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Playbook

Board Walk.

A weekly 1:1 ritual the Sales Master runs with each Closer, in front of the board. Coaching the deal in front of you, not the rep in your head.

By Bacchus Jackson 5 min read

What

The Board Walk gets its name from the literal walk. The Sales Master and one Closer, side by side, in front of the board, go through every active deal in the Closer's column, one by one, with no skipping. The Closer narrates. The Sales Master asks. The deal moves, gets noted, or gets a next step before the pair walks on.

Why

The posture forces shared sight. Standing in front of the board, both people see the same thing at the same time and can point at the same deal at the same moment without negotiation about which screen to look at. The Board Walk is where Principle 8 lives: coach the deal in front of you, not the rep in your head. The deal is the artifact. The coaching is what the deal teaches.

Who

  • Sales Master. Runs the walk. Asks open questions about each deal. Names the pattern when it appears across deals. Does not run audit, does not run blame.
  • One Closer. Narrates each deal in their column in one or two sentences. Owns the next step.

One rep, one Sales Master, every active deal, no skipping. Two reps in the same walk turns it into a meeting neither is fully present for. Skipping the boring deals is exactly where the rot starts.

Cadence

Once a week per Closer, on the same day, at a time the Closer can plan around. The cadence is firm. A five-Closer floor sees five Board Walks across the week: slots short enough to cover the full pipeline, long enough to coach the deals that need coaching.

Script

  1. Open (1 min). Sales Master names the day's intent: what they'd like to see move by Friday. Closer agrees or names a different one.
  2. Walk every deal (20–35 min). Each deal in turn: Closer says stage, value, next step. Sales Master asks one open question, "what does this buyer need to see to move?", and listens. The pair either updates the deal, names the action, or moves the deal to the Ice Box.
  3. Pattern (3 min). Sales Master names any pattern that surfaced, across deals, not across the Closer. "Three of your deals are stuck on procurement." Sees the pattern, names it, schedules the next move.
  4. Close (1 min). Restate the day's intent. The pair leaves with one shared sentence about what moves this week.

Failure modes

  • It becomes a status report. If the Sales Master is taking dictation instead of coaching, the walk has collapsed into the meeting the ritual was supposed to replace.
  • It skips the boring deals. The boring deals are exactly where the Stalled Deals hide. No skipping, even when both of you know what the next step is.
  • It runs as audit. If the Closer is defending herself, the walk has slipped into blame. Pull it back to the deal. The deal is the artifact, the Closer is the narrator.
  • It runs digital-only. A screen-only walk loses the shared sight. Print the board, project it, or stand in front of the wall. The posture matters.