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Playbook 05 · Sales

Enterprise Sales Playbook

From executive outreach to signed contract — and the first expansion. Build a buying process your team can actually run: executive relevance, useful discovery, a demo shaped around the account, a focused pilot, commercial alignment and a clear route through approval. Human judgment leads the deal; agents help prepare, document and monitor the work.

RelevanceAlignmentProofAgreementExpansion
20practical sections
15deal moves
SaaS + serviceswhere it applies
Human + agenthow the work gets done

Written and adapted by Revenue Puzzles. Based on Jen Abel’s conversation with Lenny Rachitsky on Lenny’s Podcast: How to close $100K+ enterprise deals, step by step, published 23 August 2026. Watch the full conversation on YouTube →

Purpose

Make the next buyer decision clear

A promising enterprise conversation can stall between the obvious milestones. The demo happened, but nobody checked the executive’s reaction. The pilot worked, but its users cannot approve the purchase. The proposal arrived, but nobody knows which internal process it must enter.

Jen Abel’s conversation with Lenny exposes the work inside those gaps: the preparation, smaller conversations and internal coordination that make a complex purchase possible. Her distinction between pipeline categories and the actual buying process is the foundation for this playbook.

Watch Jen explain it at 1:03:00 →

The Revenue Puzzles application is to give that work a clear operating structure. Every meaningful move should answer four questions:

QuestionWhat the team needs
What must the buyer decide?A specific decision or uncertainty to resolve
What will help them decide?Relevant evidence, a conversation or a working document
Who owns the next action?A named person on our side and, where applicable, theirs
What allows us to advance?Observable buyer evidence, with a date

Use this for complex B2B SaaS, consulting and hybrid sales where the purchase involves several people, meaningful implementation work or material business change. The episode focuses on six-figure enterprise deals; buying complexity determines how much of this process your account needs.

The 15 deal moves below are Revenue Puzzles’ adaptation of the conversation, including a post-signature expansion move. They are a working sequence you can revisit, combine and run in parallel. The five operating sections then add CRM mapping, templates, agent responsibilities and a management cadence.

Jen Abel

“Slow down to go fast.”

Lenny’s Podcast, 37:31 →

In practice, spend the extra fifteen minutes understanding a stakeholder before committing the whole buying group to the wrong evaluation.

01

Enter through executive value

Jen’s starting point is the senior executive responsible for the outcome, or the person one reporting level below them. She describes coordinated outreach to both levels as a pincer approach: the founder engages the executive while the sales lead engages their direct report.

Source: Jen Abel on Lenny’s Podcast, 09:30–18:30 →

Run the move

Start with the change this business unit is trying to make. Translate your offer into an outcome the executive could explain to their own leadership.

Jen uses alpha to describe the distinctive advantage a buyer gains. For this playbook, make that advantage concrete: something the team could do, decide or deliver that its current approach makes difficult.

OfferExecutive relevance to investigate
AI account research softwareEnter a new segment with enough account intelligence to focus the sales team
CRM and RevOps implementationMake a growing pipeline manageable as ownership moves from the founder to the team
Consulting and implementation supportLaunch a commercial initiative with defined ownership, delivery capacity and measurable progress

These are Revenue Puzzles examples. Validate the business outcome and your ability to deliver it before using one in outreach.

Write two or three sentences connecting an observed trigger, a relevant outcome and a small next step. Coordinate account outreach so the founder and seller share context.

Example outreach — adapt to verified facts Your move into [market] appears to add [specific commercial challenge]. We help [relevant type of team] put [process or capability] in place so they can [business outcome], starting with [credible first step]. Is that part of your remit this quarter?
CaptureExecutive outcome hypothesis, trigger and source, executive contact, likely direct report, account owner.
Move forward whenSomeone responsible for the outcome agrees to a conversation.
Watch forEnthusiasm several levels away from the decision, with no credible route to the person who owns the initiative. Product-led and user-led entry paths can still work; establish how they connect to an enterprise purchase.
02

Discover the change the buyer needs

Jen recommends an informal first conversation, with the buyer speaking first and the seller adapting their explanation to what they hear. She deliberately keeps slides and the demo out of that opening discussion.

