{Deal Name} - Sandler Selling System
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{Deal Name} - Sandler Selling System

Primary Contact Information

Decision Maker Name

AM
Andy MewbornDistribute

Company

AM
Andy MewbornDistribute

Key Background Details

AM
Andy MewbornDistribute

Deal Overview

🤑

Opportunity Value: ${Amount}

Sales Stage: {Stage}

Relationship Status: {Status}


Sandler Submarine Status

Stage

Status

Next Action

Owner

Bonding & Rapport

🟡 In Progress

Up-front Contract

🟢 Complete

Pain Discovery

🟡 In Progress

Budget

🔴 Not Started

Decision Process

🟡 In Progress

Fulfillment

🔴 Not Started

Post-Sell

🔴 Not Started

Key Relationship Milestones

➡️

Relationship 1

➡️

Relationship 2

➡️

Relationship 3


Priority Actions

Deepen relationship building

0/2 completed

Schedule personal connection meeting

none
Schedule personal connection meeting

Assignee
Not assigned

Due date
No due date

Research background and interests

none
Research background and interests

Assignee
Not assigned

Due date
No due date

Validate pain points

0/2 completed

Conduct deeper discovery

none
Conduct deeper discovery

Assignee
Not assigned

Due date
No due date

Document impact areas

none
Document impact areas

Assignee
Not assigned

Due date
No due date

Map budget process

0/2 completed

Identify fiscal timing

none
Identify fiscal timing

Assignee
Not assigned

Due date
No due date

Understand approval process

none
Understand approval process

Assignee
Not assigned

Due date
No due date