Illustrative workflow Sales
Deal strategy
Build a deal discussion around the customer's decision process and the evidence still missing.
The approach
Map known stakeholders to their stated concerns, identify gaps in the buying process and propose a next conversation for each unresolved decision.
Prepare the source material
- Opportunity brief
- Decision criteria
- Stakeholder notes
Expected output
A deal strategy worksheet with evidence gaps, discovery questions and proposed next steps.
Output specification for an illustrative workflow; no generated result is claimed.
From context to review
Opportunity brief
Decision criteria
Stakeholder notes
Deal strategyWorkflow plan
Human review
Review before using the result
The account owner must validate assumptions about authority, budget and timing before acting.