Where are you in the sale?
Pick the stage you're at and open the tool built for it. Stages describe your current job, so start wherever you are.
Sales stages, in order
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Stage 01: FIND
Find accounts worth pursuing.
Decide whether an account is worth your time, and whether there's a real reason to reach out now.
You're here if you don't have an account to work on yet, or you're deciding whether one is worth it.
Ready to use: 1 prompt
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Stage 02: PREPARE
Know the account before you talk.
Work out what you know, and can reasonably infer, about the business and how it ships, before any conversation.
You're here if you've picked an account, but couldn't yet say what or how they ship.
Ready to use: 1 prompt
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Stage 03: DISCOVER
Learn from the customer, and agree what's next.
Use the first real conversation to learn how they ship and what matters, and leave with an agreed next step or data share.
You're here if you're about to talk to them, or you just have.
Ready to use: 1 prompt
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Stage 04: ANALYZE
Get the right numbers. Make sense of what they show.
Work through the shipping profile, cost drivers, pressures and assumptions. A light first pass is fine for a smaller or simpler deal.
You're here if you need their numbers or details, or you've got some and need to make sense of them.
Ready to use: 1 prompt
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Stage 05: ADVANCE
Earn the next real commitment.
Make the case and win a meaningful commitment: a test, a pilot, a meeting, a data share or a decision step. No formal proposal needed.
You're here if you've had a real conversation and you're deciding whether there's a commitment worth asking for, and what it should be.
Ready to use: 1 prompt