Selling/AI

The deal system for B2B sellers

Deal OS

Run every deal on what the buyer said, with gates that hold.

Generic AI sales output fills the gaps with things nobody said. Deal OS ties every fact in a deal to the buyer's exact words, the call date and the timestamp, and keeps the deal in its stage until the buyer gives it a reason to move.

Pay what you want. $1 minimum. $19 suggested. Choose your amount at checkout. USD, one-time purchase.

The cover of the Deal OS guide
Pages in the guide
160
Copy-paste prompts
14
Claude skills
12
Test checks passed, 0 failed
249

The problem

Your AI Writes What It Thinks the Buyer Said

Ask an AI for a follow-up after a call and you get praise for a conversation nobody enjoyed, challenges nobody named and a next step with no owner or date.

Deal OS checks every line against the call before it goes out. This is the send-check skill on a generic AI follow-up.

send-checkUnedited excerpt

NOT READY TO SEND: 28 problems.

LineTextProblem
5I really enjoyed learning more about Calder LogisticsPraise filler. None of your five emails praises the call. They open on the buyer's own words or numbers.
5I'm excited aboutForbidden word, and on your Voice File never-use list.
5the challenges your team is facingNo timestamp and no quote for what Dana's team faces.
9[Key challenge or goal Dana mentioned]Placeholder.
13As a next step, I'd suggestThe next step has no owner and no absolute date.
17I look forward to continuing the conversation.Filler. The email ends with no next step, owner or date, and the laws end an email on those.

22 more rows in the full output, each with its fix.

The method

Every Fact Carries Its Source

Each deal lives in one Deal File. Every fact in it carries one of four states, and the state decides what the fact is allowed to do. A rep cannot un-say what a buyer said, and a rep cannot make a deal look healthy on claims alone.

CONFIRMED

The buyer said it or agreed to it on the record. Exact quote, speaker, call date, timestamp.

Counts toward: Gates, health and forecast

MENTIONED

It came up, but the buyer did not confirm it, or only the seller said it.

Counts toward: Nothing

ATTESTED

The rep marked it true with no call behind it. Requires the real date it happened and a one-line note.

Counts toward: Gates only, never health or forecast

UNKNOWN

Never covered.

Counts toward: Nothing

From the worked example's Deal File

Economic Buyer CONFIRMED

“It's my budget and my signature. Anything over fifty thousand is mine.”

Priya Shah, 2026-12-01 [15:10]

The gates

A Deal Moves When the Buyer Moves It

Every stage has exit criteria. Ask "Can Calder move to Stage 2?" and the stage-gate skill checks each one against the Deal File.

It passes the deal or blocks it. A block names what is missing, who clears it and by when.

stage-gateUnedited excerpt

BLOCKED: Calder Logistics stays in 1 Discovery. Open: S1.4.

  • S1.1At least 6 of 8 MEDDPICC letters CONFIRMEDMET
  • S1.2At least 3 exact pain quotes with timestampsMET
  • S1.3At least one metric with a current numberMET
  • S1.4Demo or next meeting on the calendar with an agreed agendaOPEN

Evidence or gap
Sam Reyes asked for a call with Priya and Marcus, Sam Reyes, 2026-11-03 [26:40]. Dana Ortiz asked for the estimate first and named no date, Dana Ortiz, 2026-11-03 [26:44]. No meeting is on the calendar, and Dana has not agreed to a date or an agenda.

Action to clear it
Ask Dana Ortiz for a date and an agenda for the call with Priya and Marcus in the estimate email.

Owner: Sam Reyes. Date: 2026-11-06.

The close

A Get for Every Give

On the third call the CFO asked for 20% off. The negotiation skill read the Deal File and the discount ladder in the Company File, then wrote the counter and the words to say.

negotiationUnedited excerpt

Priya Shah asked for 20% off the $72,000 first year: $14,400, leaving $57,600. The VP of Sales approves it, and you approve up to 10% alone. Recommendation: counter, with a get for every give.

The words to say

If we give you ten percent off, which is $7,200 and brings the first year to $64,800, we need your signature by December 18, 2026 and the first year paid in full at signing.