Source: Jen Abel on Lenny’s Podcast, 18:30–29:30 →

Run the move

Use roughly thirty minutes as a starting format. Explain why you reached out, invite the buyer to describe their situation, then explore what needs to change.

Questions to work from

  • What does your team need to achieve over the next two quarters?
  • Where does the current way of working make that difficult?
  • What has made this a priority now?
  • What have you already tried?
  • How would you know that the change had worked?
  • Who else would need to support it?

Follow the answers. If the buyer mentions a new market, explore the commercial implications. If they mention an internal mandate, ask how it translates into their team’s responsibilities.

Then explain the part of your offer that is relevant. Be specific about its limits and the assumptions you still need to test.

Recording

Jen advises keeping a recorder out of this first call to encourage openness. The Revenue Puzzles application is to agree the format explicitly, respect the buyer’s preference and document agreed facts afterwards. Keep AI capture out of conversations where it would reduce trust.

CaptureCurrent situation, desired change, business consequence, timing, organisational readiness, relevant people and an agreed next step.
Move forward whenThe buyer confirms a commercially relevant issue or initiative and agrees to explore your approach.
If timing or readiness is missingAgree a future trigger and a useful reason to reconnect. Use the account nurture motion in the CRM Revenue Growth Playbook.
03

Build the plan with an internal champion

Before a group demo, Jen returns to the person she has built a relationship with. That smaller conversation helps her understand the organisation and shape the next meeting together.

Source: Jen Abel on Lenny’s Podcast, 30:00–33:30 →

Run the move

Ask for a short planning conversation. Work through who should attend, what each person needs to understand and which questions are likely to decide whether the initiative advances.

A useful internal champion helps the buying process move. Look for actions:

  • They explain the organisation’s priorities and decision process.
  • They introduce relevant people.
  • They correct your interpretation.
  • They help define the evaluation.
  • They share concerns while you can still address them.

Treat championship as something to establish through behaviour. A friendly first contact may grow into that role.

Ask Before we bring the wider team together, could we work through what each person needs from the session? I want the agenda to reflect the decision you are actually trying to make.
CaptureChampion candidate, evidence of their help, executive sponsor, other stakeholders and access gaps.
Move forward whenAn internal partner has helped shape the meeting and opened a credible route to the required participants.
Watch forRepeated praise without introductions, feedback or any internal action.
04

Prepare the demo around the buying group

Jen sometimes adds a smaller pre-demo with another stakeholder to gather context before the full group meets. She also asks the internal partner what matters to each attendee and what a successful demo should accomplish.

Source: Jen Abel on Lenny’s Podcast, 33:30–40:00 →

Run the move

Prepare a short brief for the meeting.

Person or roleWhat to establish before the session
Executive sponsorBusiness outcome, internal priority and decision they need to make
Operational ownerHow the process would work and who would own it
UsersTasks they need to complete and practical constraints
Technical or security evaluatorFeasibility questions, dependencies and required evidence
Potential scepticTheir concern and what could reasonably resolve it

Add a separate conversation where it will close a material gap. Use your champion to coordinate access.

Choose the use cases, sequence and proof points. Write down what you are leaving for a later session so a useful detour does not consume the meeting.

Services adaptation Prepare a solution workshop using a sample deliverable, proposed method, delivery responsibilities and decisions the client needs to make.
CaptureAttendee map, meeting objective, relevant use cases, open questions and the decision you will ask for.
Move forward whenThe team can explain why each part of the session matters to this account.
05

Demonstrate the relevant outcome

Jen recommends showing the part of the product that matters to the buyer’s priorities. Her warning is that a broad feature tour can weaken the relevance created in earlier conversations.

