Use a CRO's framework to uncover deal risk

Hey Nie,

Spending more time questioning CRM data accuracy than reviewing deals and reducing risk?

Once you have buyer-centric sales stages and a clear forecasting methodology in place, you need a repeatable structure to run your deal reviews.

Here is the 3-step framework that Docebo's CRO, Mark Kosoglow, recommends for uncovering risk and keeping deals moving forward:

1. Verify forecast data: Confirm that critical data aligns with reality. 2. Asses forecast risk: Evaluate on deal maturity and likelihood to win. 3. Plan next steps: Tie-in the

Want to know exactly what to ask when a deal’s data seems off?

In the complete pipeline review toolkit, Mark shares the specific coaching questions that help managers verify data and reinforce the sales process. Get the toolkit today and sharpen your forecast this week.

Get the toolkit

The Insightly Team

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