DEAL Scan

DEAL Scan

Run a fast check on deal health to guide your next move — progress, pause, or qualify out.
How real is this deal — and is it worth your time?

This isn’t about gut feel or what sounds promising. It’s a fast, practical way to ratify what you’re hearing with what you’re actually seeing, using observable behaviours linked to specific deal drivers.

In just a few minutes, you’ll scan your opportunity across four core qualification pillars:

You’ll base your ratings on facts and signals, not assumptions. That gives you a clearer view of where the deal stands and what’s missing.

Your responses generate a short report that highlights strengths, flags risks, and helps you decide whether to progress, pause, or qualify out. Use it to back your calls with evidence, coach with confidence, and focus your time on deals that deserve it.

Quick to complete. Easy to defend. Designed to move deals forward or take them off the table.
About You and Your Deal.

These details help personalise your report and ensure your results reflect your context.
Your Name
Your Email
Organisation Name
Deal Name
Estimated Total Deal Value
Contract Type
Prime Competitor
Your top competitor in this deal (leave blank if none or unclear)
How would you describe the current relationship strength in this deal
Relationship_Strength_Comment
Act Now: Is there urgency and momentum behind this deal?

Can you identify signs of a compelling business driver, well-defined needs, near-term budget signals, alignment with strategic priorities, or commercial performance pressures that demand action.
On a scale of 1 to 10, how clearly is the customer showing urgency to act now? Think about whether there's a clear burning platform, a defined requirement, forecasted budget, strategic alignment, or performance pressure that creates momentum.

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1 is Limited Urgency, 10 is Burning Platform
Act Now Reflection: What makes you think this customer is ready to move?Select all the urgency signs you are genuinely seeing in how they behave, not just what they are saying. If you are unsure about any item, leave it unticked.

Your selection can’t be unselected once clicked, so choose carefully.
Thinking about your main competitor — on a scale of 1 to 10, how well do you believe they understand the customer’s urgency to act now?

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1 is Worse than me, 10 is Better than me
Act 1-10 score
Act-Now Competitor 1-10
Act-Now Count
Reason2Act
Customer Requirements
Forecasted Budget
Customers business
Customer Financial metrics
You selected very few deal behaviours that support this rating. Your score may reflect optimism, early signals, or isolated strength. Consider whether these behaviours are truly present or if there are gaps that could impact progress or increase risk.
You confirmed several deal behaviours that support this score. While it shows some consistency, the missing indicators may point to areas of uncertainty, shallow insight, or risk. It’s worth exploring whether these gaps need to be addressed or validated.
Your score is backed by strong behavioural evidence. The deal shows consistent patterns that support progress and qualification confidence. Continue validating these signals as the opportunity moves forward.
BUILDING BLOCKS: Do we have the right access, alignment, and fit to move forward?

Look for signs that you have access to the right people, alignment on value, a clear understanding of how decisions will be made, a strong solution match, and a pursuit effort that makes commercial sense.
On a scale of 1 to 10, how strong are the building blocks that support this deal? Think about whether you have access to key stakeholders, clear value alignment, known decision criteria, a good solution fit, and a pursuit effort that makes commercial sense.

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1 is Little access or alignment, 10 is Strong access, fit, and clarity
Building Blocks Reflection: What makes you confident this deal is structurally sound and aligned? Select all the signals you are genuinely seeing. Focus on what you have confirmed, not just what has been said.

Your selection can’t be unselected once clicked, so choose carefully..
Thinking about your main competitor — on a scale of 1 to 10, how well do you believe they are positioned with the customer in terms of access, alignment, and solution fit?

