ENTERPRISE DEAL ANALYSIS & NAVIGATION PLAN
Deal Basics
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Deal Name: [Company Name + Product/Solution Area]
Deal Size: $[Amount] | Deal Stage: [Discovery/POC/Legal/Negotiation/Closed]
Expected Close Date: [Date] | Months in Cycle: [#]
Customer Industry: [Industry] | Company Size: [Employees/Revenue]
Buying Committee Map
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Economic Buyer: [Name, Title, Email, Priorities & Blockers]
└─ What controls their success metric? [Revenue/Cost/Risk/Time]
└─ Best way to reach them? [Email/LinkedIn/Executive intro]
└─ Known concerns about our solution? [List]
Technical Buyer: [Name, Title, Email, Technical Requirements]
└─ What are their evaluation criteria? [Security/Performance/Integration/Scalability]
└─ Have they validated technical fit? [Yes/No/In Progress]
└─ Will they be involved in procurement? [Yes/No]
User Buyer: [Name, Title, Email, Daily Use Case]
└─ How do they use the product? [Primary workflow/pain point]
└─ Have they tried a demo? [Yes/No/When]
└─ Do they champion internally? [Strong/Moderate/Neutral/Against]
Coach/Champion: [Name, Title, Email, Relationship Strength]
└─ How strong is their internal advocacy? [Rate 1-10]
└─ Can they influence other committee members? [Yes/No/Which ones]
└─ What do they gain from this deal? [Career advancement/Problem solved/etc]
Our Executive Sponsor: [Name, Title, Company]
└─ Have they met their counterpart? [Yes/No/Scheduled]
└─ Relationship strength: [Strong/Building/Not started]
Value Articulation
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Primary Pain (Customer's Language): [Specific, quantified problem]
└─ Current state cost: $[Amount] per [time period]
└─ Our solution impact: [Reduces/Increases] by [%] based on [metric]
└─ Payback period: [# of months]
└─ Annual ROI: [%] or $[Amount]
Secondary Value Drivers:
1. [Pain 2 + Impact + ROI]
2. [Pain 3 + Impact + ROI]
How We're Different: [vs. their current state AND vs. competitors they're evaluating]
Deal Status & Blockers
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Current Stage: [Discovery/Evaluation/POC/Procurement/Legal/Negotiation/Closed]
└─ Stage entry date: [Date]
└─ Expected advancement date: [Date]
└─ Blocking issues: [List specific, not vague]
Procurement Checklist:
☐ Security questionnaire issued: [Date] | Due: [Date] | Status: [In Progress/Submitted/Approved]
☐ Legal review started: [Date] | Key terms: [NDA/DPA/MSA status]
☐ Compliance requirements: [SOC2/ISO/HIPAA/Other] | Our status: [Certified/In process/N/A]
☐ Finance approval required: [Yes/No] | Finance contact: [Name/Title]
POC Plan (if applicable):
├─ Success criteria: [3-5 measurable outcomes both sides agreed to]
├─ Duration: [# of weeks] | Start date: [Date] | End date: [Date]
├─ Our dedicated resource: [Name/Title]
├─ Customer's dedicated resource: [Name/Title]
└─ Success metrics dashboard: [Link to shared dashboard]
Next Steps & Timeline
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This Week: [Specific action 1], [Specific action 2], [Specific action 3]
Next 2 Weeks: [Decision from buying committee by DATE], [Procurement response by DATE]
Next Month: [POC launch/Contract signed/Security review approved]
Expected Close Date: [DATE] — Confidence: [High/Medium/Low] based on [reason]
Risk Assessment
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Downside risks: [Deal stalls, contact leaves, procurement blocked, etc.]
Mitigation plan: [How you'll prevent each risk from derailing the deal]
Tier 2 champion: [If primary contact leaves, who else can advocate for us?]
