Pipeline, Forecast & Lighthouse
Always have your ValuePrompters & Hubspot Deal Records open for the deals you will be reviewing.
Please be ready to answer the following questions:
- What are their Pain Points or Business Issues?
- What is the Solution that Paystand is providing?
- What are the Personal & Business Values that Paystand can bring?
- What is their annual revenue?
- How much is Paystand touching?
- How much does it cost their business to accept revenue?
- What is their expected YoY growth?
- What is their decision timeline?
- Has it been agreed to?
- Who are the decision-makers and are they involved?
- What was the last step?
- What is the next step?
- What deliverables need to be met to advance into next steps?
- What are the potential roadblocks/risks (technical or dealwise)?
- What is their business model and how do they win?
- Do we have any connections via LinkedIn?
- VAR involved?
- Do we have executive alignment?
- Have we sent an email from DC for an intro call?
- Has the SOW been requested / received?
- Does the lead have a copy of the document?
- MRR of the deal?
- SWOT Analysis (Strengths, Weaknesses, Opportunities & Threats) - click on link to learn more