Termsheetinator
1.6K posts

Termsheetinator
@termsheetinator
› A.l Enabled GTM & Sales • https://t.co/mfMcZIJvsd › Operating Credit Advisory + HoldCo


IF YOU’RE SELLING B2B, AI IMPLEMENTATIONS, GTM, CONSULTING - DOESN'T MATTER. BOOKMARK THESE 15 PARTS: Most people think closing larger deals comes down to objection handling, better proposals or becoming more persuasive on the final call. IT DOES NOT! You close larger deals by controlling two things: The economic gap inside the prospect’s business. The momentum between every step of the sales process. The first one creates the reason to buy. The second one prevents that reason from disappearing. You can build an incredible case for why the prospect needs to change, but if you disappear for four days after diligence, send a generic proposal and walk into the review call without feedback, you will still lose. You can also run the most organized follow-up process in the world, but if the prospect never understood what their current situation was costing them, there will be no urgency underneath it. You need both. You need to build the case like a lawyer and then run the process like an operator. That is how $25K–$75K deals get closed. Not by “checking in.” Not by asking whether they had a chance to review. Not by presenting 48 slides about your company. You establish the desired outcome. You expose the current reality. You calculate the gap. You make the cost of doing nothing visible. You build the scope directly around that gap. Then you force continuous micro-commitments until the engagement is signed and paid. That is the entire system. - STEP ONE: MAKE THE STATUS QUO MORE EXPENSIVE THAN CHANGE. Loss aversion is one of the most important concepts in B2B sales. People do not automatically buy because the future could be better. They buy when they understand that remaining where they are is already costing them more than changing. A $50K engagement can be viewed in two completely different ways. It can be viewed as: “We have to spend PART.” Or it can be viewed as: “We are currently losing $90K every quarter, and this $50K investment gives us a credible path to stop it.” Same price. Completely different decision. Your job is not to manipulate the prospect into feeling pain. Your job is to help them accurately calculate a cost that already exists but has never been organized clearly. Most prospects know something is wrong. They feel the problem. They complain about the problem. They may have been dealing with the problem for a year. But vague discomfort does not create urgency. Specific gaps create urgency. Math creates urgency. Their own words create urgency. You need to convert: “We need more pipeline.” Into: “We need 40 qualified meetings every month. We currently generate 14. The gap is 26 meetings per month, and it has existed for six months.” Now there is something to solve. You are no longer selling “more pipeline.” You are helping them close a measurable commercial gap. Here is how you do it. PART ONE: ESTABLISH THE DESIRED STATE. Do not begin discovery by digging around randomly for pain. Start by establishing the prospect’s reference point. What are they trying to accomplish? What number are they responsible for? What does success look like over the next 90 days? Ask: “Where does the company need to be by the end of this quarter?” “What number are you personally responsible for?” “What does a successful next 90 days look like?” “What needs to happen for leadership to consider this solved?” You need the prospect to define the destination before you begin calculating the distance. Their goal becomes the anchor for the entire conversation. Not your pitch. Not your case study. Not your ROI calculator. Their stated target. Once they say they need 40 meetings per month, $500K in additional pipeline, a 20% increase in production capacity or a shorter sales cycle, that goal becomes the standard against which the current system gets judged. - PART 2: ESTABLISH CURRENT REALITY. Once the target is clear, you need the truth about where they currently are. Not the polished version they put into board presentations. The operating reality. Ask: “Where are you today?” “What is the current monthly pace?” “What are you currently doing to reach the target?” “What parts of the system are working?” “What parts are clearly no longer working?” “What have you accepted as normal that probably should not be normal?” That last question is where things begin opening up. Companies normalize dysfunction constantly. They normalize eight-week sales cycles. They normalize leads sitting untouched for three days. They normalize account executives doing their own prospecting. They normalize agencies missing reporting deadlines. They normalize thousands of records sitting inside a CRM without any usable contact data. They normalize founders still being involved in every sale. The problem has existed for so long that nobody sees it as a problem anymore. It has simply become “how things work here.” Your job is to make the invisible cost visible. But do not attack what they built. People are emotionally attached to their existing systems, teams, vendors and internal decisions. Even when those systems are underperforming, they are still theirs. Respect the current system first. Say: “Candidly, it makes sense why you built it this way. It probably worked for the stage the company was in.” Then ask: “Is the same system still strong enough for where you’re trying to go next?” You are not calling their baby ugly. You are showing them that the system designed for the old stage may not support the next one. PART 3: CALCULATE THE GAP. Now put the desired state and current reality beside each other. Do not exaggerate. Do not use words like “massive,” “critical” or “game-changing.” Sophisticated buyers are not persuaded by adjectives. They are persuaded by specific numbers they already agreed were accurate. Say: “You said the target is 40 qualified meetings per month. You are currently averaging 14. So the current gap is 26 meetings every month. Is that accurate?” Then stop talking. Let them confirm it. Once they confirm the number, continue: “What has prevented the team from closing that gap?” “What have you already tried?” “Why did those attempts fail?” “What would need to change operationally for the gap to close?” Now the problem is no longer your opinion. It is their target. Their current performance. Their shortfall. Their math. That is why this works. You are not convincing them that they have a problem. You are helping them organize what they already admitted. - PART 4: MAKE THE COST OF INACTION VISIBLE. This is the part most salespeople skip. They identify a problem and immediately start pitching. Wrong. The prospect may agree that a gap exists and still do absolutely nothing about it. Companies operate with known problems all the time. Before presenting your solution, you need to understand what happens if the gap remains open. Ask: “What happens if this remains the same for another quarter?” “What does that shortfall affect downstream?” “What does it cost in missed revenue?” “What does it cost in wasted labour or management time?” “What happens to the annual target if the current pace continues?” “What becomes harder if this gets pushed another six months?” “What does this affect for you personally?” Now the prospect stops comparing: Buy versus do not buy. They start comparing: The cost of changing versus the cost of continuing down the current path. That is the real B2B decision. They are rarely deciding between spending money and saving money. They are choosing between two costs. The cost of action. Or the cost of inaction. Your job is to calculate both honestly. - PART 5: REFRAME THE RISK. A prospect who is hesitant to buy is not necessarily risk-averse. They may simply be focused on the wrong risk. They see changing vendors as risky. They see implementing a new process as risky. They see paying you as risky. What they may not see is the risk of leaving the current system untouched for another 90 days. Ask: “I understand why changing the process feels risky. What I’m trying to understand is, what is the risk of keeping this exactly as it is for another quarter?” Then shut up. Do not answer the question for them. You are not manufacturing risk. You are surfacing the risk already contained inside the status quo. You can rotate the frame several ways without repeating the same pitch. Risk frame: “What is riskier right now: changing the system or keeping the current one for another 90 days?” Goal frame: “You said the target is 40 meetings. The current system produces 14. What has to change for the target to remain realistic?” Cost frame: “What does the current process cost in missed revenue, wasted labour and delayed execution?” Identity frame: “Does this operating system match the company you are trying to become?” Timing frame: “Is this something that needs to change now, or is leadership comfortable carrying the gap into another quarter?” The prospect already understands the potential upside. The missing ingredient is usually contrast. They do not yet feel enough distance between where they are and where they said they need to be. - PART 6: CONNECT PRICE TO THE GAP. Price resistance is usually not a pricing problem. It is a gap problem. The buyer either does not believe the unresolved problem is expensive enough, or they do not believe your solution can close enough of the gap to justify the investment. A $50K price presented by itself feels like a $50K loss. A $50K investment measured against a credible $90K quarterly loss feels completely different. You are not hiding the price. You are giving the price economic context. Say: “My question is whether this problem is expensive enough to solve now. Based on what you told me, the current gap is costing approximately X. If that number is accurate, this investment only makes sense if we believe the engagement can close enough of that gap to justify it.” That is how an advisor discusses price. No pressure. No fake scarcity. No nervous discounting. No 20-minute defence of your deliverables. Just math. The prospect should not feel like they are being convinced to spend money. They should feel like they are deciding whether the existing loss is worth preventing. This is why the best closers are closer to lawyers than hype men. They build the case. They establish the desired outcome. They document current reality. They calculate the gap. They show the consequences of leaving it unresolved. Then they present the solution as the most credible path to close it. - STEP TWO: DO NOT DESTROY THE CASE AFTER THE CALL. You can execute everything above perfectly and still lose the deal because of what you do immediately after diligence. This is where agencies and consultants bleed out constantly. You run a strong call. The prospect gives you information they would never give an ordinary vendor. You understand their commercial system, internal politics, financial constraints and approval process. They are engaged. They are thinking about the problem. The emotional temperature is high. Then the call ends and you say: “Great, I’ll put something together and send it over.” You disappear for four days. The prospect returns to 700 other priorities. Their internal urgency disappears. The context becomes stale. You finally send a generic PDF on Friday afternoon and ask them to “let you know their thoughts.” Then you walk into the next call with