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Win Room — Deal Prep
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Prepared by your sales leader before each session. Rank deals top to bottom by priority.
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How to use:
1. To get started, click File → Make a copy to save this to your Google Drive. Or click File → Download to save it to your computer.
2. Fill in one row per deal. Rank your most important deals at the top. Draw a bold line under the must-win deals - nothing below that line gets discussed until plans are locked for everything above it. The "Specific ask" column is the most important. Be concrete: "I need our CEO to call their CFO" or "I need a technical demo by Friday."
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#Deal nameDeal sizeLikelihoodWhere it standsWhat's in the wayWho else the buyer
is talking to		Specific askAsk deadline
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↑ Draw the must-win line here. Nothing below gets discussed until plans are locked for everything above.
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ExecEdge
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Sharp thinking for leaders. Subscribe at execedge.com
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