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Tactic_Toolkit@4x

KD’s Deal Management Checklist

Oh the lovely pipeline reviews - the things reps tend to hate and leaders just get massively wrong.

To nail this process, you have to have a “Deal Management Process” not just a “Sales Methodology”.

That’s why KD has written out his Deal Management Checklist that he’s seen success with when coaching/training hundreds of sales reps. 

This checklist will help you understand what questions/areas of a deal you should be focusing on during your pipeline review to keep them on track.

What You'll Learn

  • Deal Inspection: The 5 key areas you should be reviewing in every deal

  • Forecasting: What to look at to identify the likelihood of close

  • Key Questions: Top 3 questions your reps should be able to answer about every deal 

kd
kyle

Meet Kyle Coleman - The CMO Extraordinaire!

Kyle's not your average CMO; he's one of the best marketers in the game who also understands the SDR machine as true prospecting savant. He's equal parts science and art — with unbelievable prospecting skills to match his mindset around metrics.

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