Recent Deals
ZeroShield Security
DataVision Solutions
Gladly Software
TechFlow Systems
CloudSync Enterprise
ZeroShield Security / Spaces
Ava can make mistakes. Please check important information.
AI-Generated Sales Assets
Accelerators
Deal Close Plan
Updated Nov 20
Account Research
Updated Nov 18
Value Case
Updated Jul 20
Product Feedback
Updated May 29
Sales Handoff
Updated Jul 20
Solution
Updated Jul 20
Stakeholder Overview
Updated Jul 20
Deal Close Plan: ZeroShield Security

Deal Overview

Target Close Date: December 15, 2025

Deal Value: $450K ARR (3-year contract)

Current Stage: Negotiation & Legal Review

Days to Close
25
Win Probability
78%
Risk Score
Medium

Key Milestones

Technical Validation Complete
Nov 8, 2025
Security architecture review completed with CTO and IT Security team. All technical requirements validated and documented.
Completed
Business Case Approval
Nov 18, 2025
Executive sponsor (VP of IT) approved budget and business case. Finance team signed off on ROI projections.
Completed
Contract Negotiation
Nov 25, 2025
Legal review in progress. Two redlines remaining: data retention policy and liability caps. Meeting scheduled with legal teams.
In Progress
Security Audit & Compliance Review
Dec 2, 2025
Final security audit and SOC 2 compliance verification. Audit firm engaged, documentation package prepared.
Upcoming
Executive Sign-Off
Dec 10, 2025
Final approval from CFO and CEO. Board presentation scheduled for Dec 9 to brief on strategic partnership.
Upcoming
Contract Signature
Dec 15, 2025
Final signatures from both parties. Implementation kickoff scheduled for Dec 18.
Upcoming

Critical Path Items

  • Legal Redlines: Resolve data retention and liability cap concerns by Nov 27. Legal teams meeting scheduled.
  • Security Audit: Complete SOC 2 Type II validation by Dec 5. Audit firm already engaged and documentation submitted.
  • Budget Finalization: CFO needs to confirm Q4 budget allocation by Nov 29. Follow-up meeting scheduled with finance.
  • Implementation Planning: Finalize deployment timeline and resource allocation by Dec 8. Implementation team briefing scheduled.
  • Executive Alignment: Ensure CEO is briefed and aligned before board presentation on Dec 9.

Stakeholder Alignment

Champion: Sarah Martinez (VP of IT Security) - Highly engaged, driving internal adoption

Economic Buyer: James Chen (CFO) - Approved budget, concerned about implementation timeline

Technical Buyer: Michael Rodriguez (CTO) - Validated architecture, green light on technical fit

Executive Sponsor: Lisa Thompson (CEO) - Needs board-level briefing before final approval

Action Items

  • Schedule 1:1 with CFO to address implementation timeline concerns
  • Prepare board presentation deck for CEO (due Dec 6)
  • Coordinate with legal teams to expedite contract redlines
  • Confirm implementation team availability for Dec 18 kickoff

Risk Mitigation

  • Budget Freeze Risk: CFO may delay approval due to year-end budget constraints. Mitigation: Emphasize Q4 close benefits and ROI timeline.
  • Legal Delays: Contract redlines could push timeline into January. Mitigation: Escalate to VP Legal and offer compromise language.
  • Competitive Threat: SecurityFirst is re-engaging with lower pricing. Mitigation: Reinforce value differentiation and implementation speed advantage.
  • Implementation Concerns: IT team worried about resource availability. Mitigation: Offer phased rollout and additional implementation support.

Next Steps

  • This Week: Finalize legal redlines, confirm budget with CFO, complete security audit documentation
  • Next Week: Security audit completion, board presentation preparation, implementation planning finalization
  • Week of Dec 9: Board presentation, executive sign-off, final contract review
  • Week of Dec 15: Contract signature, implementation kickoff, celebrate the win! 🎉