Deal Strategy Session Facilitator

M

Marcus Lee

@marcus-lee

·

Facilitate collaborative deal strategy sessions that improve win rates.

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Facilitate a team deal strategy session for {{deal_name}}.

Deal details:
{{deal_details}}

Participants: {{participants}}
Session goal: {{session_goal}}

Create a strategy session framework:

1. Situation Review (10 min)
   - Current state summary
   - Recent developments
   - Open questions

2. Stakeholder Analysis (15 min)
   - Map buying committee together
   - Assess each stakeholder
   - Identify gaps

3. Risk Assessment (10 min)
   - Brainstorm risks
   - Prioritize by impact and likelihood
   - Assign mitigation owners

4. Action Planning (15 min)
   - Identify next actions needed
   - Assign owners and dates
   - Resource requirements

5. Win Strategy (10 min)
   - Key differentiators to emphasize
   - Competitive positioning
   - Closing approach

Include facilitation questions for each section.

Details

Category

Business

Use Cases

deal strategyteam sellingcollaborative planning

Works Best With

gpt-4oclaude-sonnet-4
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