The documents that get a deal signed
Six free templates for the end of a B2B deal, each with an example filled in. Read them here, print them, or have a Deal Room start from them.
- Mutual close planA mutual close plan, also called a mutual action plan, is a shared list of every step between today and a signed contract, with an owner and a date on each, agreed by the seller and the buyer. It turns "we'll get back to you" into a plan both sides can see slipping.
- Business caseA business case is a one-page document that tells the buyer's decision makers what to do, why now, what it will return and what it costs. A good one is written in the buyer's numbers and co-signed by your champion, so finance reads it as their team's recommendation, not your pitch.
- Champion deckA champion deck is the short presentation your champion gives their own leadership to get the deal approved, usually without you in the room. It's written in their words and their numbers, so it reads as an internal recommendation rather than a vendor pitch.
- Stakeholder mapA stakeholder map lists everyone involved in a buying decision, what part they play in it, what they care about and where they stand on you. It shows at a glance whether you're single-threaded through one friendly contact or have the people who can actually say yes.
- Executive summaryAn executive summary is the short version of the deal for the person who signs: the situation, what you recommend, what it returns, what it costs and the decision you need. It should take under two minutes to read and make sense without anything else attached.
- Security and procurement checklistA security and procurement checklist lists everything a buyer's security, legal, procurement and finance teams will ask for before they sign. Sending it all up front stops a deal that's been won from stalling for six weeks in review.