PagesSales & CRMOfficial

📊Deal Review

A structured deal review framework for assessing deal health, competitive positioning, and next steps to close.

by Peopsy

Preview: Deal Review

Deal Review

💡

Review Date: [Date] | Reviewed by: [Manager Name] | Deal Owner: [AE Name]

Deal Snapshot

Field

Details

Account

[Company Name]

Deal Name

[Deal Name]

Deal Value

[$X ARR]

Stage

[Current Stage]

Close Date

[Target Date]

Days in Stage

[X days]

Total Cycle Length

[X days]

Next Scheduled Meeting

[Date and with whom]

Deal Health Assessment

💜

Be brutally honest. A deal review only helps if you tell the truth about where you stand.

Criteria

Status

Evidence

Champion Access

[🟢 / 🟡 / 🔴]

[Who is your champion? How engaged are they?]

Economic Buyer Alignment

[🟢 / 🟡 / 🔴]

[Have they confirmed budget and authority?]

Compelling Event

[🟢 / 🟡 / 🔴]

[Why must they act now? What happens if they wait?]

Decision Criteria Defined

[🟢 / 🟡 / 🔴]

[Do you know how they will evaluate solutions?]

Paper Process Clear

[🟢 / 🟡 / 🔴]

[Legal, procurement, security — what is the path?]

Technical Validation

[🟢 / 🟡 / 🔴]

[Has the product been validated technically?]

Competitive Position

[🟢 / 🟡 / 🔴]

[Where do you stand vs. alternatives?]

Competitive Landscape

Who else is the buyer evaluating, and how do we compare?

  • [Competitor 1]: [Status and our position relative to them]

  • [Competitor 2]: [Status and our position relative to them]

  • [Status Quo / Do Nothing]: [How strong is the "no decision" risk?]

Buyer's Journey

Where is the buyer in their buying process, and what do they need to move forward?

  • Current stage: [Problem awareness / Solution evaluation / Vendor selection / Negotiation]

  • What the buyer needs next: [e.g., Business case, technical validation, executive alignment]

  • Who is driving the timeline: [Buyer or Seller?]

Blockers & Risks

  • [Blocker 1: What is preventing the deal from advancing?]

  • [Blocker 2: What could cause the deal to slip or stall?]

  • [Risk: What is the biggest threat to winning this deal?]

Strategy & Next Actions

✅

Every deal review should end with a clear strategy and specific actions with owners and dates.

Win strategy: [In 2-3 sentences, how will we win this deal?]

[Next action] — Owner: [Name] — Due: [Date]

[Next action] — Owner: [Name] — Due: [Date]

[Next action] — Owner: [Name] — Due: [Date]

[Next action] — Owner: [Name] — Due: [Date]

About this template

Stop winging your deal reviews. This template provides a repeatable framework for assessing any deal in your pipeline — whether it is a weekly check-in with your manager or a formal deal desk review. Cover the deal snapshot, score health across key criteria (champion access, economic buyer alignment, compelling event, decision criteria, paper process), analyze the competitive landscape, map the buyer's journey, surface blockers, and agree on a concrete strategy with next actions. Works with MEDDPICC, BANT, or any qualification framework your team uses.

Tags

deal-reviewdeal-healthsales-qualificationpipeline-managementdeal-coaching

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Weekly Planner

💜

Weekly Focus: What is the ONE thing that would make this week a success? Write it here and keep it visible.

Week of: [Date] — [Date]

Monday

Most important task for the day

Second priority task

Third priority task

Tuesday

Most important task for the day

Second priority task

Third priority task

Wednesday

Most important task for the day

Second priority task

Third priority task

Thursday

Most important task for the day

Second priority task

Third priority task

Friday

Most important task for the day

Second priority task

Wrap up loose ends and prep for next week

Weekly Review

✅

Take 15 minutes on Friday afternoon to reflect on your week. This small habit compounds into massive clarity over time.

  • What did I accomplish this week?

  • What didn’t get done and why?

  • What should I carry forward to next week?

  • What’s one thing I could improve next week?

📅Weekly Planner

Plan your week with daily task lists, a weekly focus area, and an end-of-week review.

Personal ProductivityOfficial

Change Order Request

💡

Complete this form for every proposed change to the original contract scope. Attach supporting documents (sketches, specs, photos) before routing for approval.

