Deal SupportadvancedPro

Build a security and procurement review packet from deal blockers

Spot enterprise deal blockers from calls and CRM notes, then assemble the security, procurement, ROI, and implementation answers buyers need to move forward.

What you will have

A deal-specific review packet with security answers, procurement proof, implementation details, ROI support, and stakeholder-specific notes.

Setup time

4-6 hours

Time saved

6-12 hours per enterprise deal review cycle

Estimated cost

$200 to $1000 per month

Tools used

5 tools

Why this works

Many deals do not stall because the buyer lacks interest. They stall because new stakeholders enter with unanswered questions about security, procurement, risk, implementation, or ROI. This workflow turns deal signals into a prepared review packet before the buyer has to chase every answer internally.

Step-by-step workflow

Preview the workflow

The first 2 steps are open. Pro unlocks the remaining steps, copy-paste prompts, pro tips, tool-by-tool setup guidance, and implementation details.

Identify deals entering review risk

45 min

Start in Salesforce and find opportunities where security, legal, procurement, IT, finance, or executive approval has been mentioned. Prioritize deals with strong champion interest but unclear next steps, delayed paperwork, unanswered diligence questions, or new stakeholders entering late. Pull opportunity notes, stage, close date, stakeholders, next step, and deal value.

Output

A shortlist of active opportunities that may stall because of review, diligence, or procurement friction.

Salesforce

Pro tip

The best time to build this packet is before procurement formally asks for it. Once the deal is already stalled, you are reacting instead of guiding.

Extract blockers from calls and notes

45-60 min

Use Gong and Salesforce notes to identify every blocker, open question, stakeholder concern, and implied risk. Look for language around security review, vendor onboarding, SOC 2, data privacy, integrations, implementation timeline, business case, budget, legal terms, and procurement process. Capture the exact buyer language when possible.

Output

A deal blocker map organized by stakeholder, risk type, and urgency.

GongSalesforceClaude

Pro tip

Implied blockers matter. 'Our IT team will need to look at this' is often not a logistics comment. It is a trust, risk, or workload concern waiting to surface.

Prompt template

Analyze this opportunity data and extract possible deal blockers.

Opportunity notes:
{{opportunity_notes}}

Call transcript excerpts:
{{call_transcripts}}

Stakeholders:
{{stakeholders}}

For this deal, output:
1. Explicit blockers
2. Implied blockers
3. Stakeholder associated with each blocker
4. Risk category: security, legal, procurement, finance, IT, implementation, ROI, executive approval, or other
5. Buyer language that signals the blocker
6. What proof or answer is needed
7. Urgency level
8. Recommended packet section

Do not invent blockers. Use the notes and transcript evidence.

Pro workflow preview

Previewing 2 of 7 steps

Pro membership

Unlock the full workflow

Get the remaining 5 steps, copy-paste prompts, pro tips, tool-by-tool setup guidance, and weekly new workflows.

$9/month

Pull approved security and trust answers

Assemble procurement and business-case proof

Draft the review packet narrative

Create stakeholder-specific forwarding notes

Send, track, and update the opportunity

See Pro plan

3Pull approved security and trust answers

Locked

4Assemble procurement and business-case proof

Locked

5Draft the review packet narrative

Locked

6Create stakeholder-specific forwarding notes

Locked

7Send, track, and update the opportunity

Locked

Expected results

Packet creation time

2-4 hours per deal

Once approved answers and assets are organized, the workflow reduces repeated manual searching and rewriting for each enterprise review.

Stakeholders covered

4-6 internal audiences

Enterprise review commonly involves security, IT, procurement, finance, executives, and the champion, each with different questions.

Deal friction reduced

Fewer repeated diligence loops

A complete packet gives the champion approved answers and proof before questions turn into delays.

Sales risk control

Approved answers only

Security and compliance claims come from official trust content instead of improvised rep responses.

Related workflows

Continue with workflows that share a similar GTM motion, category, or tool stack.

Deal Supportpro

Turn an active opportunity into a mutual action plan and buyer room

A buyer-facing deal room and mutual action plan that keeps next steps, stakeholders, proof, and decision criteria visible between meetings.

DockMomentumScratchpad

3-5 hoursView workflow ->

Sales Callspro

Turn sales call transcripts into objection coaching and follow-up plays

A post-call coaching system with objection clusters, rep feedback, follow-up drafts, and reusable response plays from real buyer conversations.

AttentionGongClaude

3-5 hoursView workflow ->

Sales Callspro

Turn a booked sales meeting into a pre-call intelligence pack

A CRM-ready pre-call intelligence pack with account context, participant notes, discovery hypotheses, questions, risks, and a post-call capture template.

HubSpotClayClaude

1-2 hoursView workflow ->