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TrainingOrigin · Week 6
Clearance answers: Verified, Reported or Unknown
Salesperson asks
Which of my answers are Verified and which are Reported?
Manager asks
Where is the team marking Unknown as maybe?
Leader asks
What would I cut from the pipeline if Unknown meant no?
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Team sale
The facilities lead says yes on the call. You mark the controller as Unknown until the controller says it, and you ask who signs above them.
Kitchen table
Dana loves the quote, but Luis decides on money. Dana is Reported, Luis is Unknown, and you ask what would make Thursday work for both of them.
Team sale
"This quarter" is Reported until they name the board meeting or budget date that forces it. Then it becomes Verified.
Kitchen table
"Before summer" is Reported. "The upstairs hit 88 last July and the baby comes in May" is a date you can write down.
Tidewater's Clearance rule
At Tidewater, a replacement over $9,000 is not Committed until both owners of the home have heard the price. Book the second visit before you leave the first one.
Tally · Pipeline upkeep
DRAFTSTally can flag deals that moved stages without the buyer saying so.
Without the Sidekick: Check every deal that moved stages and find the buyer's words that support it.
Qualify honestly
3 min · Sample lesson, video not supplied