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1 is Worse than me, 10 is Better than me
BB 1-10 Score
BB Count
Relationship Ecosystem
Value levers
Formal Decision Criteria
Solution Fit
Cost to win
Building Blocks Competitor 1 - 10
You selected very few deal behaviours that support this rating. Your score may reflect optimism, early signals, or isolated strength. Consider whether these behaviours are truly present — or if there are gaps that could impact progress or increase risk.
You confirmed several deal behaviours that support this score. While it shows some consistency, the missing indicators may point to areas of uncertainty, shallow insight, or risk. It’s worth exploring whether these gaps need to be addressed or validated.
Your score is backed by strong behavioural evidence. The deal shows consistent patterns that support progress and qualification confidence. Continue validating these signals as the opportunity moves forward.
COLLABORATION: Is there mutual trust, influence, and internal support in place?

Look for signs of trust in their team, internal sponsorship, political access, cultural alignment, and awareness of external forces that could influence the deal.
On a scale of 1 to 10, how strong is your stakeholder and political influencer collaboration and internal support behind this deal?

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1 is Low trust, limited access, 10 is Trusted, supported, well-connected
Collaboration Reflection: What makes you confident the right people support this deal? Select all the signals you are genuinely seeing. Focus on what has been demonstrated, not just what has been said.

Your selection can’t be unselected once clicked, so choose carefully.
Thinking about your main competitor — on a scale of 1 to 10, how well do you believe they are positioned in terms of trust, influence, and internal support within the customer?

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Collab 1-10
Collab Count
Trust & Credibility
Sponsorship
Political Leverage
Cultural Fit
External Influencers
Collaboration Competitor 1 - 10
You selected very few deal behaviours that support this rating. Your score may reflect optimism, early signals, or isolated strength. Consider whether these behaviours are truly present or if there are gaps that could impact progress or increase risk.
You confirmed several deal behaviours that support this score. While it shows some consistency, the missing indicators may point to areas of uncertainty, shallow insight, or risk. It’s worth exploring whether these gaps need to be addressed or validated.
Your score is backed by strong behavioural evidence. The deal shows consistent patterns that support progress and qualification confidence. Continue validating these signals as the opportunity moves forward.
DESIRABILITY: Will this deal deliver the right return for our business?

Look for indicators of immediate return, long-term value, acceptable risk, strong margin, and strategic alignment that make this deal a smart use of time and resources.
On a scale of 1 to 10, how valuable is this deal for your business — commercially and strategically? Think about short- and long-term return, margin, delivery risk, and whether this opportunity aligns with your business priorities.

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1 is Low value - high risk, 10 is Strong return, low risk, high alignment
Desirability Reflection: What makes you confident this deal is valuable for your business? Select all the signals that suggest strong return, strategic fit, and acceptable risk, based on your commercial view rather than the customer’s interest.

Your selection can’t be unselected once clicked, so choose carefully.
Thinking about your main competitor — on a scale of 1 to 10, how well do you believe their offer aligns with their and the customer’s commercial priorities, strategic goals, and value expectations?

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Desirability 1 - 10
Desirability Count
Immediate Returns
Future Returns
Risk
Margin
Strategic Customer Value
Desirability Competitor 1 - 10
You selected very few deal behaviours that support this rating. Your score may reflect optimism, early signals, or isolated strength. Consider whether these behaviours are truly present — or if there are gaps that could impact progress or increase risk.
You confirmed several deal behaviours that support this score. While it shows some consistency, the missing indicators may point to areas of uncertainty, shallow insight, or risk. It’s worth exploring whether these gaps need to be addressed or validated.
Your score is backed by strong behavioural evidence. The deal shows consistent patterns that support progress and qualification confidence. Continue validating these signals as the opportunity moves forward.
OPTIONAL: When you lose a deal, what’s usually behind it? Think about behaviours, signals, or situations that could have been spotted earlier.

