Deal Progression & Follow-Up Strategy

Overview

Agenda 1. Review Current Pipeline Stages Identify where deals stall and why. 2. Momentum-Building Techniques Create structure between meetings: summaries, assets, and follow-ups. 3. Multi-Threading Strategy Engage additional stakeholders early and strategically. 4. Next-Step Discipline End every call with clarity, ownership, and timeline alignment. Session Outcomes - A clear plan to reduce deal slippage - Improved stakeholder engagement - Better forecasting accuracy - Repeatable follow-up templates Benefits - More deals moving forward - Reduced “ghosting” - Higher win probability - Greater deal control