🚀 What needs to happen?

Workflows >> Pipeline review >> What needs to happen for this deal to close?

In order for this opportunity to turn into a sale, or for the deal to move forward:

Which action or event needs to take place?

Do you need to:

  • Follow up?
  • Reactivate a conversation that's gone quiet?
  • Remind your buyer to send a Request For Proposal?
  • Ask your attorney to draft up the NDA your client asked for?
  • Record that bio video you said you'd send?

Whatever the type of deal or the stage it's in, there's always something that has to happen.

So once you determine what needs to happen, ask yourself:

That "thing" that needs to happen... is it in your control?


Want to get better at managing your pipeline and closing your deals?

Subscribe to receive a short & useful daily email, and also:

Get instant access to the SFC Pipeline Habit Scorecard, and get a diagnosis on where your sales process can be improved 👇

Navigation

4d44732b-9d2c-4da9-9038-611c4c36090e

Need some help?

Send a message to Martin