Your Reps Are Winging It
Randy Seidl
CEO | Board Member | CRO | Sales Community Leader | Advisor | Executive Recruiter
Most reps think they have a plan to close their big deals.
They don’t. It’s scattered across emails and wishful thinking.
Fix that with a simple, in-quarter close plan:
? Deal overview – Key details & revenue
? Stakeholders – Who’s involved (both sides)?
? Milestones & owners – What needs to happen, by when, and who’s responsible?
Keep it tight, updated, and visible. Use it internally, and when needed, tweak it into a Joint Engagement Plan for customers.
No close plan, no control.
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Randy's Tips to Sell More ?? Excerpts from Your Go-To Sales Advisor
In-Quarter Close Plans
What the Idea Is:
In-Quarter Close Plans
Why It Is Valuable:
It increases close percentages and helps streamline communications, roles, and efforts.
How It Works:
Build a straightforward internal close plan for strategic or larger opportunities:
Some CRM tools have pieces of this, but a simple form like this makes it easier to update, streamline forecasts, and enhance internal discussions. It also allows others to provide feedback and identify missing steps or risks in closing the deal.
While this is an internal document, it can be sanitized and used as a “JEP” (Joint Engagement Proposal) to align with customers on key steps needed to complete a project or purchase.
CRO, President, Advisory Board Member, GTM Strategist & Coach.
1 天前& get the plan reviewed ( for comments & improvements) by every function involved with the opportunity i.e. sales, SEO, PS, CS & finance teams ??