The Triangle Sales method
One method for the whole sale — so you always know where you are and what to do next.
Phase 1
Identify
Find the deals worth your time.
01Select
80% of your effort on deals you can win.
- Qualify before investing time
- Map stakeholders early
- Prioritize pipeline over activity
3× more replies from the right people.
- Personalize every outreach
- Lead with relevance
- Follow up systematically
Walk in ready — product, market and story aligned.
- Know the market and competitive landscape
- Build product conviction
- Prepare your story
Phase 2
Convert
Turn interest into a signed deal.
04Analyse
Know the real problem before the second meeting.
- Ask open questions first
- Listen for what they don’t say
- Summarize before solving
Proposals that get signed, not shelved.
- Frame value in their language
- Anchor on outcomes
- Make the next step obvious
Presentations that move deals forward, not sideways.
- Deliver with clarity and confidence
- Tailor to each stakeholder
- Demo the outcome, not the feature
Phase 3
Secure
Close it — and grow it from inside.
07Close
Fewer discounts, more signed deals.
- Name objections first
- Hold your price
- Ask for the decision
Referrals and upsells from every account.
- Check in without selling
- Grow the account from inside
- Turn clients into referrals
Revenue that grows from inside existing accounts.
- Drive upsells through product updates
- Think like a CSM — client success is your growth
- Turn every account into a case study
Why “Triangle” Sales
Sales
The nine modules above — the work of moving a deal forward.
Leadership
How you show up: your story, your standards, your judgment.
Improvement loop
Every deal teaches you something. Track it, learn, repeat.