Trace how your deals actually move today, so the process you design is grounded in how you really sell rather than in an idealized version of it.
Take three to five recent deals, ideally a mix of won and lost, and trace each from the moment it became a qualified opportunity to the moment it closed or died.
| Deal | Won or lost | The steps it actually went through, in order | Where it stalled | What stood out |
|---|---|---|---|---|
This synthesis is the raw material for your stages. You are not inventing a process; you are designing the better version of the one you already run, with its gaps closed.
Your answers stay in your browser on this page and are never sent anywhere. Use Save or print to keep your copy.