# Internal Deal Review: blank template

From https://www.saleswolf.com/artifacts/internal-deal-review

These are the sections SalesWolf's Internal Deal Review is built from. In the product each one is written from the facts you've accepted on the deal. A section with nothing to stand on says what it's missing instead.

How to fill it in: answer each block from what somebody on their side said. Where you don't know yet, write that, and when you'll know.

## Size, stage and close date

The customer, stage, value and close date.

- Customer:
- Stage:
- Value:
- Close date, and whose date it is:

## Every dimension, one line each

Every dimension with its status, and the one detail that says what to do about it.

| Dimension             | Status | What to do about it |
|-----------------------|--------|---------------------|
| Metrics               |        |                     |
| Economic Buyer        |        |                     |
| Decision Criteria     |        |                     |
| Decision Process      |        |                     |
| Paper Process         |        |                     |
| Identify Pain         |        |                     |
| Champion              |        |                     |
| Competition           |        |                     |
| Compelling Event      |        |                     |
| Required Capabilities |        |                     |

## The case for the deal

Two to four reasons this deal lands, each one a fact a sceptical reviewer could check. Say which ones nobody has confirmed.

| # | Why it lands | The fact a reviewer could check | Who confirmed it |
|---|--------------|---------------------------------|------------------|
| 1 |              |                                 |                  |
| 2 |              |                                 |                  |
| 3 |              |                                 |                  |
| 4 |              |                                 |                  |

## How this deal dies

Two to four ways it dies, where each stands today, and the move that reduces it. If nothing worries you, say so.

| # | How it dies | Where it stands today | The move that reduces it |
|---|-------------|-----------------------|--------------------------|
| 1 |             |                       |                          |
| 2 |             |                       |                          |
| 3 |             |                       |                          |
| 4 |             |                       |                          |

## What's moved on the deal

What moved since your last review: what was added, updated, or came off the deal. On your first review, this is the baseline.

- Added:
- Updated:
- Came off the deal:

## The asks that would move this

Two or three asks, each naming the role you need, what they should do, and the gap it closes. If the deal needs nothing, say that.

| # | The role you need | What they should do | The gap it closes |
|---|-------------------|---------------------|-------------------|
| 1 |                   |                     |                   |
| 2 |                   |                     |                   |
| 3 |                   |                     |                   |

## The questions you'll get, with answers

Three to five questions you'll be asked, each with your answer. Where you don't know yet, say what you'll do to know by the next review.

| # | The question | Your answer | Not known yet: how you'll know by the next review |
|---|--------------|-------------|---------------------------------------------------|
| 1 |              |             |                                                   |
| 2 |              |             |                                                   |
| 3 |              |             |                                                   |
| 4 |              |             |                                                   |
| 5 |              |             |                                                   |

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Where each dimension stands: https://www.saleswolf.com/artifacts/meddpicc-scorecard
If the close date keeps moving: https://www.saleswolf.com/guides/deal-slipping

SalesWolf is a deal workspace for sales reps. saleswolf.com