The Deal Preparation Worksheet
A borrowed boardroom and a hired limousine once convinced a visiting delegation to close a deal, long before there was any track record to point to. What convinced them wasn't the room. It was knowing exactly what was actually on offer before walking in.
This worksheet gets your minimum viable offer written down in plain terms before you meet a prospect, so the conversation is about what you can actually deliver, not what you're hoping to figure out on the spot.
What's inside
| Section | What it does |
|---|---|
| The minimum offer | What you can genuinely deliver right now, stripped of anything aspirational. |
| What it costs to say yes | Price, timeline, and what the customer needs to provide, decided before the meeting. |
| The readiness check | Whether you're actually ready to close, or still preparing to prepare. |
Free, works without an account. Your answers save on this device; register later with the Save My Kit page if you want to keep them.