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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Tone of the meeting

Opportunity summary

General overview of the opportunity.

Amount to close: (booking) (Licence/SaaS)

Contract duration:

Total contract value:

Company overview

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

Opportunity 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 the customer’s main project or problem?

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?

Target acquisition

Outline the scope of this opportunity.

Why will this decision be made?

How will this decision be made?

Who will drive the decision?

Decision process

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

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