Deal Review Template
The deal review template below is free to preview and install in Zealos. A structured deal review framework for assessing deal health, competitive positioning, and next steps to close.
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
Install this deal review template in your workspace
Zealos is a personal operating system for revenue teams. Sign up and we'll deliver this template the moment you're in.
Start your free trialMore page templates
Plan your week with daily task lists, a weekly focus area, and an end-of-week review.
Manage change orders from request through approval with cascading impact analysis and a running CO log.
A structured multi-page hub for onboarding new agency clients — from kickoff to 90-day success.