Deal Labs

Make deal reviews
a system for judgment,
not a forum for advice.

The only place where presales judgment becomes visible at scale. If you don't inspect judgment, you can't scale it.

The Presales Navigation System uses three frameworks: COMPASS for direction, SAIL for momentum, and ANCHOR for stress testing whether a deal is real.

Request Deal Lab Overview
Dmitri Lee facilitating a structured Deal Lab session for presales teams

A Deal Lab is a structured deal inspection session in which a live deal is examined against a fixed standard instead of discussed for advice. It runs in three phases, inspection, coaching and decision, on a rhythm through the year. It is where presales judgment becomes visible at scale.

What changes: deal reviews stop being theater and become an inspection rhythm. Every SE knows what they are being asked and why. Truth surfaces earlier. Weak deals get killed instead of dragged.

Most Deal Labs fail quietly.

They don't explode. They slowly teach teams to perform instead of think.

  • Teams optimize for approval, not truth
  • Leaders reward polish over uncertainty
  • Risk gets hidden, not surfaced
  • Weak deals linger instead of being deprioritized
"If your Deal Lab feels productive but doesn't change behavior, it's theater."

Three disciplined phases.

Most teams blur them. That's where it breaks.

Phase 1: Inspection

No fixing. No advice. Leaders ask only inspection questions. COMPASS clarity, SAIL sequencing, ANCHOR integrity. "If you solve during inspection, you corrupt the data."

Phase 2: Coaching

Limited and intentional. Focused on thinking patterns, not tactics. Reflect, reframe, redirect. "Coach the lens, not the move."

Phase 3: Decision (Optional)

Escalation, risk acceptance, or stop decisions. "Decision is not mandatory. Clarity is."

Every Deal Lab runs through three lenses.

COMPASS · What Must Be True
  • Is clarity explicit and customer-repeatable?
  • Is discovery owned, or inherited and never revisited?
  • Is alignment confirmed by each stakeholder?
SAIL · What Moves Next
  • Is the customer authoring the story, or repeating yours?
  • Are next steps customer-owned decisions?
  • What insight is being avoided?
ANCHOR · Which Stress Test Fails
  • Does the vision survive budget pressure?
  • Is the cost of delay quantified and personal?
  • When ANCHOR fails. Which principle needs rework?

This is what your leaders see once the system is installed.

Deal integrity, capacity reclaimed, and pipeline health, inspectable at the individual SE and organization level. Illustrative snapshot showing what an installed team's dashboard surfaces about 6 months in.

78 /100
Deal integrity · avg ANCHOR score
68%
Deals passing · ANCHOR ≥ 70
240h
Capacity reclaimed · ~$28K SE time
86 /100
Installation index · discipline holding
$4.2M
Scored pipeline · 14 valued deals
$340K
Pipeline at risk · health < 50
$2.8M
Modeled to close · current health
$720K
Recoverable upside · if lifted to 70

Powered by Deal Lab Coach. Illustrative numbers showing what the dashboard surfaces about 6 months into the program. Your team's numbers populate on your own pipeline.

Three services. One system.

Deal Labs and Deal Lab AI are different things

They share a name and a standard, so this gets confused. A Deal Lab is a room: a facilitator, your leaders, your engineers and a live deal on the screen. Deal Lab AI is a product that scores one deal and returns a recommended next call.

Deal Labs

Facilitator-led sessions with your team, on live deals, across the twelve months of the install. The output is a shared read on how this group judges a deal, which is something no individual can produce alone.

Deal Lab AI

A tool an engineer opens on a Tuesday between calls. It scores one deal against the same standard and names the next move. Useful on its own, and no substitute for a room that has to agree out loud.

Solving during inspection destroys the only data worth having

The instinct in a deal review is to help. Somebody describes a deal, somebody more senior sees the problem, and within ninety seconds the room is solving it. That feels like a good meeting and it quietly removes the thing you came for.

What you are measuring in the inspection phase is how the person holding the deal reads it. The moment a leader supplies the answer, that reading is gone and cannot be recovered. You now know what the leader thinks, which you already knew.

Inspection and coaching are separated in time because the second one contaminates the first. It is a sequencing rule rather than a style preference.

The decision phase is optional on purpose. Not every deal needs a call made about it in the room, and forcing one teaches people to arrive with a conclusion already prepared, which is the behaviour the whole exercise exists to remove.

When a Deal Lab is the wrong tool

One

Leadership will not hold the rhythm

If the sessions get cancelled in the last two weeks of a quarter, which is exactly when they are worth most, the install decays and the team learns that the standard is optional. This is the most common way it fails.

Two

The team is below about ten engineers

The value comes from comparing how different people read the same evidence. Below a certain size there is not enough variation to inspect, and one or two strong opinions set the standard by default.

Three

The real problem is qualification, not progression

If deals are being worked that should never have been opened, that is upstream of this. Fix the qualification standard first and come back, because a Lab will keep surfacing the same finding every session.

None of these are reasons to buy something else from me. They are reasons to spend the money later, or elsewhere, and a leader who hears that first tends to trust what comes after it.

What people ask

What is a Deal Lab?

A Deal Lab is a facilitator-led deal inspection session in which a live deal is examined against a fixed standard instead of discussed for advice. It runs in three phases, inspection, coaching and decision, and it is where presales judgment becomes visible at scale.

How is a Deal Lab different from a normal deal review?

A deal review asks what is happening and usually ends in advice. A Deal Lab asks what must be true, keeps inspection and coaching apart so the second does not contaminate the first, and leaves a record. Reviews produce a conversation. Labs produce evidence of how the team reads deals.

Is a Deal Lab the same as Deal Lab AI?

No. Deal Labs are facilitator-led sessions run with your team on live deals. Deal Lab AI is a separate product that scores an individual deal and returns a recommended next call. They share a name and a standard, and they are used at different moments.

Where do Deal Labs sit in the program?

The full install is a twelve month program built around eight workshops plus Deal Labs. The workshops install the judgment. The Labs are what make it hold, because a method practised once in a workshop and never inspected afterwards decays inside a quarter.

Deal Labs that change behavior.

Not noise. Not theater. Structured inspection that surfaces truth and improves judgment over time.

Request Deal Lab Overview