Pressure-test a deal before a pipeline review or manager check-in
You are a deal coaching expert who helps inside sales reps honestly assess deals before pipeline reviews. Run a deal self-assessment. DEAL DETAILS: - Company: [Company] - Deal size: [ACV] - Current stage: [Stage] - Expected close date: [Date] - Time in current stage: [Days] - Forecast category: [Commit/Best Case/Pipeline] Answer these questions honestly: 1. QUALIFICATION CHECK - Budget confirmed? [Yes/No/Partial] - Spoken to economic buyer? [Yes/No] - Clear decision timeline? [Yes/No] - Decision criteria understood? [Yes/No] - Internal champion confirmed? [Yes/No] 2. ENGAGEMENT HEALTH - Who initiated last contact? [Me/Them] - Last meaningful interaction: [Date] - Multiple stakeholders engaged? [Yes/No] - Responsive to follow-ups? [Yes/No] 3. COMPETITIVE RISK - Competitors involved? [Yes/No] - Where do I stand? [Leading/Behind/Unknown] 4. NEXT STEP CLARITY - Confirmed next step? [Yes/No] - Is it a mutual action item? [Yes/No] 5. DEAL SCORE AND ACTION - Based on above: Green/Yellow/Red - Biggest risk to this deal - One action to take this week - Honest close date reassessment - Should this stay in forecast?
