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When a prospect says, “The board needs to review this,” they’re signaling that the decision is moving beyond their team and into higher-level leadership. This isn’t necessarily a bad thing—it means your solution is being taken seriously. However, it also means:
Selling to a board requires clarity, confidence, and a structured approach. Your goal isn’t just to wait for their response—it’s to help your prospect champion your solution and make it easier for the board to approve.
Show that you understand board reviews are a common part of the approval process and offer to help.
Example:
"That makes total sense! We work with a lot of companies where board approval is the final step. I’d love to help make that process as smooth as possible—what kind of information would be most useful for the board?"
GPT Prompt:
Boards typically focus on risk, ROI, long-term impact, and alignment with company strategy. Find out what’s most important to them.
Example:
"Boards often have specific concerns when reviewing new solutions—whether it’s ROI, security, risk, or budget impact. What do you think will be their biggest areas of focus?"
GPT Prompt:
Boards don’t want long, detailed sales decks—they want key takeaways. Offer a short, high-impact summary to make it easier for them to review.
Example:
"To help with the board review, I can put together a concise one-pager or presentation that outlines the key benefits, ROI, and risk mitigation strategies. Would that be helpful?"
GPT Prompt:
Whenever possible, try to be involved in the process instead of waiting for an update.
Example:
"Would it be helpful if I joined a portion of the board review or provided additional materials ahead of time? That way, we can ensure they have all the information they need to make a confident decision."
GPT Prompt:
If other companies have successfully gotten board approval, use those examples to provide confidence.
Example:
"We’ve worked with other companies where the board had similar concerns. Once they saw [specific ROI, risk reduction, or competitive advantage], they were fully on board. Would it help if I shared a case study on how they made their decision?"
GPT Prompt:
Boards can sometimes delay decisions indefinitely. Help them see why waiting might cost more than acting now.
Example:
"I totally understand that the board needs to review this carefully. But have they considered the cost of not moving forward? If [pain point] continues for another six months, what will that impact look like?"
GPT Prompt:
Board approvals can take time, but it’s important to keep momentum and avoid unnecessary delays.
Example:
"That makes sense! When is the board review scheduled? I’d love to follow up afterward to answer any questions—would [specific date] work for a quick check-in?"
GPT Prompt:
If they need more time, make sure they know you’re available for support.
Example:
"I completely understand! If the board needs additional case studies, security documentation, or a comparison report, I’d be happy to provide that. Just let me know what would be most helpful."
GPT Prompt:
When a prospect says, “The board needs to review this,” it doesn’t mean the deal is lost—it means the decision is moving up the chain. Your best approach is to:
At the end of the day, board approvals come down to risk, ROI, and alignment with business goals. Your job is to help them see why your solution is the right move.
DocketAI helps sales teams navigate board-level approvals by providing tailored business cases, ROI-driven insights, and proven strategies—so when a prospect says, “The board needs to review this,” you have everything you need to keep the deal moving.
🎯 See how it works—Book a demo today!
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