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Lesson 1 of 6
Work · Guided lesson

Define the buyer and outcome

Focus effort on people with a real problem you can solve and a plausible path to action.

About 27 minutes Finish with a concrete deliverable
Stanford Graduate School of BusinessThe Art of NegotiationYouTube
Course primer

The Art of Negotiation

From Stanford Graduate School of Business. Watch here or open it on YouTube .

During the course primer, listen for ideas that change how you approach “Define the buyer and outcome.” Pause once to capture a useful point, then apply it while producing an ideal-opportunity card with target roles, problem signals, disqualifiers, and qualification questions.
Before you begin

What this lesson is really solving.

Focus effort on people with a real problem you can solve and a plausible path to action. This is lesson 1 because later decisions depend on an ideal-opportunity card with target roles, problem signals, disqualifiers, and qualification questions. A sales process is a filter: good opportunities move forward and poor fits exit early. Use your own numbers, files, environment, and constraints so the result survives outside the course.

Why this works

Understand the idea before touching the steps.

A sales process is a filter: good opportunities move forward and poor fits exit early.

Do this

Follow these steps in order.

Take the action in each step; then use the deliverable below to prove the lesson is finished.

  1. 1

    Write the specific before-and-after outcome your offer can credibly create.

  2. 2

    Describe who experiences the problem, who benefits, who approves, who pays, and who could block the decision.

  3. 3

    List observable fit signals, disqualifiers, urgent events, and minimum conditions for successful delivery.

  4. 4

    Build five qualification questions that reveal facts without interrogating or manipulating the buyer.

Worked example

See the standard in context.

A freelance editor targets weekly educational channels with inconsistent postproduction, not every creator who has ever uploaded a video. The learner saves an ideal-opportunity card with target roles, problem signals, disqualifiers, and qualification questions and notes the evidence or assumption behind the choice so it can be reviewed and improved later.

Quality check

Inspect before you move on.

  • The finished work visibly includes an ideal-opportunity card with target roles, problem signals, disqualifiers, and qualification questions.
  • You tested the work against this common failure: Calling everyone a prospect because they could theoretically use the offer.
  • Another person could verify this mastery standard: You can explain why a specific opportunity is worth pursuing using evidence rather than enthusiasm.
Make it real

Your deliverable

An ideal-opportunity card with target roles, problem signals, disqualifiers, and qualification questions.

Common mistake

Watch for this

Calling everyone a prospect because they could theoretically use the offer.

You’re ready when

Prove it—don’t just recognize it.

You can explain why a specific opportunity is worth pursuing using evidence rather than enthusiasm.

Objective evidence · 3 questions

Quick knowledge check

Answer from the lesson—not from confidence alone. Score at least 2 of 3 to unlock completion.

Not yet passed

This curriculum-aligned check is scored automatically and stored with your account when signed in. It is an objective learning signal, but it has not yet been independently validated as a standardized assessment.

1Which action belongs in the recommended process for “Define the buyer and outcome”?
2Which result is the clearest evidence that this lesson’s work is complete?
3Which choice matches the failure this lesson specifically warns against?
0 of 3 answeredEach question measures the action, evidence, or failure condition taught above.
Useful for this course

Tools, templates, and references

Opportunity and negotiation trackerOrganize prospects, discovery evidence, terms, and follow-ups.
Check current detailsReferences reviewed September 9, 2026. Lesson exercises are editorial synthesis; official rules come from the linked sources.
Salesforce Trailhead — Build a sales processStanford Graduate School of Business — The art of negotiation
1
One check remains

Pass the knowledge check above first.

Completion unlocks after a score of 2 out of 3. Then confirm that you produced the lesson deliverable.

Go to the knowledge check