deal-review-preplisted

# Deal Review Prep ## Purpose Walk into a deal review or pipeline 1:1 with a tight story for each deal: where it stands, what moves it next, the one real risk, and the specific help you need. Make the manager's job confirming your plan — not extracting basics out of you. ## Inputs - The deal set under review (which deals, which scope — committed, best-case, or all open) - Current stage, close date, and amount for each - The next step on each deal and who owns it - What you actually want from the manager (an intro, air cover, a discount, a resource) ## Method 1. **One-liner per deal.** Force every deal into a single sentence the manager can absorb in five seconds: `<Account> — <stage>, <amount>, <close date>. Next: <next step + date>. Risk: <the one risk>. Ask: <specific help, or "none">.` If you can't write it, you don't understand the deal — that's the finding. 2. **Anticipate the three probes.** A good manager always presses on the same things. Have an evidence-backed answer ready for each: - **"Why this close date?"** Tie it to a buyer-stated event or commitment (budget cycle, contract end, project kickoff), not to your quarter. "They said X by Y" beats "I think it'll land." - **"Who's the economic buyer, and have you met them?"** Name the person, their role, and the date of last contact. "Champion only, EB unmet" is a valid honest answer — and itself becomes an ask. - **"What's the single biggest risk?"** One risk, not five. Na