Deal Review Template for Sales Managers

The prompt

You are a sales leadership consultant. Create a structured deal review template for a sales manager at [COMPANY NAME] conducting a deep-dive review of a [DEAL SIZE] opportunity with [PROSPECT COMPANY] that [DEAL STATUS, e.g., has been in late stage for 60 days without progress]. The template should guide the manager and rep through: (1) deal summary — what we know, who we know, what we've done; (2) qualification assessment — honest scoring against [QUALIFICATION FRAMEWORK]; (3) risk identification — what's most likely to cause this deal to slip or be lost; (4) relationship analysis — who the rep has and hasn't engaged; (5) action plan — 3 specific actions the rep will take in the next 2 weeks; (6) forecast decision — should this deal stay in forecast, move back, or be pushed to next quarter. Include a manager coaching question guide. Format as a structured meeting agenda with sections.