Overview / CLOSE — The Dealmaking Framework

The Spine

CLOSE is the backbone of the Dealmaking OS. Every activity maps to one of five stages — Clarify, Lock In, Outfit, Secure, Execute. You learn each stage where you do it: the tools you run live under the stage they serve, and the training that teaches it sits right alongside.

The five stages · do it & learn it, together

C

Stage 01 · Clarify

Know who, why, and what a win looks like.

Define your target, opportunity, and ideal outcome before anything else. Know who you're going after, why, and what a successful outcome looks like.

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Learn · curriculum

Defining your ideal clientLesson Reading the opportunityLesson What a win looks likeLesson
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Stage 02 · Lock In

Specific targets, specific actions, specific dates.

Build your strategy, timeline, and prospecting plan with precision. No vague intentions — specific targets, specific actions, specific dates.

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Learn · curriculum

Building the prospecting planLesson Time-blocking for revenueLesson Setting the cadenceLesson
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Stage 03 · Outfit

Load up before you go into the field.

Equip yourself with the tools, market knowledge, and relationships you need to compete. This is where you load up before you go into the field.

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Learn · curriculum

Know your market coldLesson Inputs to the BOVLesson Building relationship capitalLesson
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Stage 04 · Secure · the revenue core

In front of people, generating momentum.

Execute revenue-producing activity. The core of the OS — converting activity into committed relationships. Secure runs on four branded levers, in sequence.

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Stage 05 · Execute

Close, capture the commission, expand.

Close the deal, capture the commission, and expand the relationship. The deal is done — now deliver, protect, and grow.

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Learn · curriculum

Closing the assignmentLesson Protecting the dealLesson Expanding the relationshipLesson
New to Del Real

Onboarding is walking the spine, C to E.

Same path for new hires & ongoing enablement