Sample report · Jordan is a fictional participant, shown so you can see what the Carry Test gives back
Off the Record · The Carry Test · your result
JordanAccount executive, mid-market softwareWeek 9 of Q4Score 21 / 36

Jordan, you carry it with your boss.

You know more about your pipeline than your forecast says, and it isn't going up. That one habit is feeding two other areas: your deals and your evenings at home. The good news is that it's one habit, so one change moves all three.

Where you carry it

Your four areas

Boss7 / 9Loaded
Deals5 / 9Heavy
Home5 / 9Heavy
Me4 / 9Steady

Each statement scores Never 0, Sometimes 1, Often 2, Always 3. Three statements per area, so each area runs 0–9.

What you told us

Your 12 answers

Answers marked in red are the ones driving your result.

AreaStatementYour answer
BossI soften bad news before it goes up.Always
BossI wait until I have a fix before I say there's a problem.Often
BossI feel safer saying nothing in the forecast call.Often
DealsI'm forecasting a deal I don't fully believe in.Often
DealsI've stopped asking the question that might kill a deal.Sometimes
DealsI'm counting on one person's word to get a deal through.Often
HomeThe people at home get what's left of me.Often
HomeI bring the number to dinner.Sometimes
HomeI use a drink, a scroll or a screen to come down after work.Often
MeWhen I miss, I feel like I am the miss.Sometimes
MeI replay calls long after they're over.Often
MeI'm performing more than I'm living.Sometimes
What it means

Four things your answers say

Boss + Deals + Home

Three of your four areas are one problem

You're forecasting deals you don't fully believe in, you're not saying so upward, and the gap comes home with you at night. Most sellers treat these as three separate stresses. In your answers they line up as one chain: doubt about a deal, kept quiet at work, carried home.

Break the chain at the boss link and the other two get lighter on their own.

"I wait until I have a fix" · Often

Waiting for the fix is how good sellers go quiet

This habit looks responsible: you don't want to bring a problem without a plan. But it means your manager hears about a slipping deal only after you've run out of ideas, which is the worst time for both of you. The fix is to say it earlier, with less polish, and let your manager help while there's still time.

"Counting on one person's word" · Often

Your forecast rests on your champions

When one person is your only source on a deal, you can't check what they tell you, and neither can your manager. That's why the deals feel shaky and why saying so feels risky. One more contact on your two biggest deals would change how confident you feel in the forecast call.

Me · Steady

Your footing: you haven't made the number your name

Your lowest area is Me. You replay calls, but you mostly don't treat a miss as a verdict on who you are. That's real footing, and it's what makes the changes below doable. Protect it.

Bad news doesn't get better with age. Say it early, while there's still time to do something about it.Ron Hollis
Next steps

Your next seven days

Five small moves, about an hour in total. Do them in order; each one makes the next easier.

  1. MonBoss

    Send the three-sentence email

    Pick the deal you trust least and tell your manager before you have the fix. Use the example below.

    10 minutes
  2. TueDeals

    Ask the buying question

    On that same deal, ask your champion: "What will it take to get this bought, and who else has to say yes?" Write down the answer in their words.

    One call
  3. WedDeals

    Add one name

    On your two biggest deals, get one more person from the customer's side into the next meeting, ideally someone from finance or the person who signs.

    Two emails
  4. ThuHome

    Take one evening back

    Phone in another room from dinner until 9. At dinner, say one true thing about your week, not the forecast-call version. Notice what you reach for when you'd usually come down with a screen or a drink.

    One evening
  5. FriAll

    Do a 3-minute check-in

    Answer one question: "What aren't you saying today?" Then look back at Monday's email. What happened when you said it early?

    3 minutes

Retake the Carry Test in 30 days. Your Boss score is the one to watch.

From the Bad News Kit

Monday's email, ready to use

Three sentences: what changed, what it means for the number, and what you're doing next. Swap in your own details.

Example details are made up. Keep it to three sentences and send it before you have the answer.

If you want help with this

Where Off the Record comes in

You can do everything above on your own. If you'd like company while you do it, here's what members get, starting with your Boss area.

Start my 7-day free trial

$25 a month after the trial, or $250 a year. Founding members pay $20.