Step 01
Customer & Goal
Set the foundation. The quality of your preparation determines the quality of your conversation at the summit.
🏢
Company, customer, role
Company, customer, role *
Meeting type
Meeting date
Meeting goal *
Additional info / previous notes
🧠
DISC Profile
Customer communication style — shapes tone and question selection
Customer style
Step 02
Your Solution
Define what you're bringing to the mountain. Be specific — vague solutions produce vague conversations.
💼
Your company & offering
Your company & what you want to sell *
Industry / sector context
📊
Meeting signals
What you already know about their situation
Primary buying motivation
Decision timeline
Budget signal
⚔️
Competitive landscape
Who else is in the room?
👥
Stakeholder map
Who influences this decision?
Step 03
Win Probability
Score this deal honestly. The number is for your team — not the client. Use it to decide where to invest your energy.
—
Estimated win probability
🎯
Deal qualification
Rate each factor — score updates live
Relationship strength
Budget clarity
Decision maker access
Urgency / timing
Solution fit
Competition level
✅
Next actions
What happens after this meeting?
Step 04
Meeting Script
6-Stage Route™:
Step 05
Outreach
Select channel:
Step 06
AI Proposal
Output format:
Professional Word document · ready for client delivery
Step 07
Summary
Review your full meeting brief and download the preparation document.
📋
Meeting brief
⬇
Download preparation pack
Plain-text · ready for Word, email, or SharePoint
Includes meeting script, outreach messages & context notes