no feedback, no edits, no internal objections and no idea what happened after your original conversation. You gave yourself nothing to work with. So you begin selling again. And once you start pitching for 30 minutes on the review call, the deal is already moving backwards. The review call is not where you present version one. The review call is where you discuss version two or version three because feedback and revisions have already started. Momentum is the currency of a multi-week B2B sales cycle. This is how you protect it. - PART 7 RUN DILIGENCE LIKE AN AUDIT. Before writing anything, extract the entire commercial system. You need to understand: Top-of-funnel inputs. Middle-of-funnel mechanics. Bottom-of-funnel conversion. Average contract value. Customer lifetime value. Sales-cycle length. Current volume. Conversion rates. Team structure. Who qualifies opportunities. Who sells. Who manages implementation. What finance cares about. What leadership pushes back on. Who can approve the engagement. Who can quietly kill it. What has gotten similar projects approved before. What previous vendors promised. Why those engagements failed. What messaging leadership hates. What internal language they use. What channels currently produce. What the gaps are. Why they agreed to speak with you now. You are not writing a scope from imagination. You are building it from transcript data. Every section should connect to something the prospect told you. Every deliverable should solve a documented constraint. Every number should come from their operating reality. Every risk should be mitigated before leadership has a chance to identify it. That is how you create a scope an internal champion can defend when you are not in the room. - PART 8: END THE DILIGENCE CALL CORRECTLY. Never end a serious diligence call with: “I’ll send something over.” That sentence creates ambiguity. Before anyone leaves the call, schedule the scope-review meeting. Put it four or five days out. That window is intentional. You need enough time to send the first scope, collect feedback, revise it and generate two or three meaningful touches before the next live conversation. Then ask the internal approval questions: “Before I let you go, what does leadership normally react to when reviewing something like this?” “What has gotten a similar engagement approved in the past?” “What does finance normally push back on?” “Who else will need to believe this makes sense?” “What will they need to see to defend the investment?” “What could quietly kill this internally?” Do not assume that because your contact likes the idea, the company will buy. Your contact needs to sell the engagement internally. Your scope needs to equip them to do that. Once the review call is booked, close the conversation by setting explicit expectations: “I’ll send a continuity email immediately after this call. You’ll have the first version of the scope within 24 hours. Between now and our review, I’ll need your first wave of feedback so I can arrive with revisions already in motion.” Now everybody knows what happens next. No ambiguity. No drifting. No “circling back next week.” - PART 9: SEND THE CONTINUITY EMAIL IMMEDIATELY. Not later that evening. Not tomorrow morning. Immediately. This should already exist as a template. Create a dedicated operations inbox such as: Emily@yourcompany.com Or: Operations@yourcompany.com Use it consistently for scopes, scheduling, case studies, agreements and feedback reminders. It separates advisory conversations from process management and makes the engagement feel organized. The email should say: “Great speaking today, Prospect. I’ve included Emily from our operations team on this thread. You’ll receive the first version of the scope tomorrow. Before the review call, we’ll need your initial feedback so YOURNAME can arrive with revisions already underway. We’ll take it from here.” That email tells them the process has begun. It maintains the emotional continuity from the call. It also creates a clear expectation that they have work to do before the next meeting. Stop acting like requesting feedback is inconveniencing the prospect. They want structure. They want clarity. They want somebody to quarterback the engagement. - PART 10: SEND THE FIRST SCOPE WITHIN 24 HOURS. Taking three to five days to prepare a scope is killing your deals. The prospect’s enthusiasm decays. The diligence becomes stale. Other priorities move in. Internal conversations happen without you. Then you have to recreate urgency that already existed four days earlier. Send the first version within 24 hours while the conversation is still alive. It does not need to be the final version. That is the point. The scope is supposed to enter a feedback process. Version one is where collaboration begins. The document should clearly contain: The desired outcome. The current state. The measurable gap. The cost of leaving the gap unresolved. The recommended strategy. The specific workstreams. The responsibilities on both sides. The timeline. The commercial terms. The risks and how they will be mitigated. The decision process. Do not send a menu of random services. Build the scope around the commercial problem they admitted they needed to solve. - PART 11: DEMAND THE FIRST WAVE OF FEEDBACK. Without feedback, you walk into the review call blind. When you are blind, you start selling. When you start selling, your advisory posture disappears. Tell the prospect directly: “This is the first working version. We need your initial reactions before the review call so we can begin revisions and use the meeting to discuss the updated scope rather than presenting the document from scratch.” This communicates that the process requires participation