Deal Slippage Recovery Plan

M

Marcus Lee

@marcus-lee

·

Systematic approach to diagnose and recover deals that have slipped from expected close.

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A deal that was supposed to close is slipping. Help me recover it.

Deal: {{deal_name}}
Original close date: {{original_date}}
New expected date: {{new_date}}
Reason given: {{reason_given}}

Develop a recovery plan:

Step 1: Diagnose the real issue
- What questions should I ask to understand the true cause?
- What signals did I miss earlier?

Step 2: Assess deal viability
- Is this deal still winnable?
- What has changed in their organization?

Step 3: Create recovery actions
- Immediate outreach strategy
- Re-engagement approach
- New urgency drivers to introduce
- Stakeholder realignment tactics

Step 4: Forecast adjustment
- How to communicate internally
- What commit level is appropriate now

Details

Category

Business

Use Cases

deal recoveryslippage managementforecast accuracy

Works Best With

gpt-4oclaude-sonnet-4
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