Route · v3 · CC-BY-4.0
Close the deal
Qualify hard, hold the price, and never leave without the next step.
- For
- salesaccount executivesdrbusiness developmentfounder
- Meetings
- Discovery · Demo · Negotiation · Status
- By
- sidekick
Lens
How Sidekick reads these meetings when you walk this route.
A sales call is won on what you learn, not on what you show. Inquiry 4+ means budget, decider and timeline came out through follow-ups, not an opening checklist, and the buyer said what the problem costs. Pushback 4+ means a discount ask answered with a condition or a trade. Closing 4+ means the buyer committed to a dated next step; "I'll send a proposal" with no date is Closing 2. On a big deal, a hard close backfires.
Path
Milestones tick themselves as your meetings meet them, in order.
- 1Pin down the need in 3 discovery callsScore 4+ out of 5 on Inquiry in 3 discovery meetings or demos
skill:inquiry >= 4 x3 kind:discovery|demo - 2A discount ask answered with a tradeA Great pushback moment in negotiations or demos
moments:great x1 skill:pushback kind:negotiation|demo - 3Three calls closed with a dated next stepScore 4+ out of 5 on Closing in 3 discovery meetings, demos, or negotiations
skill:closing >= 4 x3 kind:discovery|demo|negotiation - 4A meeting goal achieved in a negotiationA meeting goal achieved in negotiations
goal:achieved x1 kind:negotiation - 5Closing ProficientClosing level 60 (Proficient)
level:closing >= 60
Focus tracks
Each one becomes a skill with its own level once you walk the route; unrated until then.
Achievements
- QualifiedFive calls where budget, decider and timeline came out
skill:inquiry >= 4 x5 kind:discovery|demo - Held the priceThree discount asks answered with a condition or a trade
moments:great x3 skill:pushback kind:negotiation|demo - Always a next stepFive calls that ended with the buyer's next step and a date
skill:closing >= 4 x5 kind:discovery|demo|negotiation - Problem firstThree times the cost of the problem came before the product
moments:great x3 skill:influence kind:discovery|demo - Closed itFive sales goals achieved
goal:achieved x5 kind:negotiation|demo
Drills
Lines to practice your answer to, before the meeting where someone says them.
Just send me the deck and I'll share it internally.Closing
Your competitor is twenty percent cheaper. Can you match it?Pushback
We don't really have a budget for this yet.Inquiry
Who else is using this? Give me names.Composure
Can you show me the product first? Then we'll talk.Influence
We need the signature by Friday, so we'll need a better number.Pushback