Kathleen’s chapter in McMahon’s book is a goldmine for deal inspection.
It exposes three foundational truths that most pipeline reviews miss.
Deals don’t close in the middle of the quarter after one call.
If a customer says they'll buy this week after hearing about your product for the first time last week, the probability of closing is near zero.
Why?
- No champion alignment
- No consensus
- No internal justification
- No procurement path
- No real pain established
- No urgency
- No reason to buy now
These are 5-risk signals, especially for new vendors.
Obsessing over one feature is not the same as wanting the product.
This is a subtle but powerful signal.
Customers will say things like:
- “We love that one capability…”
- “We’re excited about this one thing…”
But if they never say:
“We need your platform for X reason,”
the feature is a distraction, not a deal.
Sales leaders must detect:
- Feature praise vs actual need
- Whether the feature exists in competitor products
- If the customer is shopping the category (Gartner, Magic Quadrants, G2, analysts)
- Whether the category suggests competing evaluation motions
This is an external + internal coalesced signal.
Customer POC criteria is NOT validation.
Customers often propose POC requirements that:
- Your product can only partially satisfy
- Require configuration you don’t have
- Test capabilities outside your roadmap
- Stretch your platform into unrealistic territory
Sales leaders should identify:
- Which POC criteria map to real features
- Which don’t
- Which require workarounds
- Whether your product can actually win under that evaluation
Otherwise, your reps are forecasting a POC you’re destined to lose.