Source: Jen Abel on Lenny’s Podcast, 38:30–46:30 →

Run the move

Open with the business situation you have understood. Credit the people who helped you prepare, and invite new attendees to correct or add to that context.

Then demonstrate a small number of relevant workflows. Connect each one to the outcome the team described.

TimePurpose
0–10 minConfirm the business context and hear from new participants
10–30 minDemonstrate two or three relevant workflows or deliverables
30–45 minExplore practical questions, dependencies and objections
45–60 minAgree what remains to be proven and the next decision

Adjust this Revenue Puzzles agenda to the account. The calendar allocation should follow the evaluation.

For services: show the client what they would receive, how it would be used and what input delivery needs from them. Make the proposed outcome tangible before expanding the scope.

CaptureConfirmed relevance, stakeholder reactions, unanswered questions, technical dependencies and agreed next action.
Move forward whenThe buying group identifies a credible use case and agrees how to resolve the remaining uncertainty.
Watch forPositive comments with no agreed evaluation, owner or follow-up decision.
06

Debrief while the reaction is fresh

Jen recommends a prompt conversation with the internal champion after the demo to hear their candid reaction and identify people who need further attention.

Source: Jen Abel on Lenny’s Podcast, 46:30–48:30 →

Run the move

Arrange the debrief in advance where possible. Keep it short enough that it actually happens.

Ask

  • Which part landed best?
  • Who still has a concern?
  • What did we misunderstand?
  • Is there someone we should speak with before the team decides?
  • What would help you organise the next step?

Turn each concern into a specific action: clarify a requirement, show a workflow, involve an expert or change the proposed scope.

CaptureReaction by stakeholder, concern, evidence needed, owner and date.
Move forward whenYou have a shared understanding of the remaining objections and a practical plan to address them.
Watch forInterpreting silence as agreement. If the champion becomes unavailable, check whether priority, ownership or timing has changed.
07

Align price and the route to a decision

Jen places substantive pricing discussions after the demo and before the pilot, working with the champion on the internal business case. She also recommends understanding what a successful pilot would need to trigger before it begins.

Sources: 54:00–58:00 and 1:01:30–1:02:30

Run the move

Discuss the proposed scope, commercial model and likely investment before either team commits substantial evaluation effort. If price determines basic feasibility earlier, give a useful range with its assumptions.

Work through four questions:

  1. Can the sponsor support the investment for the outcome being discussed?
  2. Which budget would fund it, and who can approve that budget?
  3. What evidence would justify the purchase?
  4. If the evidence is positive, when could the organisation decide and implement?

Give the champion a concise business case they can use internally. Separate subscription, implementation, services and usage charges where applicable. Define what could change the final price.

When price is challenged, identify the reason: budget availability, scope, value, timing or comparison with an alternative. Explore a smaller scope, staged rollout or different term where those changes make business sense.

CapturePrice range or proposal version, assumptions, budget path, business-case owner, decision process and buyer timing.
Move forward whenThe evaluation has a plausible commercial destination and both sides understand what success could lead to.
Watch forA pilot whose earliest possible purchasing decision is several quarters away. Agree whether to delay the evaluation or use a smaller learning activity in the meantime.
08

Design the proof before opening access

Jen distinguishes a short evaluation that can demonstrate value with little setup from a longer pilot requiring customer data, configuration or integration. She recommends defining tasks and success criteria with the buyer.

Source: Jen Abel on Lenny’s Podcast, 49:00–54:30 →

Run the move

Choose the smallest evaluation that can answer the buyer’s actual question.

EvaluationBest fitDefine before starting
Short product evaluationValue is visible with limited setup and representative dataNamed users, specific tasks, success criteria and a review date
Integrated pilotValue depends on customer systems, data or configurationScope, delivery effort, responsibilities, access requirements, fee and acceptance criteria
Paid discovery or diagnosticA services buyer needs a better-defined problem or implementation scopeStandalone deliverables, client inputs, decision to be enabled and the next commercial option

Jen suggests two or three days for a lightweight product evaluation and charging for a longer, more involved pilot, potentially crediting that fee against the eventual purchase. Treat those as options appropriate to the work. A task that needs a full operating cycle cannot be meaningfully validated in an arbitrary three-day window.

