An industrial-services firm

A confident win, on only one person’s word

Aerial view of an industrial refinery complex — storage tanks, processing towers and smokestacks beside a waterway.

Situation

An $800K deal — 5× the group's largest ever — was “closing this month” on the word of a single plant manager. No legal, no procurement involved.

Red quotation marks

I know these guys well; Procurement was never involved on our past deals.


Action

Asked why legal and procurement weren't engaged, then surfaced the buyer's own purchasing rules and brought procurement in before it was too late — aligned to the business buyer.


Result

Procurement aligned with the business buyer, full RFP avoided, deal de-risked.

1.

Procurement relationship de-risked future pipeline.

2.

Average time to close future deals was reduced.

3.


Insight

Deals over $500K triggered a mandatory procurement process nobody had started — a landmine one step from a forced RFP.


Real Deals, Real Outcomes