Land & Expand Plan
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Initial scope: [Departments/teams/use cases covered in first contract]
Adjacent opportunities: [Other departments with similar pain]
Year 1 expansion target: [New team/use case + $ growth]
Success metrics for expansion: [Adoption rate/ROI proof/upsell triggers]
ENTERPRISE DEAL ANALYSIS & NAVIGATION PLAN
Deal Basics
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Deal Name: Acme Corp - Revenue Operations Platform
Deal Size: $500K | Deal Stage: POC (Week 2 of 4)
Expected Close Date: June 30, 2026 | Months in Cycle: 5 months (started in January)
Customer Industry: SaaS (B2B productivity software) | Company Size: 450 employees
Buying Committee Map
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Economic Buyer: James Chen, VP Finance | james.chen@acmecorp.com
└─ What controls their success? Revenue per employee (OpEx reduction + revenue growth)
└─ Best way to reach? Exec sponsor meeting (CEO-to-CEO) scheduled for April 15
└─ Known concerns: Implementation timeline won't impact Q2 guidance
Technical Buyer: Sarah Williams, Head of Revenue Ops | sarah.williams@acmecorp.com
└─ Technical requirements: API integration with Salesforce, data sync latency <1 hour, HIPAA-compliance not needed but SOC2 critical
└─ Validation status: In POC, running 4-week pilot covering sales forecasting + commission calculations
└─ Procurement involvement: Yes, leading security assessment
User Buyer: Marcus Rodriguez, Sales Director (West) | marcus.rodriguez@acmecorp.com
└─ Primary workflow: Commission accuracy (currently takes 15 hours/month manual audits), forecasting visibility
└─ Demo status: Attended 2 demos + 1 hands-on training; running pilot with 8 reps
└─ Internal advocacy: Strong (9/10) — reps are already seeing time savings
Coach/Champion: Rebecca Park, VP Revenue | rebecca.park@acmecorp.com
└─ Internal advocacy strength: 9/10 (she championed the project internally; convinced VP Finance to fund POC)
└─ Influence on committee: Strong with James Chen (peer meetings), trusted by Sarah (hired her), credible with Marcus (works closely)
└─ What she gains: Success metric improvement (reduce sales ops hiring needs, improve forecast accuracy), career advancement (CEO is watching revenue ops)
Our Executive Sponsor: David Kim, CEO (Harmony) | david@harmony.co
└─ Met James Chen: Yes, Feb 20 — discussed product roadmap, strategic partnership potential
└─ Relationship strength: Building (2nd meeting scheduled for April for contract negotiation)
Value Articulation
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Primary Pain (Customer's Language): Commission calculations and audits are a nightmare—currently manual, error-prone, consuming 15 hours/week across the revenue ops team.
└─ Current state cost: 1 FTE @ $85K/year + error correction overhead = ~$110K/year in wasted capacity
└─ Our solution impact: Automate 80% of commission calculations + audits = recover ~880 hours/year
└─ Payback period: 6 months (first year ROI = $110K value - $50K platform cost = $60K net benefit)
└─ Annual ROI: 120% ($60K net benefit ÷ $50K platform cost, Year 1; recurring benefit $110K/year post-payback)
Secondary Value Drivers:
1. Forecast visibility: Sales leaders currently spend 20% of pipeline reviews debating forecast accuracy. Better data = 15% more accurate forecasts, which CFO values at $500K (improved guidance to investors)
2. Scaling for growth: Every sales rep hire adds 1 week of onboarding for commission setup. Our solution scales that to 2 hours. At 50 new hires/year, that's 8 weeks of ops time = $34K/year value
How We're Different: Competitors (Stripe, Icertis) focus on contract management or pure payment processing. We're revenue operations platform + analytics + commission intelligence. No competitor bundles commission accuracy + forecasting intelligence + data quality. Acme evaluated two competitors; both required 6+ month implementation and separate integrations.