Agree who will participate, what they will do, how success will be assessed and who will make the next decision. Book the results meeting before access opens.

For paid work, document the scope and authorisation for that engagement. Keep its deliverables and fees distinct from the later purchase.

CapturePilot charter, success criteria, participants, dependencies, commercial terms and review date.
Move forward whenThe buyer has accepted the evaluation plan and the required resources are ready.
09

Run a focused pilot

Jen recommends a small group of relevant users, deliberate onboarding and explicit tasks. In the episode’s lightweight example, she suggests three or four people.

Sources: 52:00–53:30 and 58:30–59:30

Run the move

Choose participants who represent the work you need to validate. Keep the executive sponsor connected to the outcome while the appropriate users perform the tasks.

Onboard each participant for their role. Make the first task obvious, provide support and collect the evidence you agreed to assess.

For each task, record:

  • Whether the participant completed it.
  • The result produced.
  • Time or effort, where relevant to the business case.
  • Quality and acceptance against the agreed criteria.
  • Blockers, assistance required and unresolved dependencies.

Discuss evaluation activity transparently with the participants. Usage data can help explain an experience; ask the person what happened before drawing a conclusion.

AI product adaptation

  • Output quality
  • Relevant failure cases
  • Required human review
  • Operating cost, where it affects the decision

Services adaptation

  • Test a contained deliverable or workflow
  • With the people who would actually use it
  • Record client input and delivery effort required
Move forward whenThe team has enough evidence to assess the agreed criteria, including gaps.
10

Turn the results into a decision

Jen’s post-pilot discussion brings user feedback together with what happened during the evaluation. The aim is to understand the experience clearly enough to decide what should follow.

Source: Jen Abel on Lenny’s Podcast, 1:04:30–1:07:30 →

Run the move

Review the pilot against the criteria agreed before it started.

ResultNext action
Criteria met, purchase path confirmedAgree scope and proceed with the required approvals
Criteria partly met, specific fix availableDefine the fix, owner, additional test and decision date
Evidence inconclusiveDecide whether a bounded further test is worth the effort
Value shown, timing or readiness changedRecord the dependency and agree a reactivation trigger
Required value not demonstratedClose the evaluation and document what was learned

Ask the operational owner and sponsor whether the results support the business outcome. User satisfaction is one input; implementation readiness and the investment decision also need owners.

CaptureActual results, buyer interpretation, remaining gaps, decision and next commitment.
Move forward whenThe buyer explicitly agrees to proceed towards a purchase, subject to named remaining conditions.
Watch forRepeated extensions without a new question, test or decision owner.
11

Prepare the purchase

Jen recommends equipping the champion with a forwardable summary of the agreement and a clear route into procurement. She also advises asking which party’s contract format will work best and providing an editable document for review.

Source: Jen Abel on Lenny’s Podcast, 1:11:30–1:14:30 →

Run the move

Turn the evaluation into a concise purchase brief:

  • Business outcome and agreed scope.
  • Evidence supporting the decision.
  • Investment, term and relevant conditions.
  • Implementation needs and proposed timing.
  • Executive sponsor and budget owner.
  • Approval steps, owners and outstanding questions.
  • Target signature date and the business reason for it.

Ask whether the buyer expects your agreement, their agreement or a specific procurement package. Provide an editable version in the format their reviewers use.

The Revenue Puzzles application

Discover these requirements earlier and activate the relevant work as soon as the buyer permits. Procurement, security and legal may need to start before the pilot is complete.

Move forward whenThe purchase has entered a defined review process with named owners.

For the detailed closing motion, continue with the Deal Signature Playbook.

12

Resolve the contract questions

Jen recommends a live discussion when substantial contract changes would otherwise create repeated back-and-forth, with appropriate legal support involved.

