Skip to main content

Documentation Index

Fetch the complete documentation index at: https://docs.dealtree.io/llms.txt

Use this file to discover all available pages before exploring further.

The Blocker is the stakeholder who may slow down, challenge, or oppose the deal. A Blocker may not always reject your solution directly. Sometimes they raise concerns, delay the buying process, influence other stakeholders, or create internal resistance. Identifying possible blockers early helps you prepare for objections before they put the deal at risk.

Pre-conditions

Before reviewing the Blocker, make sure you have:
  • Created a Dealtree account
  • Logged in to your workspace
  • Added at least one account
  • Opened the Account Workspace from the Accounts Dashboard
  • Set up your Seller Context
  • Generated or synced the Org Chart
  • Added account notes, if you already know about objections or risks
  • Generated the Buying Committee

What is a Blocker?

A Blocker is a person who may create friction in the buying process. They may challenge the value of your product, question the timing, raise technical concerns, control access to other stakeholders, or prefer a different solution. A Blocker may appear because of:
  • Budget concerns
  • Timing concerns
  • Technical concerns
  • Security or compliance concerns
  • Change management concerns
  • Preference for an existing tool
  • Internal politics
  • Lack of urgency
  • Fear of added workload
  • Misalignment with business priorities The goal is not to avoid blockers. The goal is to understand their concerns and address them properly.

Why the Blocker Matters

The Blocker matters because they can influence the deal even if they are not the final decision-maker. A deal can look healthy from the outside but still get delayed or lost because of internal resistance. For example, a Champion may support your solution, but a technical leader, finance stakeholder, procurement contact, or department head may raise concerns that slow the deal down. Identifying the Blocker helps you:
  • Understand deal risk earlier
  • Prepare for objections
  • Avoid late-stage surprises
  • Support your Champion with better answers
  • Build trust with skeptical stakeholders
  • Adjust your messaging for different concerns
  • Create a stronger action plan

How Dealtree Identifies the Blocker

Dealtree uses your Seller Context, org chart data, stakeholder titles, departments, buying committee logic, and account notes to suggest who may act as a Blocker. Notes are especially useful for identifying blockers. For example, if you add a note like: The CTO is concerned about data accuracy and may slow down approval unless we provide proof of data quality. Dealtree can use that context when mapping the Blocker role.

How to Review the Blocker in Dealtree

Step 1: Open the Account Workspace

Go to the Accounts section and select the account you want to review.

Step 2: Open the Buying Committee Tab

Inside the Account Workspace, click the Buying Committee tab.

Step 3: Find the Blocker Role

Look for the Blocker section in the buying committee view.

Step 4: Review the Suggested Stakeholder

Check the mapped stakeholder, job title, confidence level, and reasoning. This helps you understand why Dealtree suggested this person as a possible Blocker.

Step 5: Validate the Recommendation

Use your own account knowledge, notes, conversations, and stakeholder research to confirm whether this person may actually create resistance in the deal.

What to Do If a Blocker Is Identified

If Dealtree identifies a possible Blocker, review why that person may create friction. You can then:
  • Understand their specific concern
  • Prepare a response to their objection
  • Ask your Champion how much influence they have
  • Look for ways to involve them constructively
  • Share proof, examples, or documentation that addresses their concern
  • Add notes about their objection and influence
  • Include a task in the Action Plan to handle the risk A Blocker does not always mean the deal is in trouble. It means you need to understand and manage the risk.

What to Do If the Blocker Is Missing

If the Blocker role is not covered, it does not always mean there is no blocker. It may mean Dealtree does not have enough information yet. You can take the following actions:
  • Ask your Champion who may object to the purchase
  • Review the Org Chart for stakeholders who may be affected by the change
  • Look for technical, finance, procurement, operations, or legal stakeholders
  • Add notes about known objections or risks
  • Add missing stakeholders manually if needed
  • Sync the organization if people data looks outdated
  • Regenerate the Buying Committee after adding more context

Questions to Ask About a Blocker

When you suspect there may be a Blocker, ask questions that reveal risk without creating tension. For example:
  • Who else may have concerns about this?
  • What objections do you expect internally?
  • Has a similar tool been rejected before?
  • Who usually reviews risk, budget, or implementation?
  • What could slow this down?
  • What would make the team uncomfortable with moving forward?
  • Who needs to be convinced before this can be approved? These questions can help you uncover hidden resistance early.

Example

If you are selling Dealtree to a sales team, a possible Blocker may be someone from RevOps, finance, sales leadership, or technical operations. They may worry about data accuracy, budget, workflow adoption, credit usage, or whether the team will actually use the platform. Once you know the concern, you can prepare a clearer response and involve the right stakeholder at the right time.

Important Notes

  • A Blocker is not always an enemy. They may simply have valid concerns.
  • Blockers can influence deals even when they do not control the budget.
  • Use Notes to capture objections, risks, and stakeholder concerns.
  • If a Blocker is identified, do not ignore them. Plan how to address their concern.
  • If no Blocker is identified, still ask your Champion who may object internally.
  • Review possible blockers before generating or following the Action Plan.