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2 strategies and tactics for Deal Closing

What is Deal Closing strategy?

Every great achievement starts with a well-thought-out plan. It can be the launch of a new product, expanding into new markets, or just trying to increase efficiency. You'll need a delicate combination of strategies and tactics to ensure that the journey is smooth and effective.

Crafting the perfect Deal Closing strategy can feel overwhelming, particularly when you're juggling daily responsibilities. That's why we've put together a collection of examples to spark your inspiration.

Copy these examples into your preferred app, or you can also use Tability to keep yourself accountable.

How to write your own Deal Closing strategy with AI

While we have some examples available, it's likely that you'll have specific scenarios that aren't covered here. You can use our free AI generator below or our more complete goal-setting system to generate your own strategies.

Deal Closing strategy examples

You'll find below a list of Deal Closing tactics. We also included action items for each template to make it more practical and useful.

Strategies and tactics for generating a pipeline of $200K and closing $60K in business in 2 months

  • ⛳️ Strategy 1: Intensify lead generation efforts

    • Identify and target industries with high potential for $15K deals
    • Create targeted email campaigns for lead generation
    • Conduct cold calling sessions daily
    • Utilise LinkedIn Sales Navigator for prospecting
    • Attend relevant industry events and conferences
    • Implement a referral programme to encourage existing customers to refer leads
    • Collaborate with marketing for content-driven lead generation
    • Run social media ad campaigns focusing on target audience
    • Host webinars to attract potential leads
    • List on B2B marketplaces and directories

  • ⛳️ Strategy 2: Optimise lead nurturing processes

    • Segment leads based on industry and fit
    • Create a follow-up schedule for each lead segment
    • Personalise outreach emails for better engagement
    • Use CRM software to track and manage leads
    • Schedule regular check-ins with leads
    • Provide value through educational content like case studies and whitepapers
    • Host live Q&A sessions to address lead concerns
    • Send periodic updates about product improvements and features
    • Offer free trials or demos to qualified leads
    • Identify and engage decision-makers within lead organisations

  • ⛳️ Strategy 3: Enhance deal closing techniques

    • Prepare customised proposals for each lead
    • Outline clear value propositions in sales meetings
    • Utilise a script for objection handling
    • Offer limited-time discounts or incentives
    • Schedule product demos to demonstrate value
    • Establish a sense of urgency in communications
    • Leverage testimonials and case studies during negotiations
    • Regularly update and track sales pipeline in CRM
    • Set weekly sales targets and review progress
    • Schedule follow-ups immediately after sales meetings
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Strategies and tactics for building a Bulletproof 30-Day Sprint for SQLs

  • ⛳️ Strategy 1: Leverage InMail to Initiate Contact

    • Create a list of 60 Tier-1 target accounts on Sales Navigator
    • Craft compelling InMail templates focusing on inventory and churn ML pain points
    • Allocate 7 InMails per day, 5 days per week, ensuring 100% usage by the end of the period
    • Customise InMail messages with hyper-personalised insights from target profiles
    • Monitor responses daily and log them into a tracking sheet
    • Schedule a follow-up LinkedIn message on Day 3 for non-responders
    • Deploy SPF/DKIM settings to improve email deliverability over time
    • Qualify responses to ensure they fit the SQL criteria
    • Adjust InMail messaging based on reply rates and feedback
    • Use InMail success rates to pivot if the response rate falls below 20%

  • ⛳️ Strategy 2: Engage on LinkedIn Strategically

    • Research target accounts' profiles for relevant insights and engagement opportunities
    • Engage with prospects' LinkedIn content by liking and commenting to increase visibility
    • Use LinkedIn messages as a second touchpoint on Day 3, referencing previous InMails
    • Maintain a daily quota of engaging with 10 target contacts on LinkedIn
    • Keep track of LinkedIn interactions in a tracking sheet, noting engagement quality
    • Use LinkedIn messages to prompt more dynamic conversations through questions
    • Enhance the credibility of your outreach via regular LinkedIn profile activity
    • Analyse topical industry posts to comment on alongside your target accounts
    • Consider testing video content in LinkedIn messages for increased response rates
    • Pivot messaging tactics if engagement does not meet 20% threshold

  • ⛳️ Strategy 3: Use Email as a Strategic Follow-Up Tool

    • Utilise emails on Day 7 for warm follows only, based on prior InMail/LinkedIn interactions
    • Focus emails on personalized solutions addressing specific inventory or churn pain points
    • Set up email nurturing sequences for non-responsive LinkedIn contacts
    • Track and log email open rates and response rates in a tracking sheet
    • Include a clear call-to-action for SQL meetings in every email communication
    • Ramp up email warmup gradually to avoid high bounce rates, reaching a <5% bounce target
    • Use Loom or similar tools to attach personalised video messages in email follows
    • Analyse email metrics to adjust timing and content for improved engagement
    • Create a dedicated spreadsheet to monitor conversion rates from email opens to replies
    • Prepare contingency plan if email reply rates do not meet 10% expectations
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How to track your Deal Closing strategies and tactics

Having a plan is one thing, sticking to it is another.

Don't fall into the set-and-forget trap. It is important to adopt a weekly check-in process to keep your strategy agile – otherwise this is nothing more than a reporting exercise.

A tool like Tability can also help you by combining AI and goal-setting to keep you on track.

More strategies recently published

We have more templates to help you draft your team goals and OKRs.

Planning resources

OKRs are a great way to translate strategies into measurable goals. Here are a list of resources to help you adopt the OKR framework:

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