Source: Jen Abel on Lenny’s Podcast, 1:14:30–1:16:30 →

Run the move

Keep one agreed working version and an issue list. Route each question to someone authorised to resolve it.

Issue typeLikely owner on your side
Price, scope, term and rolloutCommercial lead
Delivery responsibilities and acceptanceDelivery / implementation lead
Data access and technical commitmentsTechnical / security lead
Contract wording and allocation of legal riskLegal counsel

Agree what can be resolved asynchronously and what deserves a focused call. Bring the people needed to make decisions.

CaptureIssue, latest position, decision owner, dependency, target resolution date and current document version.
Move forward whenThe required reviewers have resolved the material issues and confirmed the next approval step.
Watch forAn apparent commercial concession creating a delivery or technical commitment that the responsible team has never approved.
13

Coordinate the approval work

Jen treats procurement as part of the route to a completed purchase and payment. She also points out that vague references to procurement can conceal a lack of internal commitment.

Source: Jen Abel on Lenny’s Podcast, 1:13:00–1:16:30 →

Run the move

Maintain a separate status for each relevant approval.

WorkstreamEvidence of completion
Business approvalAccountable sponsor confirms scope and priority
BudgetAuthorised owner confirms the funding path
Technical and security reviewRequired reviewers confirm acceptance or documented conditions
LegalRequired contract review completed
Procurement and vendor setupBuyer confirms the purchasing requirements are met
Signature routingFinal document, authorised signers and routing process confirmed

Give every open item an owner and date. Run independent reviews in parallel where the buyer’s process allows.

If an item stalls, ask for the precise dependency: an unanswered question, missing document, unavailable reviewer or changed business priority.

Move forward whenThe buyer confirms that the requirements for signature have been met.
Watch forA deal described as “with procurement” when nobody can identify the open request or the person responsible.
14

Confirm the signature and handoff

Jen’s final signing advice is to identify the actual signatory before routing the agreement. That person can differ from the executive sponsor.

Source: Jen Abel on Lenny’s Podcast, 1:16:30–1:17:30 →

Run the move

Confirm the final version, authorised signers, routing order and any required purchase reference. Keep the champion informed about the next action.

Record Closed Won when the purchase meets your documented acceptance and booking rules. Keep signature, implementation start, invoicing and payment as distinct events.

Hand delivery a concise record of:

  • The business outcome the customer bought.
  • Scope, exclusions and contractual commitments.
  • Pilot findings and unresolved limitations.
  • Stakeholders and their responsibilities.
  • Implementation dependencies.
  • First value milestone and its owner.
  • Commercial terms relevant to delivery and renewal.
Move forward whenThe agreement is executed or otherwise accepted under the agreed rules, and the delivery owner has accepted the handoff.
Operating ruleConfirm the applicable authorisation before starting delivery. A separately contracted pilot or discovery engagement has its own scope.
15

Earn the next expansion

After the signature, Jen discusses expansion through additional product value and, where appropriate, services. She also highlights the founder’s role in learning from early enterprise customers.

Source: Jen Abel on Lenny’s Podcast, 1:18:00–1:20:00 →

Run the move

Start with the outcome already sold. Agree a review point when the customer should have enough experience to assess progress.

Capture adjacent needs without letting them silently expand the current commitment.

Expansion directionEvidence to look for
More users or teamsExisting users achieve value that another group recognises
Additional use casesA related problem has a clear owner and business case
Additional marketsThe approach works locally and can be adapted elsewhere
Implementation or advisory servicesThe customer needs defined expertise to realise more value
Ongoing operating supportThe process needs an accountable owner and continued execution

Treat a new purchase as a new commercial decision. Confirm its value, scope, sponsor, budget and delivery capacity.

The Offer Architecture Playbook explains how to connect the starting engagement, first win and follow-on offer.

