person icon - Vouris Images
book icon - Vouris Images
Min Read
clock icon - Vouris Images
May 24, 2022

Everyone likes finding easy actions that result in BIG wins.

But sometimes, we overlook what these easy actions could actually be.

From reviving lost opportunities to writing follow-up emails, we’ve addressed it all, and now we’d like to highlight something you may not be giving enough attention to: the deal stages we use to build pipelines for clients (and ourselves).

Now, you’re probably thinking:

“Deal stages? So what? I already know how to structure my pipeline and use it.”

And you know what? I have no doubt that you do.

Here's how we do it, for reference:

The real problem comes up when you hand the pipeline to your team.

This is where miscommunication and misdirection can mess up the entire process.

In our experience, many companies actually don’t have clear rules about moving from stage to stage.  

The founder (or whoever’s set up the pipeline) assumes their team will use the deal stages like they do. 

But, that’s not usually what happens.

And the effects of seemingly *small* little inconsistencies here will have a massive impact on your sales. 

Here’s why:

If different team members have different ideas of the milestones a deal will go through before reaching the point of closing, there won’t be any healthy communication between the team.

This will make it impossible to accurately analyze your team’s data. 

And if you can’t analyze the data reliably, you can’t:

Identify bottlenecks.

For example, you won’t be able to identify which salesperson is botching up the sales process.

Isolate problems.

For example, when multiple people have different ideas of what the deal stages are, it’s hard to identify a common problem and find a clear solution because of the uncertainty.

Double down on strengths. 

For example, if you can sit down with your team and break down the sales process in a cohesive way, it allows true strengths to be identified when the team works in synch and is on the same page.

How can you fix these problems?

Define the exit criteria for each stage. Our template above can help - want your own copy? Fill out the form below and get it delivered straight to your inbox:

  • Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod

Everyone likes finding easy actions that result in BIG wins.

But sometimes, we overlook what these easy actions could actually be.

From reviving lost opportunities to writing follow-up emails, we’ve addressed it all, and now we’d like to highlight something you may not be giving enough attention to: the deal stages we use to build pipelines for clients (and ourselves).

Now, you’re probably thinking:

“Deal stages? So what? I already know how to structure my pipeline and use it.”

And you know what? I have no doubt that you do.

Here's how we do it, for reference:

The real problem comes up when you hand the pipeline to your team.

This is where miscommunication and misdirection can mess up the entire process.

In our experience, many companies actually don’t have clear rules about moving from stage to stage.  

The founder (or whoever’s set up the pipeline) assumes their team will use the deal stages like they do. 

But, that’s not usually what happens.

And the effects of seemingly *small* little inconsistencies here will have a massive impact on your sales. 

Here’s why:

If different team members have different ideas of the milestones a deal will go through before reaching the point of closing, there won’t be any healthy communication between the team.

This will make it impossible to accurately analyze your team’s data. 

And if you can’t analyze the data reliably, you can’t:

Identify bottlenecks.

For example, you won’t be able to identify which salesperson is botching up the sales process.

Isolate problems.

For example, when multiple people have different ideas of what the deal stages are, it’s hard to identify a common problem and find a clear solution because of the uncertainty.

Double down on strengths. 

For example, if you can sit down with your team and break down the sales process in a cohesive way, it allows true strengths to be identified when the team works in synch and is on the same page.

How can you fix these problems?