Deal Status & Blockers
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Current Stage: POC (Week 2 of 4)
└─ Stage entry date: March 20, 2026
└─ Expected advancement date: April 24, 2026 (POC ends)
└─ Blocking issues: None currently — POC is tracking well, adoption with sales team exceeds expectations
Procurement Checklist:
☐ Security questionnaire: Issued March 22 | Due April 15 | Status: IN PROGRESS (Sarah answered 40/80 questions)
☐ Legal review: NDA signed Feb 28 | MSA being reviewed by their counsel (standard, no show-stoppers so far)
☐ Compliance: SOC2 Type II certified ✓ | GDPR compliant ✓ | No other compliance blockers
☐ Finance approval: James Chen approved $500K budget pending POC success + legal sign-off
POC Plan:
├─ Success criteria: (1) 95%+ commission calculation accuracy vs. manual, (2) <1 hour avg data sync lag, (3) Sales team adoption >80% by week 4, (4) No critical bugs found in 100+ transactions
├─ Duration: 4 weeks | Start: March 20 | End: April 18, 2026
├─ Our resource: Tom Bradley, Customer Success Manager (dedicated)
├─ Their resource: Sarah Williams + 2 engineering hours/week from IT
└─ Dashboard: Shared via Notion (commission accuracy %, data sync health, adoption metrics, bugs logged/resolved)
Next Steps & Timeline
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This Week (March 24-28):
• Friday March 28: Follow up with Sarah on remaining 40 security questions (she's on track)
• Schedule legal review sync with their counsel (target date: April 1)
• POC check-in with Marcus to confirm sales team satisfaction (currently 8/8 reps active in pilot)
Next 2 Weeks (March 31 - April 13):
• April 1: Legal review sync (resolve any MSA sticking points)
• April 10: POC success review with Sarah (confirm all success criteria on track)
• April 15: Executive sponsor meeting between David (CEO) + James Chen (Finance) to discuss contract terms & partnership approach
Next 30 Days (April 14 - May 14):
• April 24: POC conclusion & final success metrics review
• May 1: Contract negotiation (David + Rebecca + James) — expected 2-3 rounds of revisions, unlikely to stall
• May 15: Target signature (pending legal final approval)
Expected Close Date: June 30, 2026 — Confidence: HIGH (90%) based on: POC tracking perfectly, no compliance blockers, economic buyer funded, champion well-connected, legal has no major sticking points
Risk Assessment
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Downside Risks & Mitigations:
1. Sarah leaves mid-POC (person risk) → Mitigation: Tom (our CSM) is the POC operational owner; we brief her replacement on day 1
2. Security questionnaire stalls → Mitigation: Our Security team is triaging responses weekly; we've provided completed Q&A for 40/80 already
3. Finance budget gets reallocated mid-year → Mitigation: David (our CEO) has relationship with James; they agreed to protect budget
4. Legal redline on DPA/liability → Mitigation: Our legal team has template already built; unlikely to stall based on their counsel's comments so far
Tier 2 Champion: Marcus Rodriguez (Sales Director) — if Rebecca leaves, he's second-most-influential and passionate about the product (his reps love it). He has direct relationship with James Chen (peer meetings on sales ops topics).
Land & Expand Plan
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Initial Scope (Month 1): Sales commission calculations + forecasting for Sales org (7 sales reps + leadership)
├─ Departments covered: Sales only (revenue ops + 7 AEs)
├─ Primary use case: Commission accuracy + executive dashboard
Expansion Opportunities Identified:
1. Customer Success team: 12-person CS org also needs commission tracking (expansion: +$50K, close probability 85%)
2. Finance analytics: CFO wants revenue per customer metrics (expansion: +$75K for finance-grade reporting, close probability 70%)
3. HR/Payroll integration: Finance wants to link compensation data to Workday (expansion: +$100K + implementation, close probability 60% within Year 2)
Year 1 Success Metrics for Expansion:
• Sales commission calculation time: <2 hours/month (baseline: 15 hours) ← Trigger: CS team adoption if successful
• Forecast accuracy: 90%+ vs. current 75% ← Trigger: Finance dashboard expansion
• Payroll processing cycle time: 2 days (vs. 5 today) ← Trigger: HR integration interest
• NPS with initial customer: 60+ ← Prerequisite for all expansions
Year 1 Expansion Target: Add CS team + Finance analytics module | Revenue impact: +$125K ARR (25% uplift) | Confidence: 75%