CaptureValue achieved, evidence, customer feedback, adjacent need and next review date.
Move forward whenThe customer recognises a further outcome worth pursuing.
16

Map the moves into your CRM

The smaller conversations belong inside a manageable pipeline. Jen makes this distinction explicitly in the episode; the mapping below follows the existing Revenue Puzzles CRM playbook.

Episode source: 1:03:00–1:04:30 →

Keep the established stage structure

SaaS stageWork this playbook helps organise
DiscoveryUnderstand the business situation and establish a credible buying process
Solution fitAlign stakeholders, shape the demo and confirm relevant capabilities
Business caseEstablish expected value, commercial feasibility and evidence from evaluation
DecisionConfirm the preferred approach, decision process and required approvals
CommercialFinalise terms, complete the applicable reviews and obtain acceptance
Services stageWork this playbook helps organise
DiscoveryUnderstand the problem, desired outcome and timing
Qualified initiativeConfirm the project, sponsor, priority and plausible budget
Scope / designDefine deliverables, method, responsibilities and dependencies
ProposalReview the scoped offer and investment with the buyer
NegotiationResolve commercial, contractual and purchasing questions
Contract / SOWComplete approval and acceptance of the final commitment

A pilot may sit across solution fit, business case and decision. A services diagnostic may be a separately contracted first purchase. The buyer’s commitments determine the stage; the deal moves organise the work within it.

Keep initial outreach at the account and lead level. Create an opportunity once fit, commercial relevance, a plausible buying process and a mutually agreed next step are established.

Capture evidence progressively

Point in the processAdditional information to establish
DiscoveryDesired change, business impact, timing, owner and next step
Before the group sessionChampion evidence, sponsor, stakeholder map and demo brief
Before the pilotSuccess criteria, participants, commercial assumptions and decision path
Before contractingAgreed scope, budget path, approval owners and target dates
Before closingFinal acceptance evidence, actual signer and delivery handoff

Across every active deal, maintain the last meaningful buyer action, next buyer commitment, owner, due date and source of the evidence.

For a HubSpot implementation, organise the account around the Company, the people around associated Contacts and the purchase around the Deal. Use associated notes and tasks for the work. Add custom fields progressively where the team needs structured reporting.

The distinction that matters

An unanswered email is a seller activity. An introduction to the budget owner is buyer progress.

17

Keep four working documents

These templates are Revenue Puzzles additions built to put the episode’s ideas into daily use. Keep them short, linked to the account and updated as the buyer’s understanding changes.

A · Account and buying-group brief

FieldWorking entry
Account and initiativeCompany / specific purchase being explored
Desired changeBuyer’s words, with source and date
Why nowTrigger, consequence and timing
Executive value hypothesisDistinctive outcome; confirmed or still to test
Internal championName / concrete actions taken
Executive sponsor and budget ownerNames / access / confirmation still needed
Other stakeholdersPerson / role / concern / next conversation
Current approach and alternativesIncumbent / internal build / other vendor / continuing as today
Next buyer commitmentAction / owner / date

Keep public research, seller interpretation and buyer-confirmed information distinguishable. A hypothesis becomes confirmed when the buyer supports it with evidence.

B · Demo or solution-workshop brief

FieldWorking entry
Decision the session should enableWhat the buyer should be able to decide afterwards
AudienceAttendees and the questions they need answered
Opening contextA short account-specific explanation
Use case 1Business outcome / workflow / proof
Use case 2Business outcome / workflow / proof
Known limitationsDependencies, gaps and assumptions to explain
Questions to resolveWho can answer each question
Follow-throughProposed next decision / champion debrief

C · Pilot charter and results

FieldWorking entry
Decision to enableWhat purchase or implementation decision follows
Participants and sponsorUsers / operational owner / sponsor
TasksThe specific work each user will perform
BaselineCurrent result and source, where measurable
Success criteriaMeasure / threshold / assessor
Scope and dependenciesData / access / setup / customer input / exclusions
TimingReady-to-start conditions / start / finish / review
Commercial termsFee / scope / any explicitly agreed credit
ResultsActual evidence against each criterion
DecisionProceed / defined retest / defer / stop

Agree the criteria together. Set thresholds appropriate to the task and establish who can assess them. If there is no reliable baseline, say so and choose a test that can still support the decision.

