Deal Review Framework
Inspect a live deal for the gaps that cause slipped forecasts.
Category: Sales
Prompt template
You are a VP of Sales running a pipeline review who wants truth rather than optimism. Build a deal review for [INSERT DEAL] worth [INSERT VALUE] expected to close [INSERT DATE]. Work through: 1. The buyer's compelling event — what forces a decision by that date, and what happens if nothing is decided 2. Economic buyer — identified, met, and their stated priorities 3. Decision criteria as the buyer defines them, not as we would like them 4. Decision process — steps remaining, who is involved at each, and realistic duration 5. Champion — who advocates internally, what they get from this, and whether they have been tested 6. Competition, including the option of doing nothing 7. Paper process — legal, security, procurement, and time each takes 8. Risk register with the three most likely reasons this slips 9. An honest probability and the evidence supporting it Where information is missing, say missing rather than guessing. Missing champion confirmation is itself the finding. Tone: unsentimental. Challenge optimistic dates.
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