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The 7-Point Deal Review Checklist
The same framework enterprise AEs use to qualify $100K+ deals. Enter your email and get all 7 questions instantly.
The 7 questions
1
Budget confirmed — by whom, when?Named person, specific date, exact amount. Not "they have budget."
2
Economic buyer engaged — directly?Your direct conversation with the person signing. Not your champion's word.
3
Paper process started — with dates?If procurement hasn't started, your close date is an assumption.
4
Champion has done what — specifically?Intro to economic buyer? Set a board-level meeting? Renegotiated terms? Vague support doesn't count.
5
Loss path identified — what's the second choice?If your prospect goes dark, who do they switch to and why? Know the competitor win condition.
6
Legal / security / compliance — where in the queue?"We've started" is not a timeline. Get the checkpoint date and who owns it.
7
What breaks if this slips 30 days?The VP wants proof of urgency. This answer is it. If they can't answer it, neither can you.
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