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Typical sales stages like "Demo" or "Proposal" are seller-centric. A more effective process uses buyer-centric stages like "Problem Agreement" or "Value Agreement." This focuses the sales motion on what decisions the buyer needs to make to move forward confidently.
You can't skip a fundamental agreement stage, like getting problem buy-in before proposing a price. However, you can and should look for opportunities to achieve multiple agreements within a single meeting. This combines stages, condensing the sales cycle without missing crucial validation steps.
Any element in a sales process, from pitch to demo, that doesn't directly align with the customer's pre-existing demand creates "drag," slowing or killing the deal. The solution is not to push harder on the prospect but to re-engineer the sales motion to remove this friction by aligning with their goals.
Forecasting accuracy fails when based on a seller's checklist of actions like "proposal sent." Instead, define sales stages by concrete buyer actions, like the number of stakeholders involved or if they've reviewed a proposal. This provides a more realistic view of a deal's health.
Mark Casaglo advises against process stages like "discovery call" or "demo call," which are seller-centric. Instead, structure the process around securing five key buyer agreements: problem agreement, solution agreement, power agreement, commercial agreement, and vendor approval. This reframes selling around buyer commitment rather than seller activity.
Traditional CRM stages reflect seller activities (e.g., demoed, proposal sent). The ADVANCED framework (Acknowledge problem, Documented issue, Validated by team, etc.) tracks the buyer's journey and commitment level. This provides a more accurate assessment of a deal's true progress and likelihood to close.
The sales focus is moving away from pushing a product in a single moment. Instead, the goal is to enable the buyer's decision-making process by providing clarity, confidence, and alignment. A customer will not buy until they are confident, and salespeople must facilitate that confidence rather than just pitching features.
Shift from a process defined by meetings (Discovery, Demo) to one defined by milestones (Problem Agreement, Priority Agreement). This prevents artificially slowing down high-velocity deals or rushing complex ones, as the number of meetings required to reach each agreement can vary.
Frame your sales stages around the decisions you need from a prospect (a 'get'), not the tasks you must complete (a 'do'). For example, the goal isn't 'do a demo,' it's 'get agreement that you're the vendor of choice.' This encourages creativity and efficiency, preventing unnecessary activities.
A common closing failure occurs when a seller moves to the proposal stage while the buyer is still unconvinced the solution addresses their specific problem. Sellers must explicitly confirm the buyer agrees the solution solves their pain before asking for the sale to avoid this critical disconnect.
A next step like "book a demo" is ineffective because it's just an action. A powerful next step links the action to a specific sales process outcome, such as "book a demo *so that* I can agree on an implementation date." This creates accountability for moving the deal forward.