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Interactive Deal Simulations

Full-Cycle Deal: 14-Day Transactional Velocity Cycle

$28K SMB deal, single decision-maker, 14-day cycle. Velocity and discipline beat depth — but bad habits at this tier metastasize.

The situation

You're an SMB AE with a 200-deal annual quota. An inbound MQL hits — Founder/CEO of a 40-person agency. Self-serve trial activated. Asking for pricing. The temptation is to skip discovery and quote. The risk is you create churn-bait deals at the bottom of your funnel.

Key stakeholders

  • Iris Ng
    coach
    Founder/CEO (Decision Maker + User)
    Owns budget, owns adoption, owns the trial.
Step 1
Decision point

Iris booked a 20-minute call. She opens with: 'Just send me pricing — we already love the product.'

What do you do in the first five minutes?