from both sides. They must dance with you. It takes two to tango. If they do not respond within 48 hours, the operations inbox follows up: “Prospect, your review call with YOURAME is scheduled for tomorrow and we have not yet received your feedback. We need to begin revisions before that conversation. Can we expect your notes today, or should we move the review back a few days?” That is not aggressive. That is process management. Stop treating prospects like fragile strangers. Treat them like internal stakeholders with responsibilities and deadlines. - PART 12: NO FEEDBACK MEANS NO NORMAL REVIEW CALL. Do not walk into a second call after diligence with zero feedback and pretend everything is fine. You already know what will happen. You will share your screen. You will explain the scope line by line. They will make vague noises. You will start defending the strategy. Then you will spend 30 minutes trying to resell a prospect who was already interested. If they did not provide feedback, the review call becomes a conversation about why they did not engage. Ask: “Before we go through the document, I noticed we didn’t receive any feedback. What prevented the team from reviewing it?” You need the truth. Maybe the opportunity is no longer important. Maybe your contact is not the real champion. Maybe leadership rejected the price. Maybe there is another vendor. Maybe an internal project took priority. Maybe they never distributed the scope. All news is good news, including bad news, because bad news gives you something real to solve. Ambiguity is what kills you. If they did provide feedback, the review call can be 10 minutes long. You are not presenting version one. You are walking through what changed. Say: “Based on your feedback, we revised these three areas. Does this version now give you enough to champion the engagement internally?” If they say yes, ask why. You need to understand what changed and what now feels defensible. If they say no, respond positively: “Great. Then we know we are not finished yet. Which section still needs the most work?” Then determine exactly who the revision is for. Does finance need stronger economics? Does the VP of Sales need a clearer connection to revenue? Does operations need more implementation detail? Does the CEO need more risk mitigation? Does legal need different terms? Every revision needs a reason and an audience. Do not edit blindly. - PART 13: REVISE UNTIL THE SCOPE CAN SURVIVE WITHOUT YOU. The goal is not for your contact to “like” the scope. The goal is for them to defend it when you are not in the room. Ask: “If you forwarded this version to the decision-makers today, what would they challenge?” “What question would finance ask first?” “Which part would leadership have difficulty believing?” “What would make this easier for you to champion internally?” Then revise again. You are not waiting for a giant commitment. You are collecting micro-commitments. Review the scope. Send feedback. Approve the economic case. Confirm the strategy. Share it internally. Bring in the decision-maker. Approve the final version. Review the agreement. Sign the agreement. Pay the invoice. Large deals are simply sequences of small commitments managed properly. - PART 14: ONCE THE SCOPE IS APPROVED, SEND THE ENGAGEMENT LETTER. Do not ask: “What would you like to do next?” You already know what happens next. Say: “Perfect. Emily will send the engagement letter based on the final scope. Send us your first thoughts immediately after reviewing it. If anything needs to be revised, we’ll begin those edits right away.” You do not ask permission to progress a deal that everybody has already agreed should progress. You maintain the sequence. You maintain the expectation. You keep the next micro-step moving. - PART 15: ONCE THE AGREEMENT IS APPROVED, SEND THE INVOICE IMMEDIATELY. Not tomorrow. Not after you finish another meeting. Not once you have cleaned up your payment system. Immediately. When the emotional window opens, capture it. Operators lose deals that were effectively closed because they allow unnecessary space between approval, signature and payment. Every delay creates another opportunity for distraction, doubt or internal friction. The process should feel continuous: Final scope approved. Engagement letter sent. Agreement signed. Invoice issued. Payment completed. Kickoff scheduled. No dead space. THIS IS THE COMPLETE B2B DEAL-CONTROL SYSTEM. You start with what the prospect wants. You establish where they are today. You calculate the measurable gap. You show what leaving the gap unresolved will cost. You reframe inaction as a real commercial risk. You position your investment against that cost. You conduct diligence like an audit. You schedule the next call before ending the current one. You send the continuity email immediately. You deliver the first scope within 24 hours. You demand feedback before the review. You revise until the scope can be defended internally. You send the agreement immediately after scope approval. You send the invoice immediately after agreement approval. That is how you create urgency without becoming manipulative. That is how you protect momentum without becoming annoying. That is how you operate like an advisor instead of a vendor. Most people do one side of this. They understand psychology but have no process. Or they have a process but never built an economic case strong enough to create urgency. You need both. Build the case like a lawyer. Control the process like an operator. Make the cost of staying the same impossible to ignore. Then remove every unnecessary pause between interest and payment. That is how you stop chasing $3K retainers and begin closing BIGGER and BETTER B2B engagements.








