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Deal Review Meeting Template

Sales reps can leverage this template to outline specific details about each opportunity they are exploring. Curate a one-of-a-kind strategy for every deal.

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What’s inside this Deal Review Meeting Template:

1 Opportunity summary

General overview of the opportunity.

  • Amount to close: (booking) (Licence/SaaS)
  • Contract duration:
  • Total contract value:

2 Company overview

General overview of the company (activity, size, revenue, location)

3Opportunity overview

Outline the specific details about the opportunity as it directly relates to the lead.

  • What is our temporary technical advantage feature that is making the difference?
    • What key actions can we do to maintain/develop our advantage.
  • What is our temporary technical advantage feature that is making the difference?
    • What issues are they facing? What key actions can we do to answer this?
  • Quantifiable Business Outcome
    • What are the measured results of the project?
  • What are the customer goals and objectives.
    • What are the expected benefits?
  • Customer’s political agenda
    • What is the personal outcome that the customer as an individual will gain by succeeding with this project?

4Target acquisition

Outline the scope of this opportunity.

  • Why will this decision be made?
  • How will this decision be made?
  • Who will drive the decision?

4Decision process

Timeline of steps that we will complete in order to close the business.

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