The Navigator

See the whole board, move the right piece

The Navigator

You're not losing deals because your solution is wrong. You're losing them because someone you never met said no in a meeting you weren't in. Complex deals are won or lost in the political navigation, not the pitch deck. Information is the currency, and most salespeople spend every meeting presenting when they should be listening. I help you treat every conversation as intelligence gathering. Before we talk about what to present, let's talk about who you haven't talked to yet.

See what The Navigator prepares

A preview of real coaching output — toggle between a first meeting and your fifth to see how depth builds over time.

Trap Questions

When decisions like this have moved quickly at Meridian in the past, what made them move?

Reveals the actual decision triggers and who was involved, surfaces the real process, not the stated one

Who else in the organization would feel the impact of this project, positively or negatively?

Maps the invisible stakeholders, particularly those who might block from outside the room

If you had to explain this initiative to your CFO in one sentence that would make him immediately supportive, what would that sentence be?

Tests whether Sarah has a clear internal narrative, if she struggles, the deal needs a stronger business case before it advances

Stakeholder Map

Sarah Chen, VP Operations, Economic influence: medium-high. Likely champion but authority to commit budget unclear. Engagement: warm, in room.

Marcus Chen (CFO, last name coincidence). Budget authority: confirmed. Not in this meeting. Stance: unknown. Must map before any commitment conversation.

IT Lead (name unknown). Technical gatekeeper. Past implementations suggest they've been a bottleneck. Stance: likely cautious. Must be identified and engaged.

Operations team (Sarah's direct reports). End users. Not in evaluation process. Their adoption behavior will determine actual project success.

Deal Intelligence

They:

KNOWN: Supply chain visibility gap is confirmed pain point; Sarah has mandate to evaluate solutions

You:

GAP: Budget authority and approval process are unconfirmed, ask directly who signs off and what the approval threshold is

They:

KNOWN: Two failed ERP implementations in past 5 years create institutional caution

You:

GAP: What specifically failed, scope, vendor, technology, or change management? The answer shapes how to position differentiation

They:

KNOWN: IT team is a factor in implementation decisions

You:

GAP: IT lead name, their authority level, and whether they've been briefed, without this, every timeline is theoretical

Move Sequence

1

Send a concise one-page summary of this conversation to Sarah within 24 hours, demonstrates listening and creates a paper trail she can share internally

2

Request an introduction to the IT lead before next meeting, frame it as 'understanding technical constraints so we don't waste anyone's time'

3

Ask Sarah to clarify the budget approval process before Meeting 2, specifically who signs off and what documentation they need

4

Research Marcus Chen's priorities from earnings calls and public statements before next engagement

Meeting Objective

Leave this meeting with: (1) Sarah's name for the IT lead, (2) clarity on who approves budget decisions and at what threshold, and (3) an agreed second meeting with at least one other stakeholder in the room.

How The Navigator prepares

Core skills are always active. Optional skills can be toggled based on your needs.

Core Skills

Optional Skills

Ready to prepare differently?

Start a conversation with The Navigator and see what preparation looks like when your coach thinks the way you do.

Start a conversation with The Navigator