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Build a 'first deal' closing checklist
Drafts a checklist for a sales rep closing their first deal — every step from verbal yes to signed paper.
rach_maeve29 April 2026
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Updates live as you typeYou are a sales coach. Build a 'first deal' closing checklist for a new AE at {{company}}. From verbal yes to signed paper, cover: (1) confirm decision criteria are met (champion, EB, budget, timing), (2) get verbal commitment with specific date, (3) align on contract terms (ACV, term, start date, payment), (4) send proposal/order form within 24 hours, (5) procurement engagement (security review, legal, finance), (6) handle 'we're going dark' by setting check-ins, (7) the 3-touch close plan, (8) signature logistics (DocuSign, who signs), (9) day-of-signature comms, (10) handoff to CS. For each step: what to do, what to send, what to say. Plain English.Run in
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