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Closing·Pipeline Management·3-page PDF·intermediate
The Paper Process Checklist
Everything between the verbal yes and the signature, with an owner and a date on every line. Sixteen steps across four stages, and a readiness score that tells you whether the deal is forecastable.
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CLOSING + PIPELINE MANAGEMENT · 3-PAGE PDF
The Paper Process Checklist
What's inside
- Sixteen steps in four stages: commercial, their approval, legal and security, signature
- Owner, date agreed and done for each, with the gaps counted automatically
- A readiness score out of five, weighted to the two steps that most often cause a slip
- The five questions to answer before you forecast anything as closed
- A worked example that was forecast for June and signed on 9 July
What sellers & sales leaders are saying
"The saying goes that the first task of any new sales leader is to build the playbook. Matt does this for you in this astonishing collection of go-to-market business critical playbook of intelligence, bound up like a single pane of glass that is easy to consume. This is an incredible asset for any sales leader looking to make waves. Highly recommended."
DL
Doron Luder
VP of Sales, VinciWorks
Free forever. We'll email it to you.
Part of this track
Closing & Negotiation
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