D · Mutual action plan and internal decision brief

A mutual action plan records the steps both sides have agreed to take. Keep the buyer’s own activities visible.

MilestoneBuyer ownerOur ownerDateCompletion evidence
Confirm evaluation resultAccepted result
Approve business case and scopeDecision recorded
Complete technical / security reviewRequired acceptance
Resolve contract questionsApproved version
Complete procurement requirementsBuyer confirmation
Execute agreementAccepted agreement
Begin implementationReady-to-start conditions met
Review first value milestoneOutcome reviewed

Remove irrelevant rows and add the buyer’s actual dependencies. Some milestones can proceed together.

Forwardable internal summary — complete with the champion

We are evaluating [supplier / scope] to help [team] achieve [business outcome].

The evaluation established [results and evidence]. The remaining conditions are [open items].

The proposed investment is [amount, term and included scope]. [Budget owner] is responsible for confirming funding.

We are targeting [implementation date] because [business reason]. To support that timing, the remaining decisions are [decision / owner / date].

The approval we are requesting now is [specific approval]. Supporting materials: [business case / evaluation results / proposed agreement].

Use this summary only once the champion has checked that it accurately represents the internal position.

18

Give humans and agents clear jobs

This operating model is a Revenue Puzzles extension. Jen emphasises the human skill involved in enterprise sales and cautions against generic AI-generated outreach. Her comments reinforce the need to preserve judgment and a personal voice.

Sources: 45:30–46:30 and 1:22:30–1:23:30

One deal owner. Clear supporting roles.

WorkHuman responsibilityUseful agent contribution
Account researchChoose the account and judge relevanceGather current information with sources; flag uncertain identities
OutreachDecide the angle and write the message in their own voiceAssemble relevant facts and check claims
DiscoveryBuild trust, listen and interpretOrganise approved notes after the conversation
Stakeholder planningUnderstand influence and coordinate accessMaintain the role map and surface missing evidence
Demo preparationChoose the narrative and proofAssemble the brief and identify unresolved requirements
PilotAgree success and handle buyer feedbackSummarise authorised results and flag incomplete tests
CRM and coordinationConfirm commitments and own the next actionPrepare record updates, track dates and highlight contradictions
Negotiation and signatureMake commercial decisions and obtain approvalsMaintain issue lists, document versions and open actions
ExpansionJudge customer value and the next opportunityBring usage, delivery and feedback evidence into the review

Give the agent a usable deal context

Maintain an account context containing the current offer, relevant product or service limits, approved proof points, stakeholder map, latest buyer evidence and the four working documents.

Every important assertion should have a source and a date. Distinguish a public fact, a buyer statement, a seller interpretation and an unresolved question.

Example instruction for a Deal Review Agent

Review the current deal using the approved account notes, stakeholder map, evaluation results and mutual action plan.

Return: the latest confirmed buyer action; the next buyer commitment and date; missing or conflicting evidence; and the three most useful actions for the deal owner.

Cite the source and date for each factual finding. Label assumptions and unknowns explicitly. If you recommend changing the stage or close date, explain which evidence supports that recommendation and leave the decision to the owner.

Start with review and drafting support. Broader autonomy should follow a defined scope, reliable inputs and an accountable owner, consistent with the Revenue Puzzles agent operating model.

19

Inspect evidence every week

Use the review to decide where the team’s next effort will change the outcome.

Ask the deal owner

  1. What is the buyer trying to change?
  2. Which buyer action shows this is still a priority?
  3. Who is actively helping inside the account?
  4. Whose agreement is still missing?
  5. What has the evaluation proved, and what remains uncertain?
  6. What must the buyer do next, by when?
  7. What threatens the current timeline?
  8. What should we do, change or stop this week?

