Enableocity
PROJECT · Sales Operations

Deal Room Operating System

A 4-week build that replaces scattered Slack threads and inconsistent reviews with a single, structured system for tracking risk on your most important deals.

IN SCOPE

Review of current deal-review cadence and where visibility breaks down
Design of a standard deal-room structure (risk, stakeholders, next steps)
Templates for weekly deal reviews and escalation triggers
Rollout with sales leadership on 5–10 live deals
Manager training on running the new cadence

NOT IN SCOPE

Deal-room software licensing or procurement
Compensation or comp-plan changes tied to deal outcomes
Legal or contract negotiation support
Ongoing deal inspection support continues under Managed Revenue Services .

Timeline — 4 weeks

WEEK 1 · REVIEW

Current-state review

Interview managers and reps on how important deals get tracked and reviewed today.

WEEK 2–3 · BUILD

Design the operating system

Build the deal-room structure, templates, and escalation triggers.

WEEK 4 · ROLL OUT

Pilot & train

Run the new cadence on live deals and train managers to sustain it.

DELIVERABLES

Deal-room structure & templates
Weekly review cadence guide
Escalation trigger rules
Manager training deck

TEAM & EFFORT

FROM ENABLEOCITY
1 engagement lead, ~1.5 days/week
FROM YOUR TEAM
Sales leadership + managers running live deal reviews
FORMAT
Remote, weekly working sessions
A cadence only works if it keeps running.
Managed Revenue Services keeps deal reviews sharp as your pipeline and team change.
See Sales Operations projects

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