Send the deck · concept
Cedar & Pine Outfitters
Priya Shah (Account executive) with Elena Voss, Director of revenue operations
2.4 / 10
Priya opened the product before the buying reason was clear, then accepted a request to send a deck.
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Priya needs to break the habit of feature touring. When Elena said 'What I care about is reps folding', Priya should have closed her browser tab immediately and spent the remaining 8 minutes diagnosing that leak.
Priya rushed into a product tour without an up-front contract. When Elena revealed her real pain at 0:28 (reps folding on 'think about it'), Priya ignored it and went back to the dashboard, then folded on 'send the deck' with no next step.
Reviewed with Sales Coach Rubric Engine · Deterministic 10-dimension evaluation
Reinforce, then correct
What to keep comes before the gaps and the line to use next time.
Priya showed up prepared with a story about other outfitters. The instinct to be useful is fine. The order is the problem, not the effort.
The call became a tour. Elena offered the real leak at 0:28, folding on 'think about it', and the next line went back to the dashboard. Sending the deck with no time on the calendar ends the deal politely.
Replay from 0:28 and stop the share. Next line: 'When a rep accepts think-about-it, which deals die?' Then book 15 minutes next week or agree it is not a priority. Do not send the deck as the close.
Sandler Selling System checklist
Green means it was done. Red means it was not. One call is a check, not a mastery rating.
Up-Front Contract
Started screen share immediately.
Pain Funnel
Talked past folding reps comment.
Did not calculate peak season impact.
Budget Qualification
Pricing never raised.
Decision Process
Only Elena present, deferred indefinitely.
Next Steps
Agreed to email deck without time held.
5 rubric dimensions, each tied to a moment on the call
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4 / 10
Elena named folding reps. Priya did not ask what that costs peak season.
0:28 — “reps folding when a buyer says they will think about it.”2 / 10
No one besides Elena was identified, and she deferred past the season.
0:50 — “I will look when the season slows down.”2 / 10
Accepted 'send the deck' and gave the time back.
0:56 — “Of course. I will send the deck today and check back in a few weeks.”3 / 10
Opened on a screen share after Elena said she had ten minutes.
0:00 — “I put the product up so you can see the call library.”What they should have done, moment by moment
Pause the tape at each step. Every miss cites the clock time and the exact line.
“I put the product up so you can see the call library.”
Rushed to screen share without establishing why Elena took the call.
Should have done this here
“Check agenda: 'Elena, before I pull up the screen, what is the #1 thing you need to see today?'”
Objection Surrenders & Missed Openings
"reps folding when a buyer says they will think about it."
"The dashboard shows that too. Here is the score trend, and here is where a manager leaves a note."
"Stop the screen share: 'Let's pause right there. When your reps accept think-about-it, how many deals die each quarter?'"
"Can you just send the deck?"
"Of course. I will send the deck today and check back in a few weeks."
"Politely call the brush-off: 'Usually when someone asks for the deck, it is a polite way of saying this is not a priority. Is that where we are, or should we hold 15 minutes next Tuesday?'"
Stage-Specific Qualification
Elena named folding reps, but Priya never quantified the impact.
Price never came up during the interaction.
No economic buyer identified; deferred past the season.
Measured Against: Product Demonstration Playbook
Checked milestone-by-milestone against the prescribed playbook for a Demo.
Jumped straight to screen share without checking objectives.
“I put the product up so you can see the call library.”
Elena highlighted reps folding, but rep pivoted back to dashboard widgets.
“reps folding when a buyer says they will think about it.”
Showed features in isolation without confirming relevance.
“The dashboard shows that too. Here is the score trend”
Commercial terms never discussed.
Agreed to email PDF deck with no calendar hold.
“I will send the deck today and check back in a few weeks.”
View Full Prescribed Playbook
1. Re-qualify Pain: Confirm the 1-2 core bottlenecks before launching software. 2. Micro-Commitments: Demonstrate only the specific workflow that solves that pain. 3. Check for Understanding: "Does this eliminate the problem, or is something missing?" 4. Commercial Alignment: Review cost parameters and implementation requirements. 5. Calendar Next Step: Never send collateral without locking the review date first.
High-Leverage Blocking & Tackling Corrections
Stop screen share when the prospect names real pain
When Elena mentioned reps folding, stop the slide show and dig into deal slippage before showing UI.
Never agree to send a deck without holding calendar time
Sending a deck into a void kills the deal. Require a firm date and time to review the material.
Reviewed with Priya Shah. Solid pattern interrupt, but let us make sure we quantify cost before the next screen share.
Trackers
Operational pain · concept