If you’re knee-deep in deals, it’s easy to chase every shiny opportunity and end up with a pipeline full of long shots. This guide is for sales pros, managers, and anyone tired of guessing which deals will actually close. We’ll walk through how to use Dealcoachpro to cut through the noise, spot the real winners, and put your energy where it counts.
Let’s get practical.
Step 1: Get Your Deals Into Dealcoachpro (Yes, All of Them)
First things first: if your deals aren’t in Dealcoachpro, you’re flying blind. Import everything—big, small, weirdly promising. Most CRMs sync automatically, but double-check for stragglers.
Pro tip: Don’t cherry-pick only the “good” opportunities. Sometimes the sleepers surprise you, and the “obvious” ones fizzle out.
Step 2: Make Sure Your Data Isn’t Garbage
Dealcoachpro is only as smart as what you feed it. If deal stages, values, or close dates are off, you’ll get junk recommendations. Take 15 minutes to:
- Clean up deal stages (no “TBD” or “?” allowed).
- Enter realistic close dates. Not just “end of quarter” for everything.
- Fill in missing fields, especially decision maker and next step.
Is this tedious? Yes. But it’ll save you hours of chasing dead ends later.
Step 3: Let Dealcoachpro Score Your Opportunities
This is where Dealcoachpro starts to earn its keep. It’ll analyze your deals using its own scoring system, looking at things like:
- Deal size and potential value
- Stage progression (are things actually moving?)
- Engagement (are you talking to the right people, or just sending emails into the void?)
- Historical patterns (similar deals you or your team have closed—or lost—in the past)
The scores aren’t magic, but they’re a solid sanity check. Use them as a first filter, not gospel truth.
Watch out for:
- Overrated deals just because they’re big. If nothing’s happening, don’t let a high dollar amount fool you.
- Underrated deals you’ve got a strong gut feeling about—sometimes the algorithm misses nuance.
Step 4: Dig Into the “Why” Behind the Scores
Don’t just sort by score and call it a day. Click into top-rated opportunities and see why they’re rated that way. Dealcoachpro usually shows you:
- Key strengths (e.g., “Multiple stakeholders engaged,” “Clear business need”)
- Weak spots (e.g., “No next meeting scheduled,” “Decision maker unresponsive”)
Ask yourself: - Does this line up with what I know? - Is there missing context the tool isn’t seeing? - Am I relying on wishful thinking, or is there real traction here?
If something feels off, investigate. The software’s helpful, but it’s not psychic.
Step 5: Prioritize With a Shortlist—Not a Laundry List
You can’t chase every deal. Pick a handful (think: your top 5–8) that are both high-value and winnable. Here’s how to get ruthless:
- High score + momentum: These are your best bets—give them focus.
- High value, low score: Check if you can fix what’s holding them back. Maybe you just need to get a meeting with the real buyer.
- Low value, low score: Be honest—are you only chasing these because they’re easy? Let them go.
Pro tip: Set a weekly calendar block to review your shortlist. Things change fast; don’t get stuck on autopilot.
Step 6: Use Dealcoachpro’s Coaching Features (Just Don’t Expect Miracles)
Dealcoachpro loves to suggest “next best actions.” Sometimes these are useful—like reminding you to re-engage a stalled contact or flagging missing decision makers. But don’t expect it to know all the quirks of your customer or your sales cycle.
- Use coaching prompts as a starting point, not a script.
- If the advice doesn’t make sense for your deal, trust your judgment.
- Don’t get caught up in trying to “game” the tool—the real world’s always messier than the dashboard.
Step 7: Track Progress, But Don’t Worship the Dashboard
It’s tempting to stare at pipeline charts and deal health scores all day, but that alone won’t close business. Use Dealcoachpro’s tracking tools to:
- See which deals are moving and which are stuck
- Spot patterns in why you win or lose (be honest about the “why”)
- Catch yourself before you waste time on zombie deals
But remember: dashboards are for reflection, not action. The real work happens in conversations, follow-ups, and problem-solving—not just clicking around in the tool.
What Works (And What Doesn’t)
What actually helps: - Forcing you to focus on fewer, better-fit deals - Catching gaps you might miss (like a missing stakeholder) - Giving you a “gut check” score for where to spend your time
What to ignore: - Any suggestion that the score is infallible. It’s a guide, not a guarantee. - Overly rosy pipeline projections. If it looks too good to be true, it probably is. - Guilt-tripping yourself for not working every single opportunity. That’s a recipe for burnout.
Keep It Simple, Keep Iterating
Dealcoachpro can’t do the hard parts of selling for you, but it’s a solid tool for clearing the clutter. Get your deals in, clean up your data, and let the tool help you spot what’s real. Then trust your instincts, focus on progress, and don’t be afraid to drop the dead weight.
Stay skeptical, keep the process simple, and remember: it’s about finding the right deals, not chasing every deal. That’s how you win more without working yourself into the ground.