Define the exit criteria for each stage. Our template above can help - want your own copy? Fill out the form below and get it delivered straight to your inbox:

Vouris Bird - Vouris Images

Get Our Best Sales Content

Subscribe for weekly tools, template, and content to help you sales team grow, improve, and SELL.
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
Vouris Bird - Vouris Images

Download All Our Resources

Featured Resource

Get The Strategy On A Page

click on the link below to receive an editable version of the strategy on a page.
Download
Featured Resource

Get The Strategy On A Page

click on the link below to receive an editable version of the strategy on a page.
Download
Featured Resource

Get The SDR & AE Job Description Templates

click on the link below to receive an editable version of the sdr and ae job description templates
Download
Featured Resource

Get The SDR & AE Job Description Templates

click on the link below to receive an editable version of the sdr and ae job description templates
Download
Featured Resource

Get The SDR Coaching Program Template

click on the link below to receive an editable version of the sdr coaching program template
Download
Featured Resource

Get The SDR Coaching Program Template

click on the link below to receive an editable version of the sdr coaching program template
Download
Featured Resource

Get The Sales Manager Rep Personas Sheet

click on the link below to receive an editable version of the sales manager rep persona sheet.
Download
Featured Resource

Get The Sales Manager Rep Personas Sheet

click on the link below to receive an editable version of the sales manager rep persona sheet.
Download
Featured Resource

Get The Revenue Target Model

click on the link below to receive an editable version of the revenue target model.
Download
Featured Resource

Get The Revenue Target Model

click on the link below to receive an editable version of the revenue target model.
Download
Featured Resource

Get The Performance Improvement Plan (PIP) Template

click on the link below to receive the performance improvement plan (PIP) template.
Download
Featured Resource

Get The Performance Improvement Plan (PIP) Template

click on the link below to receive the performance improvement plan (PIP) template.
Download
Featured Resource

Get The Personalization Framework, Prompts, and Examples.

click on the link below to receive the personalization framework, prompts, and examples.
Download
Featured Resource

Get The Personalization Framework, Prompts, and Examples.

click on the link below to receive the personalization framework, prompts, and examples.
Download
Featured Resource

Get The Market Mapping Template

click on the link below to receive an editable version of the market mapping template.
Download
Featured Resource

Get The Market Mapping Template

click on the link below to receive an editable version of the market mapping template.
Download
Featured Resource

Get The Lost Opportunities Script

click on the link below to receive the lost opportunities script.
Download
Featured Resource

Get The Lost Opportunities Script

click on the link below to receive the lost opportunities script.
Download
Featured Resource

Get The Lead Statuses

click on the link below to receive an editable version of the lead statuses.
Download
Featured Resource

Get The Lead Statuses

click on the link below to receive an editable version of the lead statuses.
Download
Featured Resource

Get The Gatekeeper Script

click on the link below to receive our gatekeeper script
Download
Featured Resource

Get The Gatekeeper Script

click on the link below to receive our gatekeeper script
Download
Featured Resource

Get The Deal Stages

click on the link below to receive an editable version of the deal stages tool.
Download
Featured Resource

Get The Deal Stages

click on the link below to receive an editable version of the deal stages tool.
Download
Featured Resource

Get The Battle Card Template

click on the link below to receive an editable version of the battle card template
Download
Featured Resource

Get The Battle Card Template

click on the link below to receive an editable version of the battle card template
Download
Featured Resource

Get The 5 Key Sales Metrics

click on the link below to receive a PDF copy of the 5 Key Sales Metrics
Download
Featured Resource

Get The 5 Key Sales Metrics

click on the link below to receive a PDF copy of the 5 Key Sales Metrics
Download
Featured Resource

Get the 1:1 Meeting Template

click on the link below to receive an editable version of our 1:1 Meeting Templates.
Download
Featured Resource

Get the 1:1 Meeting Template

click on the link below to receive an editable version of our 1:1 Meeting Templates.
Download
Featured Resource

Get The Sales Compensation Model

click on the link below to receive an editable version of our sales compensation model.
Download
Featured Resource

Get The Sales Compensation Model

click on the link below to receive an editable version of our sales compensation model.
Download
Featured Resource

Get the Sales Playbook Template

click on the link below to receive an editable version of the sales playbook template.
Download
Featured Resource

Get the Sales Playbook Template

click on the link below to receive an editable version of the sales playbook template.
Download

About The Author

  • Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod