sales1 min readModified on 12/21/2023

VP or director check-in on open opportunities

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Scenario

At critical points in the sales cycle, send buyers communications from a VP or director to encourage deal movement. They should introduce themselves, offer support, and answer questions. This keeps the opportunity fresh in the buyer’s mind and offers them a chance to raise questions and concerns. As the deal ages, leadership check-ins can become more direct to determine whether the opportunity is progressing.

Triggers

15-, 30-, and 60-day checkpoints in the sales cycle, or at other milestones based on your particular sales cycle

Action

Send an email relevant to the lifecycle of the opportunity from a VP or director

[your company name] — a way forward

Hi [first name],

[Sales rep name] has been keeping me up to speed on your conversations. Most organizations recognize the value pretty quickly, but it seems like things may have stalled. I think we may have missed something important to you.

I understand organizations want to make sure they’re spending money wisely. I’m confident that investing in us will have a positive ROI and help your company grow, despite ever-changing market conditions.

Here’s a quick example: [case study link]

I wanted to reach out to see exactly what we missed and what you need for us to move forward. I’ve also secured some incentives that I think could really help you out.

Let me know a good time to discuss these.

With your success in mind,
[sales leader name]

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