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
Already in the app: Growth › Routes Suggest a change The route file

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.

  1. 1
    Pin down the need in 3 discovery callsScore 4+ out of 5 on Inquiry in 3 discovery meetings or demosskill:inquiry >= 4 x3 kind:discovery|demo
  2. 2
    A discount ask answered with a tradeA Great pushback moment in negotiations or demosmoments:great x1 skill:pushback kind:negotiation|demo
  3. 3
    Three calls closed with a dated next stepScore 4+ out of 5 on Closing in 3 discovery meetings, demos, or negotiationsskill:closing >= 4 x3 kind:discovery|demo|negotiation
  4. 4
    A meeting goal achieved in a negotiationA meeting goal achieved in negotiationsgoal:achieved x1 kind:negotiation
  5. 5
    Closing 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.

Qualify as you gobudget, decider and timeline come out by the end of the call
Inquiry
Trade, never giveanswers a price ask with a condition or a trade, not a cut
Pushback
Their dated next stepthe buyer leaves owning a next step with a date
Closing
Sell the problemasks what the problem costs them before showing the product
Influence

Achievements

  • QualifiedFive calls where budget, decider and timeline came outskill:inquiry >= 4 x5 kind:discovery|demo
  • Held the priceThree discount asks answered with a condition or a trademoments:great x3 skill:pushback kind:negotiation|demo
  • Always a next stepFive calls that ended with the buyer's next step and a dateskill:closing >= 4 x5 kind:discovery|demo|negotiation
  • Problem firstThree times the cost of the problem came before the productmoments:great x3 skill:influence kind:discovery|demo
  • Closed itFive sales goals achievedgoal:achieved x5 kind:negotiation|demo

Drills

Lines to practice your answer to, before the meeting where someone says them.

ProspectJust send me the deck and I'll share it internally.Closing
BuyerYour competitor is twenty percent cheaper. Can you match it?Pushback
ProspectWe don't really have a budget for this yet.Inquiry
BuyerWho else is using this? Give me names.Composure
ProspectCan you show me the product first? Then we'll talk.Influence
ProcurementWe need the signature by Friday, so we'll need a better number.Pushback