Deal Strategy
The plan to win a specific deal.
Workflow
Step 1Opportunity ID
ObjectiveSpot the deal worth planning.
InputPipeline
OutputKey deal
Key activities
Identify the deals that need strategy
Decision points
Which deals matter?
Tools: CRMRoles: AE · manager
Success: Identified
Quality gate: Go: right deals. Loop back: every deal.
Why it matters
- Enterprise deals are lost in the planning, not the pitch. A deal without a strategy is a lottery ticket.
Best practices
- Map every stakeholder: buyer, influencer, blocker, champion.
- Know the competition's actual position, not your pitch's version.
- Define the win: the change the champion needs.
- Assign owners and dates for each workstream.
Common mistakes
- Selling to one stakeholder and ignoring the committee.
- No competition plan — react instead of shape.
- No timeline — deals drift forever.
Key questions
- Who decides, who influences, who blocks?
- What would make this deal a no-brainer for the champion?
- What are we losing to, and why?
Agents that drive this
Deal RoomCompetitor Intel
Tools we use · alternates in [ ]
HubSpot[ Salesforce, Pipedrive, Attio ]Notion[ Confluence, Obsidian ]Exa[ Tavily, Apify, Brave Search ]