---
title: Deal Stages - Definitions
description: This is a comprehensive list of the deal stages in the sales pipeline as of 7/10/2025
---

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# Deal Stages - Definitions

## This is a comprehensive list of the deal stages in the sales pipeline as of 7/10/2025

### Deal definitions

- **Early:** Identified a prospect and it is on the radar for follow up. This replaces "macro", "suspect", "prospect".
- **Initial Call**: This identifies a prospect that has been scheduled for some kind of call, appointment, or presentation.
- **Savings Analysis**: Decision maker is brought in. We have claims or provider data and are actively working on the deal.
- **Market Stop Loss**: Contract has been sent. We are marketing the stop loss to get hard numbers to the broker/client.
- **Hot**: We are a finalist, are presenting to the client, the numbers look great, or the broker is saying the client is interested. This replaces "presenting numbers".
- **Sold**: the contract has been sent and the sales team has completed their duties for the case. This replaces "sold case form" and "executed contract".

### Previous deal stage definitions

- **Macro**: high-level lead or firm identified for strategic targeting
- **Suspect:** Company fits target profile and an appointment is scheduled
- **Prospect**: Qualified to buy
- **Initial Call**: Presentation scheduled
- **Savings Analysis**: Decision maker is brought in
- **Market Stop Loss**: Contract sent
- **Presenting Numbers**: Final step in decision process
- **Sold Case Form**: Client has said yes, collecting information
- **Executed Contract**: Everything finalized, ready for client to enroll

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