Other
What would help you qualify better?
Total DEAL Score %
Total Competitor Score %
Strength Bucket
Overall Strength Sentence
Score Difference
Competitor Bucket
Competition Sentence
Competitive_Focus_Bullet
Lowest Pillar Score (num)
Weak_Act_Flag
Weak_BB_Flag
Weak_Collab_Flag
Weak_Des_Flag
Weak_Act_Description
Weak_BB_Description
Weak_Collab_Description
Weak_Des_Description
Weak Pillar Count
Weak_Pillar_TieSummary
Blank_Clear_Field
ACT_Questions_Reason2Act
ACT_Questions_Budget
ACT_Questions_BusinessContext
ACT_Questions_CustReqs
ACT_Questions_FinancialCase
ACT_Questions_AllConfirmed
BB_Questions_SolutionFit
BB_Questions_Relationships
BB_Questions_DecisionCriteria
BB_Questions_CostOfSale
BB_Questions_ValueLevers
BB_Questions_AllConfirmed
COL_Questions_ExternalInfluences
COL_Questions_PoliticalLeverage
COL_Questions_Relationships
COL_Questions_CulturalFit
COL_Questions_StakeholderAlignment
COL_Questions_AllConfirmed
DES_Questions_ImmediateReturns
DES_Questions_FutureReturns
DES_Questions_Profitability
DES_Questions_Risk
DES_Questions_StrategicFit
DES_Questions_AllConfirmed
ACT_Reason2Act_GapSentence
ACT_CustomerReqs_GapSentence
ACT_BusinessContext_GapSentence
ACT_FinMetrics_GapSentence
ACT_Budget_GapSentence
ACT_Pillar_Strength_Narrative
ACT_Pillar_Reflection_Nudge
BB_RelationshipEco_GapSentence
BB_ValueLevers_GapSentence
BB_FormalDecision_GapSentence
BB_CostOfSale_GapSentence
BB_SolutionFit_GapSentence
BB_AllBehaviours_Confirmed_Summary
BB_Pillar_Strength_Narrative
BB_Pillar_Reflection_Nudge
ACT_AllBehaviours_Confirmed_Summary
COL_Sponsorship_GapSentence
COL_TrustCred_GapSentence
COL_Culture_GapSentence
COL_ExternalInfluence_GapSentence
COL_Political_GapSentence
COL_AllBehaviours_Confirmed_Summary
COL_Pillar_Strength_Narrative
COL_Pillar_Reflection_Nudge
DES_ImmediateReturns_GapSentence
DES_FutureReturns_GapSentence
DES_Profitability_GapSentence
DES_Risk_GapSentence
DES_LongTermValue_GapSentence
DES_AllBehaviours_Confirmed_Summary
DES_Pillar_Strength_Narrative
DES_Pillar_Reflection_Nudge
ACT_Reason2Act_Flag
ACT_CustomerReqs_Flag
ACT_BusinessContext_Flag
ACT_FinMetrics_Flag
ACT_Budget_Flag
BB_DecisionCriteria_Flag
BB_Relationships_Flag
BB_SolutionFit_Flag
BB_ValueLevers_Flag
BB_CostToWin_Flag
COL_Sponsorship_Flag
COL_PoliticalLeverage_Flag
COL_Credibility_Flag
COL_Culture_Flag
COL_ExternalInfluencers_Flag
DES_StrategicFit_Flag
DES_Return_Flag
DES_Risk_Flag
DES_Profitability_Flag
DES_LongTermValue_Flag
Should be Empty:

DEAL Scan

About You and Your Deal.

Act Now: Is there urgency and momentum behind this deal?

Act Now Reflection: What makes you think this customer is ready to move?Select all the urgency signs you are genuinely seeing in how they behave, not just what they are saying. If you are unsure about any item, leave it unticked.

BUILDING BLOCKS: Do we have the right access, alignment, and fit to move forward?

Building Blocks Reflection: What makes you confident this deal is structurally sound and aligned? Select all the signals you are genuinely seeing. Focus on what you have confirmed, not just what has been said.

COLLABORATION: Is there mutual trust, influence, and internal support in place?

Collaboration Reflection: What makes you confident the right people support this deal? Select all the signals you are genuinely seeing. Focus on what has been demonstrated, not just what has been said.

DESIRABILITY: Will this deal deliver the right return for our business?

Desirability Reflection: What makes you confident this deal is valuable for your business? Select all the signals that suggest strong return, strategic fit, and acceptable risk, based on your commercial view rather than the customer’s interest.