Deal Clinic for B2B SaaS

SaaS deal coaching for complex opportunities

An opportunity looks interested but is not moving forward? In the Deal Clinic, we examine problem and priority, business case, buying committee, decision path and next step. We work on your actual deal, not a fictional role play.

Active full cycle SaaS seller ยท SMB to corporate ยท Coaching in German & English

Work on a real deal

From customer interest to a decision ready opportunity.

We separate evidence from internal assumptions. This shows where the deal actually stands, which person or approval is still missing and which next step would demonstrate progress.

What we work on

Five signals of a robust deal

01

Problem & urgency

Is the problem important enough for the customer to act now, and is its impact documented in the customer's language?

02

Business impact

Can your champion explain the economic or strategic value clearly inside the organisation?

03

Buying committee

Are advocates, users, blockers and approvers known, including IT, security, legal or procurement?

04

Decision path

Are evaluation, budget, approvals and the sequence of internal steps clear?

05

Next step

Is there a customer backed action with owners, a date and a defined outcome?

Concrete outcome

What you leave the Deal Clinic with.

  • A clear stakeholder and risk picture
  • A traceable decision path
  • A documented plan for the next steps

How it works

Explore the Deal Clinic

01

Share the deal context

Bring the current CRM status, conversation notes, stakeholders and agreed next steps.

02

Test the signals

We work through the five deal readiness fields and mark evidence, assumptions and risks.

03

Define the action

We prioritise the next customer interaction and document owner, objective and date.

When it fits

This format fits when โ€ฆ

  • a concrete opportunity is not progressing despite visible interest
  • several stakeholders or formal approvals shape the process
  • the forecast looks stronger than the available customer evidence

Not designed for: general sales training without a current opportunity or usable deal context.

Frequently asked questions

Before the first conversation.

What material is useful for a Deal Clinic?

The current CRM status, call notes or recordings, known stakeholders, timeline and agreed next steps are particularly useful.

Can confidential deals be discussed?

Yes. Scope, handling of material and the required level of confidentiality are agreed before the work starts.

Is the Deal Clinic only for enterprise deals?

No. It is especially relevant when several people, a business case or internal approvals shape the buying process, regardless of the deal label.

Other formats

The right next lever for your sales motion.

Free deal check

Bring a real opportunity.

In the free deal check, we identify where momentum is being lost and whether a Deal Clinic is the right next step.

Book a 30 minute deal check