Episode 49

Critical Sales Documents for Deal Conversion


May 13th, 2021

19 mins 2 secs

Season 2

Your Hosts

About this Episode

This episode talks about the common critical blockers and documents that go into a deal and some solutions to have those ready for the deal flow.

In the sales business, it is critical to keep the deal flowing throughout the process. Therefore, it is essential to comply with all the formalities. Once done, that is when income flows into the business. The challenge for sales leaders is to know if the sales reps have the critical requirements required to close the deal.

In this episode, Sweeney and Barnes discuss the common critical blockers and documents to comply to get the deal going and seal it. They will also tackle solutions to the issues raised. There is a hefty amount of information you can get out of this episode that will surely benefit sales companies.

As a sales leader, what documents do you need to plan for to convert deals?

“There are a lot of critical documents that you must have to play the big ball game when it comes to responding to somebody’s formal RFPs, RFQs, and RFIs.” - Taylor Barnes

(On having an escrow plan) “Have the plan in place. Have an escrow vendor that you’ve already used, somebody that you already trust and has the escrow documents, cause again those vendors can provide you with some of those documents.” Josh Sweeney

“If writing, and documenting, and putting these repositories together is not a strength of yours, by all means, outsource it. Outsource what you’re not good at is a big name in the game when it comes to being purpose-driven about sales.” - Taylor Barnes