Manager Deal Snapshot

clartéManager Deal Snapshot

Use this before or during a live coaching conversation. It surfaces what the manager needs to see — not what the rep chooses to share.

Deal Essentials

Rep

Account

Opportunity

Stage

Amount

Target close date

Current close path

Customer Need

What business problem is the customer trying to solve?

Why does it matter now?

What happens if they do nothing?

The Room

Who is in the room?

Who is missing?

Who carries weight?

Who can block the decision?

What must each person believe before they can say yes?

Recent Change

What changed since the last conversation?

What did the buyer say or do that matters?

What became clearer?

What became less clear?

Evidence and Risk

What evidence supports the forecast?

What is still assumed?

What is the main constraint right now?

What could still stop the deal?

Decision Path

What is the next customer decision?

Who needs to approve it?

What approval, security, finance, procurement, or legal steps remain?

Content and Proof

What does the customer need to see next?

Is the proof matched to the people in the room?

What content would help them build internal agreement?

Next Action

Next agreed customer action

Next agreed seller action

Who owns follow-up?

By when?