CO Details

Field

Value

CO Number

[CO-001]

Project Name

[Project Name]

Contract Number

[Contract #]

Date Initiated

[YYYY-MM-DD]

Requested By

[Name / Company]

Priority

[Standard / Urgent / Critical Path]

Parties

Role

Name

Company

Contact

Owner / Client

[Name]

[Company]

[Email / Phone]

General Contractor

[Name]

[Company]

[Email / Phone]

Architect of Record

[Name]

[Company]

[Email / Phone]

Subcontractor (if applicable)

[Name]

[Company]

[Email / Phone]

Description of Change

Reason for Change:

  • [Owner-directed change]

  • [Design error or omission]

  • [Unforeseen site condition]

  • [Code or regulatory requirement]

  • [Value engineering]

  • [Other: describe]

Detailed Description:

[Provide a detailed narrative of what is changing, why, and what areas of work are affected. Reference drawing numbers, spec sections, and RFI numbers as applicable.]

Reference Documents

  • [RFI #___]

  • [Drawing Sheet ___]

  • [Specification Section ___]

  • [Photo / Sketch attached]

Cost Impact

⚠️

All cost estimates must include labor, material, equipment, subcontractor markup, and overhead & profit per contract terms.

Item

Description

Qty

Unit

Unit Cost

Total

1

[Labor — trade description]

[X]

[hrs]

[$XX.XX]

[$X,XXX]

2

[Material — description]

[X]

[ea/lf/sf]

[$XX.XX]

[$X,XXX]

3

[Equipment rental]

[X]

[days]

[$XXX]

[$X,XXX]

4

[Subcontractor — name/trade]

[1]

[LS]

[$X,XXX]

[$X,XXX]

Subtotal

[$X,XXX]

Overhead & Profit (__ %)

[$XXX]

Total CO Value

[$X,XXX]

Net impact to contract value: [+ / - $X,XXX]

Schedule Impact

Field

Value

Days Added / Removed

[+/- X calendar days]

Affected Activities

[List critical path activities impacted]

Revised Substantial Completion

[YYYY-MM-DD]

Concurrent Work Possible?

[Yes / No — explain]

Approval Chain

Step

Role

Name

Date

Status

1

Submitted by (Requestor)

[Name]

[Date]

[Submitted]

2

Reviewed by (PM / Superintendent)

[Name]

[Date]

[Pending]

3

Approved by (GC Principal)

[Name]

[Date]

[Pending]

4

Approved by (Architect)

[Name]

[Date]

[Pending]

5

Approved by (Owner)

[Name]

[Date]

[Pending]

Verification Checklist

Scope clearly defined and not duplicated in other COs

Cost breakdown includes all labor, material, equipment, and markup

Schedule impact reviewed with superintendent

Downstream trade impacts identified (see Cascading Impact page)

Supporting documents attached (drawings, specs, photos)

Insurance and bonding implications reviewed if CO exceeds threshold

📋Construction Change Order

Manage change orders from request through approval with cascading impact analysis and a running CO log.

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Client Onboarding Hub

💡

Use this hub as your single source of truth for every new client engagement. Complete the overview below, then work through each sub-page to ensure a smooth, professional onboarding experience.

Client Overview

Field

Details

Client Name

[Company Name]

Main Contact

[Name, Title, Email, Phone]

Account Manager

[Your team member]

Start Date

[YYYY-MM-DD]

Retainer Value

[$X,XXX / month]

Services

[SEO, Content, Paid Media, Social, etc.]

Communication Cadence

[Weekly calls, bi-weekly reports, monthly reviews]

Contract Length

[6 months / 12 months / ongoing]

Billing Cycle

[Monthly / Quarterly]

Primary Goal

[e.g., Increase qualified leads by 40% in 6 months]

Master Onboarding Checklist

Work through each item below. Check them off as you go — aim to complete all items within the first two weeks of engagement.

Send welcome email with onboarding packet and team introductions

Schedule kickoff call (all stakeholders from both sides)

Set up shared Slack channel or communication workspace

Collect brand assets (logos, fonts, color codes, style guide)

Configure tools access (analytics, ad platforms, CMS, social accounts)

Create client reporting dashboard with agreed-upon KPIs

Establish content/creative approval workflow and turnaround times

Document escalation paths and emergency contacts

Set up project management board with initial deliverables

Schedule recurring check-in meetings for the first 90 days

Conduct internal team briefing on client goals and sensitivities

Send first check-in summary within 48 hours of kickoff

Key Dates & Milestones

Milestone

Target Date

Owner

Status

Welcome email sent

[Date]

[Name]

Pending

Kickoff call completed

[Date]

[Name]

Pending

All access credentials received

[Date]

[Name]

Pending

Brand guidelines documented

[Date]

[Name]

Pending

Reporting dashboard live

[Date]

[Name]

Pending

First deliverable shipped

[Date]

[Name]

Pending

30-day check-in

[Date]

[Name]

Pending

90-day review

[Date]

[Name]

Pending

💜

Pro tip: Share this hub (or a client-facing version) with your new client so they can see progress and know exactly what to expect during onboarding.

🚀Agency Client Onboarding Hub

A structured multi-page hub for onboarding new agency clients — from kickoff to 90-day success.

AgencyOfficial