"The real output of the content wasn't the views, it was the audience you could keep feeding products to."


Cold calling still works because most people dont have the balls to do it. Everyones emailing. Very few are slamming the phones. If you really have a prospect you want to get, pick up the phone.








grow up. start walking into local businesses and pitching AI services. seriously. it's the easiest play you can make if you want to land a client THIS WEEK. a guy recently DMed me on Instagram telling me he walked into 30 local businesses in his town. he pitched a free 15-minute AI assessment (uncover one bottleneck, prescribe one fix). 30 doors = 5 meetings 5 meetings = 2 paying clients he has 0 audience. he spend $0 on ads. he has no funnel. he just has the balls to put himself out there, talk to customers, and make it happen. lesson in there.


IF YOU WANT TO DOMINATE B2B, BOOKMARK THIS: The fastest way to double your results as a new B2B service provider has almost nothing to do with improving your service. It starts with deleting two words from your identity. Most people enter the market saying: “I run ads.” “I build websites.” “I generate leads.” “I implement AI.” The moment you define yourself by a service, you turn yourself into a line item. Something buyers can compare, negotiate, postpone or cut. And the less proof you have, the more dangerous this harmful becomes. You cannot win by offering the same service as everyone else with less authority. You must operate under a completely different identity: You are not a service provider. You are a problem-solver. This will change your life: A service provider markets the deliverable. A problem-solver markets the expensive problem. A service provider asks the prospect what they want. A problem-solver discovers what is broken, the cost of it remaining broken and defeats omission and status quo bias. 1. Omission bias is a prospect’s tendency to prefer the safety of doing nothing over the risk of making an active mistake. 2. Status quo bias is a buyer’s tendency to stick with their current situation or familiar solutions rather than making a change. A service provider defends their fee. A problem-solver proves the problem is more expensive than the solution. “Why should I pay you $20,000?” VS “Why would I keep bleeding $300,000 to avoid spending $20,000?” Same service. Same price. Completely different buying decision. There is a psychological reason this works: People feel losses more intensely than they value equivalent gains. That is why: “We can help you grow” is easy to postpone. But: “You are losing $25,000 every month this remains unresolved” creates urgency. Upside is optional. Downside is already happening. Service providers are vitamins. -They promise improvement. -They are nice to have. -They can be purchased later. Problem-solvers are painkillers. -They remove something painful. -They prevent further damage. -They make inaction expensive. Once you understand this, your entire business changes from top to bottom. Your content stops teaching random tactics and starts exposing expensive problems. Your positioning stops describing what you do and starts describing what you remove. Your outreach copy starts pouring salt on their wounds. Your discovery calls stop collecting requirements and start uncovering consequences. Your proposals stop listing deliverables and start making a financial case. Your price stops being compared to other providers and starts being compared to the cost of leaving the problem unsolved. This matters most when you are new. A track record gives buyers a reason to trust your solution and have confidence in you operating the mechanism that creates the desired outcome. Without one, the accuracy of your diagnosis has to do the heavy lifting. The person who understands the problem better than anyone else will often beat the person with the prettier portfolio. Stop trying to become the best service provider. Find a painful, measurable problem. Learn to diagnose it better than anyone else. Make the cost of inaction impossible to ignore. Then use your service to remove it. Your service is not the offer. The solved problem is the offer. Your service is merely the delivery vehicle.