Services

From building
to coaching.

We help your team implement Deal Management as a system that sticks, from building your operating manual to live deal coaching.

"Stages measure motion. Criteria measure readiness."
David Weiss, Deal Management

01 · Foundation

The Deal Management Operating Manual

Your playbook for consistent deal execution: the practical "how we run deals here" system.

Time
~20 hours across 2–3 days or 6–8 weeks
For
Sales leaders, RevOps, enablement, sellers

It plugs into your existing sales process and stages, layering Deal Management criteria onto each one so sellers and leaders know what must be true, what evidence proves it, and what "ready to advance" actually means. Simple color coding shows what's verified, assumed or missing, and when something is weak the manual maps it to specific plays: the actions, questions and artifacts that close gaps, rebuild momentum and give managers a consistent coaching system.

You get

A 120+ slide operating manual that doubles as your training document

Results

A standardized sales process, predictable deals, higher win rates, faster sales cycles and faster ramp for new hires

02 · Adoption

Sales & Leadership Training

Turns the Operating Manual into real behavior change, not a one-time workshop.

Time
2 hours a week across 4 weeks
For
Sales representatives and sales managers

Sellers and managers learn to run the rhythm inside your existing stages, inspect criteria with evidence, and use color coding to spot risk early and self-correct before deals drift. Leaders learn to coach without becoming the bottleneck, using trust-based questions, consistent deal reviews and the right plays to close gaps. The result is a team that can run the system on any random Tuesday.

You get

A highly interactive training program customized to your team

Results

A common language, cleaner pipeline, earlier risk detection, faster deal progression and defensible forecasts

03 · Skills

Deep Dive Criteria Workshops

Targeted sessions that strengthen the specific deal skills your team is missing.

Time
2–3 hour workshop series
For
Sales representatives and sales managers

Focused, hands-on sessions built around what decides whether deals move or drift: layering pain (problem, impact, consequence), spotting slip signals before dates move, building portable business cases, stakeholder strategy across coaches, champions, executive sponsors and economic buyers, decision criteria mapping, and buying process and timeline control.

You get

Facilitated workshop, slides and templates, practice exercises, plays and actionable takeaways

Results

Earlier risk detection, fewer slipped deals, stronger discovery, more effective champions and improved forecast confidence

04 · In the deal

Live Deal Coaching

Real-time expert guidance for your most critical deals.

Time
Ongoing, per deal or retainer
For
Account executives, account managers and sales leaders managing key accounts

Personalized, real-time coaching and strategic advice on active deals. We work alongside your team to analyze deal dynamics, identify risks, develop winning strategies and prepare for critical customer conversations.

You get

Deal strategy sessions, call preparation and debriefs, negotiation support, risk assessment and customized action plans

Results

Higher deal conversion, optimized deal value, shorter sales cycles and expert support on complex deals

Not sure where to start?

Book a conversation