CoachMyDeal
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How it works

From your pipeline to a better next step — in minutes.

No setup project, no training. Bring your deals and start talking.

Product tour

1 · See where the deal really stands

The coach has read the deal before you start — including what could cost you it.

Example

What could cost you this deal

Decision maker metMissing
Decision process knownYes
Next step datedMissing
Competitor understoodUnclear
Coach's focus for the next session: meet the person who decides.

Step 1

Bring in your deals

Import your pipeline from an Excel export of your CRM, or add a deal by hand. The coach reads each deal right away and shows you where it stands — and what could cost you the deal.

Example

What could cost you this deal

Decision maker metMissing
Decision process knownYes
Next step datedMissing
Competitor understoodUnclear
Coach's focus for the next session: meet the person who decides.

Step 2

Talk it through

Say what is on your mind, the way you would with a trusted colleague. The coach asks one sharp question at a time, and helps with an email or a call plan whenever you ask.

Example

Agreed next steps

✓Send pilot summary to PetraMon
Call with the CFOThu
Proposal to procurement15 Nov
The CFO call is due Thursday — want a draft invite?

Step 3

Move the deal forward

Leave with a next step the customer can commit to. The coach keeps it, brings it up in your next session when it is due, and updates the close date as the deal moves — so your forecast stays honest.

Example

Forecast by month

customer-confirmedstill open
Oct
Nov
Dec
Jan

Your next deal deserves a coach.

Request access: we set you up with three deals free, and you upgrade when the coach has earned it.

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