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A robust sales process progresses through five distinct stages of buyer commitment: Problem Agreement, Solution Agreement, Power Problem & Solution Agreement, Commercial Agreement, and finally Vendor Review. Each stage is defined by what the buyer agrees to, not what the seller does.
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.
A common mistake is basing sales stages on seller actions like "Demo Held." A more effective process uses verifiable buyer commitments as exit criteria, such as achieving "Problem Agreement" from the champion. This accurately reflects the buyer's journey, not just your to-do list.
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.
Many buyers are purchasing a specific solution for the first time. Sellers must act as consultants, providing a clear buying process map (a mutual action plan) to guide their champion and accelerate the deal, preventing stalls caused by uncertainty.
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.
Securing executive buy-in is its own sales stage, distinct from champion agreement. Don't just repeat the demo for the boss. Use executive-level tactics like reference calls with their peers, exec-to-exec meetings to build relationships, or roadmap presentations to sell the long-term vision and partnership.