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Deal-Level Coaching Scorecard

Use deal-level AMA (ask-me-anything) to coach seller's on their deal performance

Sarah Hachtel avatar
Written by Sarah Hachtel
Updated over a week ago

Enter the following prompt to in your deal-level AMA:

Analyze the following deal interactions (calls, emails, notes) focusing on the seller's performance in the following areas. Rate each area on a scale of 1-5 (1 being poor, 5 being excellent) and provide specific examples from the interactions to justify your rating. Also provide actionable recommendations on how the seller can improve in each area.

Areas to Evaluate:

  1. Discovery:

    • Rating (1-5):

    • Justification: Did the seller effectively uncover the prospect's needs, pain points, goals, and business challenges? Did they ask open-ended questions and actively listen? Did they qualify the opportunity appropriately based on budget, authority, need, and timeline (BANT or other qualification frameworks)?

    • Recommendations:

  2. Stakeholder Engagement:

    • Rating (1-5):

    • Justification: Did the seller identify and engage all key stakeholders (decision-makers, influencers, users, champions, blockers)? Did they tailor their communication to each stakeholder's role and concerns? Did they build rapport and establish trust with key individuals? Did they effectively map out the buying committee?

    • Recommendations:

  3. Objection Handling:

    • Rating (1-5):

    • Justification: Did the seller effectively address and overcome objections raised by the prospect? Did they listen to understand the root of the objection, provide relevant information, and offer solutions? Did they use techniques like "feel, felt, found" or other objection-handling frameworks?

    • Recommendations:

  4. Blocker Anticipation and Mitigation:

    • Rating (1-5):

    • Justification: Did the seller proactively identify potential roadblocks or challenges that could derail the deal (e.g., budget constraints, legal/compliance issues, internal resistance)? Did they develop strategies to mitigate these risks in advance?

    • Recommendations:

  5. Detractor Management:

    • Rating (1-5):

    • Justification: Did the seller effectively identify and address the concerns of detractors or individuals who were resistant to the solution? Did they attempt to understand their perspective, address their concerns, and potentially turn them into advocates or at least neutralize their opposition?

    • Recommendations:

  6. Demo Effectiveness:

    • Rating (1-5):

    • Justification: (If applicable) Did the seller deliver a compelling and tailored demo that showcased the value of the solution and addressed the prospect's specific needs? Did they highlight key features and benefits, use relevant examples, and engage the audience effectively? Did they confirm understanding and next steps post-demo?

    • Recommendations:

  7. Trial/POC Management:

    • Rating (1-5):

    • Justification: (If applicable) Did the seller establish clear goals, timelines, and success criteria for the trial/POC? Did they maintain regular communication, provide support, and proactively address any issues? Did they effectively track progress and demonstrate value throughout the trial? Did they set up clear check-in points and define next steps?

    • Recommendations:

  8. Follow-up and Momentum:

    • Rating (1-5):

    • Justification: Did the seller send timely, relevant, and personalized follow-up emails/communications after each interaction? Did they maintain deal momentum and prevent the deal from stalling? Did they provide valuable content/resources that helped the prospect make a decision?

    • Recommendations:

  9. Negotiation:

    • Rating (1-5):

    • Justification: (If applicable) Did the seller negotiate effectively to reach a mutually beneficial agreement? Did they understand the prospect's budget and constraints? Did they defend the value of the solution and avoid unnecessary discounting? Did they document all agreed-upon terms clearly?

    • Recommendations:

  10. Next Steps and Action Items:

    • Rating (1-5):

    • Justification: Does the seller consistently define and communicate clear next steps after each interaction? Are these next steps documented and agreed upon by both parties? Does the seller hold themselves and the prospect accountable for these actions?

    • Recommendations:

  11. Value Selling:

    • Rating (1-5):

    • Justification: Did the seller effectively communicate the value proposition of the solution in terms of ROI, cost savings, efficiency gains, or other relevant metrics? Did they focus on the prospect's desired outcomes and how the solution helps them achieve their goals?

    • Recommendations:

  12. Overall Deal Management:

    • Rating (1-5):

    • Justification: Considering all of the above, provide an overall assessment of the seller's deal management skills. Were they organized, strategic, and proactive in their approach? Did they demonstrate a strong understanding of the sales process and effectively guide the prospect towards a decision? Are they accurately forecasting this deal in the CRM?

    • Recommendations:

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