Finish with a decision: continue, resolve a named gap, change scope, move the expected date or close the current opportunity and agree a future trigger.

Track a small set of useful measures

MeasureDefinition for this playbook
Deals with a current buyer commitmentActive opportunities with a buyer-confirmed next action, owner and a due date of today or later ÷ all active opportunities
Days since meaningful buyer actionDays since an introduction, decision, completed test, approval or other substantive buyer milestone
Evaluation decision rateCompleted evaluations with an explicit proceed, retest, defer or stop decision ÷ completed evaluations
Stage conversion and timeProgression and time spent within comparable deal cohorts
Close-date slippageOpportunities whose expected close date moved later during the review period, measured consistently
Qualified opportunity win rateWon opportunities ÷ all opportunities in the same qualified-entry cohort, assessed once outcomes have sufficiently matured

For win-rate reporting, show the cohort’s open opportunities and no-decision losses. A closed-outcome win rate can be useful too; label that different denominator explicitly. Separate materially different segments, deal sizes and sales motions before comparing them.

How to use Jen’s benchmarks

Jen describes an enterprise qualified-opportunity win rate of roughly 25–35% in the conversation and discusses pricing, qualification and maturity as factors. These are practitioner observations from her experience.

Source: Jen Abel on Lenny’s Podcast, 1:07:30–1:11:30 →

Read the numbers carefully

Use that discussion to ask better questions about your own economics. A higher win rate alone is insufficient evidence to change pricing. Likewise, pilot length and approval time depend on the work, customer and buying process.

Build your baseline from consistently defined data and completed cohorts. For late-stage inspection, use the existing 16-point Deal Signature Score; keep its checklist separate from any forecast probability.

20

Put it to work this week

Start with three active opportunities at different points in the process. Use live work to find what the team needs.

MondayReview buyer evidence, stakeholders and next commitments → three updated account briefs and a short gap list.
TuesdayAsk the internal partners to validate the next decisions → confirmed actions, owners and dates.
WednesdayRework the upcoming demo or evaluation → an account-specific demo brief or agreed pilot charter.
ThursdayMap the purchasing process for the most advanced deal → an updated mutual action plan with approval owners.
FridayRun the evidence review and remove avoidable administration → decisions on the three deals and one process improvement.

Add agent support to a bounded task such as assembling research, reviewing missing evidence or preparing CRM updates. Expand once the owner can reliably check its work.

After the first month, review whether the team has clearer buyer commitments, fewer avoidable evaluation extensions and better visibility into approval dependencies. Use the findings to refine the process.

The operating principle

Every active deal should have a clear answer to four questions: what the buyer wants to achieve, what they have confirmed, what must happen next and who owns it.

Sources

Sources, credits and interpretation

Start with Jen and Lenny

The primary source for this playbook is Jen Abel’s conversation with Lenny Rachitsky on Lenny’s Podcast, published 23 August 2026.

The YouTube title may differ from the title on the episode page. Both links identify the same conversation.

What this adaptation adds

Jen’s guidance supplies the central sales ideas: executive relevance, informal discovery, preparation with an internal champion, focused demos, pilot design, pricing conversations and coordination through contracting.

Revenue Puzzles adds the editorial structure, buyer-evidence gates, SaaS and services applications, CRM mapping, four working documents, human and agent responsibilities, metric definitions and rollout cadence. Example messages and templates are original Revenue Puzzles copy. The short quotation above is attributed directly to Jen.

Independent adaptation

Credit identifies the source of the ideas. It does not imply that Jen Abel, Lenny Rachitsky or their organisations reviewed or endorsed this page.

Read the numbers in context

The episode includes experience-based observations about deal sizes, win rates, pilot lengths and sales cycles. The examples are useful prompts for designing a motion; they do not establish universal thresholds or guarantee an outcome.

This playbook focuses on the operating principles and identifies its own recommendations separately. The timestamps point to the relevant discussions so you can hear Jen’s reasoning and nuance in full.

Continue with Jen’s earlier conversations