Your Reps Are Winging It

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.

Use the link below for a Sales Community FREE year membership:

?? Get access to exclusive events, content, and tips and tricks from the top CRO's

Sales Community's Winter Free Promo

Tech Sales Insights LIVE

Apply People-Based Data-Driven Learning to help Sellers Sell More

?? Courtney McCashland, Chief Officer of Science at AuctusIQ Sales Solutions

Check out our previous episodes at tsi.salescommunity.com

Sponsor Spotlight

Sandler

Failure is not the end—it's a stepping stone to success.

Sandler Rule #12 explores how failure teaches invaluable lessons, builds confidence, and sets the stage for long-term achievements. Beware of easy wins that might lead to overconfidence or impostor syndrome. Instead, embrace challenges and setbacks, like losing a sale, as key opportunities for growth.

Watch the full video to learn how adopting this mindset can transform your sales approach:

ZoomInfo

Your CRM Data is a Mirage – and It’s Costing You Deals

Bottom line? Your CRM is too often a mirage of the true market, hindering frontline GTM teams, slowing revenue growth, and limiting opportunities across the board.?

The solution for this data disconnect is Go-to-Market Intelligence, built on a constantly updated universe of sophisticated data and buying signals that turn stagnant, chaotic CRM data into the foundation of modern growth.?

Here’s how it all comes together, and how some of today’s most innovative companies leverage ZoomInfo’s data to fuel their GTM engines.?

?? CRM Data Quality

Humantic AI

Humantic AI is a Buyer Intelligence platform for revenue teams.

Top revenue teams use Humantic's Personality AI to identify early adopters, help their BDRs personalize outreach and enable their AEs with vital customer insights for every deal.

Try a free-trial for your personality?profile & those you are?selling to today here!

Randy's Tips to Sell More ?? Excerpts from Your Go-To Sales Advisor

In-Quarter Close Plans

By Phil Castillo

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:

• Define the opportunity – Include the name, type, revenue, and/or average recurring revenue costs.
• Describe the project – Write a quick one-to-two-sentence summary.
• List key stakeholders and roles – Identify internal team members and external customer/partner contacts.
• Outline key milestones, owners, and dates – Keep this list constantly updated.

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.

The Alexander Group | Sandler | Convertiv | TitanX | AuctusIQ Sales Solutions | ZoomInfo | SmartSource | Humantic AI | Salesbricks ?? | Spotlight.ai