads and proposes, and people decide.

You ask: “Fill in the Deal review board from these notes.”
What happens It reads the board, then proposes sticky notes for it. Nothing changes until someone on the board accepts them.
You ask: “Group what we wrote into themes and list the actions.”
What happens It proposes clusters with a title each and task cards for the actions, labelled with its name and yours.

Sales pipeline review
Deals by stage with the next step on each, plus the questions a weekly pipeline review should ask.
Revenue forecast by stream
Forecast each revenue stream quarter by quarter, with how confident you are and the assumption behind every number.
Win/loss review
Look back at recent deals, won and lost, and turn the patterns into changes to the product, pitch and process.
Customer advisory board
Plan a session with a small group of key customers: who to invite, what to ask them, what to share and how you will follow up.
Onboarding kickoff call
Run the first call with a new customer: confirm why they bought, who is involved, what launch looks like and the next two weeks.
Sales to success handoff
Pass a newly signed customer from sales to the success team with everything promised, every contact and every known risk.