Slipstream
HomeConversationsLeadsIntelligenceRevenue loop
Settings

Liam Albrecht

Eleno

Intelligence

What your won deals have in common, worked backwards from the calls.

12 calls · 4 emails · 5 won · 3 stalled · 3 lost · 1 no-show·Sam 6·Jordan 6

Ideal customer · From 12 won deals

Current
Industry
Quantitative investment research boutiqueNon-bank commercial lenderFinancial planning and wealth advice firmCommercial real estate agencyFine art and collectables auction houseReal estate debt and equity fund managerStockbroking and financial advisory firmReal estate debt fund managerCommercial and industrial real estate agencyState transport infrastructure project
Company size
25-80 staff
Champion title
Managing PartnerHead of Credit OperationsPractice ManagerDirectorGeneral Manager
Won deals
Northstar LabsKestrel LendingFairfield Wealth PartnersRidgeline CommercialBellbird AuctionsArk CapitalBell PotterDenning Investment Partners

What winning calls did

  • Rep talk ratio in the healthy band

    Won5 of 5Others3 of 6

  • Secured a dated next step

    “Thursday 3 September at 2pm. Put the research note drafting pilot first on the agenda and bring the measurement plan. If the scope holds up I'll sign off the discovery phase that afternoon.”

    Sam Whitfield · e9981868-623b-5b59-ab18-5e0c342f2c15 · Turn 24
    Won1 of 5Others1 of 6
Gorman Commercial
Leonard Joel
Nichols Crowder
North East Link

  • Discovery before the first pricing mention

    “Tell me about the note load itself. What are you producing now, and what does doubling actually mean in numbers?”

    Maya Chen · e9981868-623b-5b59-ab18-5e0c342f2c15 · Turn 3
    Won2 of 5Others3 of 6

  • 4 or more discovery questions

    “Tell me about the note load itself. What are you producing now, and what does doubling actually mean in numbers?”

    Maya Chen · e9981868-623b-5b59-ab18-5e0c342f2c15 · Turn 3
    Won2 of 5Others3 of 6

  • Objection handled on the call

    “Before you go further, we don't want another subscription sitting on the books. We've bought three tools in two years and we're still paying for one that nobody opens any more.”

    Sam Whitfield · e9981868-623b-5b59-ab18-5e0c342f2c15 · Turn 14
    Won1 of 5Others4 of 6

    • Why they bought

    • Research note production doubling ahead of a new fund launch
    • Loan document turnaround blowing out before broker season
    • Statement of advice drafting backlog after acquiring a smaller practice
    • Lease abstraction and tenant reporting taking a week every month
    • Consignment intake and cataloguing bottleneck before the spring sales

    Coach Sam on

    • Asking discovery questions that anchor the solution in the prospect's specific process and success criteria.
    • Securing a next step with a specific date, time, attendees, and action to maintain momentum.
    • Using the ownership model (IP transfer, no subscription) to neutralize pricing objections and align with client control.