Salespeople often keep dead deals in their pipeline out of hope. To get realistic, ask a simple question for each opportunity: "If I had to bet my own money on this closing by year-end, would I?" If the answer is no, immediately remove it from the active pipeline and replace it.
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Guest Bob Kosics presents a simplified qualification framework focusing on three critical questions to determine if a deal will close on schedule: Why is the customer buying at all? Why are they buying from you specifically? And why must they buy right now?
Contrary to the 'always be closing' mindset, the goal of early-stage qualification should be disqualification. Advancing deals based on mere 'interest' rather than true 'intent' leads to bloated pipelines and low win rates. Getting to 'no' quickly is more efficient than chasing unqualified leads.
Before committing resources to a proof-of-concept (POC), build a preliminary ROI case. If the potential return isn't substantial enough for the customer to reallocate budget or personnel, the deal is unlikely to close. This step prevents wasting both your and your customer's time on unwinnable evaluations.
Encourage sales and BDR teams to disqualify leads and close-loss deals quickly. This 'fail fast' approach cleans the pipeline, focuses effort on viable opportunities, and provides a rapid, clear feedback loop to marketing on lead quality and campaign effectiveness.
It's tempting to push late-stage deals into January, but this is a dangerous trap. Once the holiday break occurs, momentum is lost and priorities shift, meaning these deals rarely close. Leaders must create urgency to close before year-end, as rollovers are effectively lost opportunities.
Two clear red flags indicate a deal is at risk: relying on a single contact and having a close date not tied to a specific buyer deadline. To de-risk a deal, sales reps must engage multiple stakeholders (multi-threading) and anchor the timeline to the buyer's critical business needs.
Many salespeople fill pipelines with leads showing mere interest. Elite performers differentiate this from true buyer intent—the willingness to buy now. They actively disqualify prospects who lack intent, allowing them to focus on fewer, more qualified opportunities and avoid wasting time on conversations that won't convert.
To avoid stalled deals, continuously test the prospect's engagement. If a stakeholder consistently fails to meet small commitments—like providing requested information on time—it is a strong indicator that the deal is not a priority for them and is at high risk of stalling.
Prospects use the new year as an excuse to delay decisions. During this idle time, priorities change, budgets are reallocated, and competitors gain access. Salespeople should abandon delusional optimism and treat these opportunities as dead, focusing instead on closing deals now.
Average reps find security in a pipeline packed with low-quality leads (a "sewer pipe"). Top performers prioritize quality over quantity, resulting in a leaner but more potent pipeline (a "water tap"). They are comfortable with fewer opportunities because they know what's in there is highly qualified and likely to close.