High Achieving - Sales Leaders

Win More Big Deals With a Disciplined Done-For-You Deal Review Process

I run the strategic deal reviews, your leaders don’t have the time, discipline, or structure to run —
ensuring your biggest opportunities are inspected early enough in the quarter to actually change the outcome.

No gaps
No surprises
No wasted cycles
… Just better big deals!

A quick diagnostic to see whether a Done-For-You Big Deal Review is right for your team.

The Problem

Your Biggest Deals Aren’t Getting the Inspection They Deserve.

Every sales VP knows this.

On paper, those deals often look healthy early in the forecast proess. 
In reality, many are already at risk — and no one knows it yet.

Not the rep.
Not the sales manager.
And sometimes, not even the VP.

The issue isn’t talent or effort.

It’s that most sales organizations inspect their biggest deals too late, when the forecast starts to feel soft — and options are already limited.

Most teams struggle with:

  • Inconsistent or shallow deal inspection

  • Hidden risks and blind spots

  • Missed political dynamics

  • Misaligned or weak strategy

  • Poor competitive positioning

  • Stakeholders are not fully engaged

  • Managers are too stretched to run deep reviews

This isn’t a training issue…. This is a discipline and capacity issue.

Your leaders want to run deeper deal reviews, but simply don’t have the bandwidth to run a rigorous inspection process… but the deals still need it.

That’s where I come in!

How the Done-For-You Big Deal Review Works

What I do

A Done-For-You Strategic Deal Review for Must-Win Opportunities

I run structured, high-discipline deal reviews for your most important opportunities — the ones that can make or break the quarter.

This is not training your team how to review deals.
And it’s not asking already-busy managers to do more work.

I lead the review.
Your sales team brings the deal.
Together, we pressure-test reality and build a strategy your team can actually execute.

Together, we:

  • Ruthlessly qualify big deals early

  • Assess risks, gaps, and political dynamics

  • Build clear, winnable strategies

  • Coach reps toward clarity, ownership, and accountability

  • Strengthen competitive position

  • Improve forecast accuracy

  • Reduce wasted cycles

Your managers get better.
Your reps get sharper.
Your pipeline gets healthier.

“The process reminded us that being deliberate regarding our key “Must Win” deals is what will make us get the results we are targeting. A simple and effective approach for Big Deal inspection.”

Alex Talmor, President, GlassHouse Systems Canada

How It Works

The Big Rock Review –  A Structured, Battle-Tested Framework

Most sales leaders already know what a good deal review should include.

The problem isn’t knowledge.
It’s time, structure, and consistency.

The Big Rock Review exists to create a disciplined inspection process early enough in the sales cycle to change outcomes, not explain misses after the fact.

Your team brings the deal…. I bring the rigor.

Designed for distributed sales teams and delivered virtually to maximize speed, focus, and consistency.

Phase 1: Rapid Assessment Review (3 steps – 30 minutes)
A fast diagnostic call with the sales leader and rep to validate:

  • Deal strength

  • Budget, authority, and timing

  • Early risks

Phase 2: Strategic Deal Review (7 steps – 60 minutes)
A deeper working session covering:

  • Solution fit

  • Competitive positioning

  • Partner leverage

  • Political alignment

  • Customer success plan

  • Negotiation strategy

  • Next-step execution plan

If a deal can be won, this process reveals how.

Every review ends with a clear strategy and a next-steps plan the team can execute.

How the Done-For-You Big Deal Review Works

Who I Help

Who is The Big Rock Review Designed For

This service is built for technology sales organizations where:

  • A small number of complex deals materially impact results

  • Sales cycles span multiple quarters

  • Deal risk exists long before it shows up in the forecast

  • Sales managers are capable — but stretched thin

It is especially relevant for:

  • Founder-led and PE-backed companies

  • Mid-market and enterprise technology firms

  • VARs, resellers, and service-led sales organizations

If your world is defined by must-win deals — this was built for you.

Why It Works

Why Early Deal Inspection Changes Everything

Most deal reviews happen late — when deals feel good.

Big Rock Reviews are deliberately focused earlier in the sales cycle, when:

  • Assumptions can still be challenged

  • Stakeholders can still be influenced

  • Strategy can still be adjusted

That’s why the impact shows up as:

  • Fewer surprises

  • Cleaner forecasts

  • Stronger deal strategy

  • Less wasted time on unwinnable deals

Better inspection leads to better decisions — and better outcomes.

“I’ve brought Jeff’s deal execution to 3 different sales teams at 3 different organizations now and each time, we’ve seen a dramatic improvement in our big deal management and win rates.”

Greg Onoprijenko, Director of Cloud Sales, U.S. Ingram Micro Cloud

“Jeff’s Big Rock Review is useful in “ruthlessly” qualifying opportunities and focusing your time on what will truly make you successful.

Benny Cifelli, General Manager, NetApp Canada

“Jeff spreads infectious energy and is easy to listen to with a lot of insight.”

Tom Schroeder, Head of Sales, CloudBlue, Germany

Why It Works Better Than What You're Doing Today

Typical Internal Review

The Big Rock Review™

How To Get Started

Start With a 15-Minute Executive Alignment Call

This is not a sales pitch.

It’s a short, focused conversation to:

  • Understand how deals are currently inspected

  • Identify where risk tends to hide

  • Determine whether a Done-For-You Deal Review makes sense

If there’s a fit, we’ll discuss next steps.
If not, you’ll leave with clarity.

Next Steps

BOOK CALL

DISCUSS REQUIREMENTS

RECEIVE GO-FORWARD PLAN

SCHEDULE PROGRAM

I'm Here To Help

Jeff Goldstein | Strategic Deal Advisory

Your Biggest Deals Deserve More Discipline, Not More Work

After leading Canadian sales teams at HP, DG/EMC, NetApp, Veeam Software and advising global tech organizations, I know what disciplined deal execution looks like — and what happens when it’s missing.

If you want stronger strategies, better inspection, and fewer forecast surprises, a Done-For-You Big Rock Review is the fastest path to improving your team’s performance.

Accelerate and WIN More Big Deals