Services
Strategic Deal Advisory for Must-Win Opportunities
Most organizations know which deals matter.
What they don’t know early enough is whether those deals are actually winnable — and that uncertainty shows up in the forecast.
That’s where the Big Rock Review comes in.
The Big Rock Review™
A Done-For-You Strategic Deal Review Process
The Big Rock Review is a time-bound, done-for-you strategic deal review designed for your largest, most important opportunities.
I don’t train your team to do this.
I don’t hand you a framework and walk away.
I lead the review.
Your sales team brings the deal.
The review produces a clear, executable go-forward strategy — or a clear decision to stop.
Execution and follow-through remain with your sales leaders and deal owners.
Why This Service Exists
Most organizations aren’t short on methodology.
They’re short on objective deal insight early enough to act — and that’s what destroys forecast confidence.
The Big Rock Review gives VPs a reliable way to surface risk early, tighten execution clarity, and protect forecast integrity — without adding operational burden.
Sales leaders want deeper inspection — but they don’t have the time or structure to do it consistently.
The Big Rock Review fills that gap.
How the Big Rock Review Works
Each Big Rock Review follows a disciplined inspection sequence designed to maximize impact while minimizing disruption.
Typical engagements cover these layers in a single, focused advisory flow (60 – 90 minutes)— not as training modules.
Phase One: Rapid Assessment
A focused inspection that confirms whether the opportunity is real and identifies early risk.
Outcome: a confident go/no-go signal before heavy investment.
This session is about disciplined qualification.
We pressure-test:
Deal economics
Buying authority
Timing and compelling events
Customer need
Political dynamics
Hidden risks
If the deal cannot be won, we stop here.
That decision alone can save your team weeks or months of wasted effort on an opportunity that was never going to close.
Phase Two: Strategic Deal Review
A deeper inspection with your core execution team — uncovering tactical risk, stakeholder gaps, and negotiation exposure.
Outcome: a clear, prioritized action plan your team can execute immediately.
If the deal is winnable, we move into a deeper strategic review focused on execution.
We examine:
Solution fit
Competitive strategy
Stakeholder alignment
Partner leverage
Customer success risks
Negotiation readiness
Every review ends with a clear, prioritized action plan your team can execute immediately.
This is where good deals become great deals.
“Big deals don’t need more activity. They need more discipline.”
How the Big Rock Review Is Delivered
The Big Rock Review is designed for modern, distributed sales organizations and delivered virtually to maximize speed, focus, and consistency.
This delivery model allows sales leaders to:
Inspect critical deals earlier in the sales cycle
Bring the right stakeholders into the review without travel delays
Run more high-impact reviews with less friction
Maintain consistency and discipline across regions and teams
By removing scheduling and travel constraints, leaders can focus on what matters most — deal quality, execution, and outcomes.
Why This Matters
Most deal risk is visible early — but only if teams have the time and structure to inspect it.
Virtual delivery enables faster access to deals when intervention still matters, not after momentum is lost.
What This Is — And What It’s Not
This is:
A disciplined inspection of must-win deals
An external perspective grounded in operator experience
A repeatable inspection process that improves execution quality
This is not:
Sales skills training
CRM hygiene or deal desk checklists
Generic methodology rollouts
Tactical enablement sessions
I don’t replace your leaders — I help them make faster, clearer decisions with less guesswork.
Who This Service Is For
The Big Rock Review is designed for:
VPs of Sales accountable for large, complex deals
CROs and CEOs who want fewer surprises and stronger forecast confidence.
Sales leaders managing opportunities that materially impact the quarter
If a handful of deals can make or break your number, this service is built for you.
The Outcomes You Can Expect
Clients use the Big Rock Review to:
Identify deal risk earlier
Stop chasing unwinnable opportunities
Improve forecast accuracy
Support sales leaders with clearer inspection and decision structure
Focus resources on deals that matter most
- Reduce late-stage surprises and increase predictability in quarterly results.
The result isn’t more activity — it’s better decisions.
Getting Started
Start by watching the short video explaining how the done-for-you Big Deal Review works.
This gives you a clear sense of the approach and when it’s most useful.
When you’re ready, book a 15-minute Executive Alignment Call to confirm fit and determine the right next step.
👉 Watch Video
👉 Book a 15-Minute Executive Alignment Call
No prep required.
3-Minute Strategic Brief
After watching the brief