What did the buyer say?
Read the latest conversation together. Note what the buyer confirmed and what the team still needs to check.
PUT THE CHECKLIST TO WORK
Let's start with
three real deals
Set aside 15 minutes to look at three live deals with your team. This quick review helps you see what is clear, what is still a question, and who will take the next step.
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A SHORT TEAM REVIEW
Open three deals
Ask three questions
Choose one deal that is moving, one that has stalled, and one whose status is unclear.
What happens next?
Write down one specific action. If the buyer hasn't agreed to it, label it as the rep's next action.
Who will do it, and when?
Agree on one owner and a date. Check that the plan works for the rep and fits what the buyer has agreed to.
CHOOSE WHAT WOULD HELP NEXT
Keep the next step
manageable
Once you've reviewed the three deals, choose one task from the checklist for this week. Schedule the conversation in the weekly time planner and record decisions on the meeting notes sheet. Set a date to review them with the team.
The operating kit includes a workbook, meeting agendas, and detailed instructions for the month. You can preview what's inside.
See the operating kit$49 one-time · Preview, not open for purchase
Want a little help as you go?
Choose seven practical emails over 14 days. Some introduce the $49 operating kit. You can unsubscribe at any time.
- First, get the free checklist through Gumroad.Get the checklist on Gumroad
- Then choose to receive the email series.Use the same email address for both steps.Sign up for the seven emails
The direct PDF download is available without signing up and does not start the emails.