Twenty percent is above what I approve alone, so I am taking it to our VP of Sales. If we give more than ten percent, we need a two-year term as well. I will come back to you by December 3, 2026.

Every output above came from the 12 skills in the download, run on one deal across three calls.

Get Deal OS

Any AI skill level

Start Where You Are

One method, four ways to run it. The files you fill in carry over when you move up.

  1. 1

    Copy-paste

    Never used AI for selling

    The 14 prompts, in any AI chat

    Setup: None

  2. 2

    The Project

    Uses ChatGPT or Claude most weeks

    A Project holding your Company File, Voice File and one Deal File per deal

    Setup: About an hour

  3. 3

    The Skills

    Comfortable with Claude

    The 12 skills, asked in plain English: "Update the Calder deal with this transcript"

    Setup: About an hour, most of it on the two files

  4. 4

    The Folder

    A paid Claude plan with the desktop app

    Claude working in the folder itself, editing Deal Files and running a Monday pipeline review

    Setup: About an hour

Not sure where to start? Attach GIVE-THIS-TO-YOUR-AI.md in any AI chat and type “Onboard me.” Your AI finds your level, fills in your two files from your answers and walks you through setup.

The download

What You Get

A 160-page guide and a folder of plain text files, in one ZIP, the moment you pay.

deal-os/
  GIVE-THIS-TO-YOUR-AI.md   Attach it, type "Onboard me."
  START-HERE.md             Pick your level
  company/company-file.md   What you sell, to whom, against whom
  voice/voice-file.md       How you write, words you never use
  method/                   Stages, evidence, laws, 9 plays, 5 templates
  deals/_template/          The Deal File, one per deal
  prompts/                  14 copy-paste prompts
  skills/ and dist/         12 Claude skills, as source and upload-ready ZIPs
  example/                  One made-up deal across three calls
Deal-OS-Guide.pdf           160 pages
Deal OS guide page: Start Here: find your level
Start Here: find your level
Deal OS guide page: Exit criteria for every stage
Exit criteria for every stage
Deal OS guide page: The Champion Test
The Champion Test
Deal OS guide page: The Monday pipeline review
The Monday pipeline review

Where the rules come from

Built From Systems That Ran Real Deals

The rules come from two places. The first is DealIQ OS, the deal software I built and retired: its stage ladder, its exit criteria and its scoring math. The second is my SaaS Sales Operating System: its operating laws, its stage pages and its deal room sections.

Deal OS keeps what worked in both, fixes what didn't, and runs without any software of mine. I took an inherited $22M national accounts book to $48M in 22 months.

Jay Campbell, Selling with AI

Tested before it shipped

Every skill ran in a fresh Claude session against written expectations. Final pass on October 18, 2026, 26 runs across the nine deal skills: 249 checks passed, 0 failed.

Built Claude-first

The prompts run in any AI chat. The skills have not been tested outside Claude, and the guide says so.

What it's not

  • Not a prompt pack. Every output runs on your transcripts and your files.
  • Not software. Plain text files you own.
  • Not a CRM replacement. It writes the notes your CRM needs.

Questions

Before You Buy

Which AI do I need?

The prompts run in any AI chat. The skills need Claude, and Level 4 needs a paid Claude plan with the desktop app. Appendix A of the guide covers Claude, ChatGPT, Gemini and Copilot plan by plan.

Do I need to code?

No. Every file is plain text. Open it in Notepad, TextEdit or any text editor.

Is the example deal real?

No. Calder Logistics, Ledgerline and everyone on the calls are made up. The outputs on this page are the skills' real, unedited output on that made-up deal.

What happens after I pay?

Your download page opens. It holds one ZIP with the 160-page guide and the deal-os folder.

I lost my download link.

Reply to your Stripe receipt and I'll send it again.

Does it replace my CRM?

No. It writes the notes your CRM needs, in your own field names.

Run Your Next Deal on Evidence

Pay what you want. $1 minimum. $19 suggested. Choose your amount at checkout. USD, one-time purchase.