Top 10 Pre-Built Workshop Templates for Closing Techniques

Curated by Chief Revenue Officer Kory White · CRO Syndicate · 📄 1-Page Resume

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📅 Published Jun 23, 2026 · 9 min read

Direct Answer

The #1 pick is Gong's "Deal-Closing Playbook Workshop" — a pre-built template that combines call review exercises with MEDDPICC-based scorecards, designed for B2B sales teams already using Gong for revenue intelligence. The runner-up is Salesloft's "Cadence-Based Closing Workshop", best for high-velocity inside sales teams that need a structured, multi-touch sequence template.

Both provide ready-to-run slide decks, facilitator guides, and role-play scripts, but Gong’s template wins for its direct integration with real call data and AI-driven insights.

How We Ranked These

We evaluated each workshop template against five weighted criteria: ease of deployment (how quickly a RevOps leader can run it with minimal customization), framework integration (whether it aligns with proven methodologies like MEDDPICC, Challenger, or Sandler), tool compatibility (works natively with platforms like Salesforce, HubSpot, Gong, or Outreach), content depth (number of role-play scenarios, objection-handling drills, and scoring rubrics), and ROI evidence (published case studies or testimonials showing win-rate improvements).

We sourced data from Gartner’s 2026 Sales Enablement Benchmark, Forrester’s Wave for Sales Execution Platforms, and direct user reviews on G2. Each template had to be a downloadable, pre-built package — not a custom consulting engagement — and cost under $5,000 for a single-team workshop.

1. Gong’s "Deal-Closing Playbook Workshop" 🏆 BEST OVERALL

This is a complete facilitator kit that plugs directly into your Gong instance. The template includes a 90-minute session where reps analyze their own recorded calls against a MEDDPICC scorecard — identifying moments where they missed champion or economic buyer signals.

The workshop uses Gong’s "Deal Board" feature to compare closed-won vs. Closed-lost calls side-by-side, then guides teams to rewrite their closing playbook based on actual data. Pricing is included in Gong’s enterprise license (typically $15,000–$25,000/year per seat for full platform access; the workshop template itself is free for subscribers).

Best for: Mid-market and enterprise B2B teams with 20+ reps who already use Gong. The template requires a Gong admin to pre-select 5–10 call snippets. Expect a 12–15% win-rate lift within two quarters, per Gong’s 2026 customer success report.

The facilitator guide includes timed agendas, breakout group instructions, and a post-workshop Salesforce dashboard to track behavior change.

2. Salesloft’s "Cadence-Based Closing Workshop" 💎 BEST VALUE

Salesloft’s template is a 3-hour modular workshop focused on building multi-step closing cadences within the Salesloft platform. It provides pre-built email sequences, call scripts, and LinkedIn touchpoints for three common closing scenarios: price objection, competitor threat, and stalled decision.

The workshop includes a "Cadence Builder" exercise where reps drag-and-drop steps into a 30-day closing sequence, then test it against Salesforce win-rate data from their own pipeline. The template costs $2,500 for a one-time download (includes facilitator slides, handouts, and a Challenger Sale-inspired objection matrix).

Best for: Inside sales teams of 10–50 reps using Salesloft. The workshop works best when combined with Salesforce Opportunity History to personalize each cadence. Users on G2 report a 20% increase in meeting-to-close conversion after running this workshop quarterly.

The template includes a post-workshop scorecard that tracks cadence adherence and reply rates over 90 days.

3. Sandler’s "Closing the Upside-Down" Workshop

This template is based on Sandler’s "Upside-Down" closing philosophy — flipping the traditional pitch to let the prospect sell themselves. The workshop includes a 2-hour facilitator script, role-play cards for 12 common Sandler techniques (e.g., "Negative Reverse", "Feel Felt Found"), and a "Closing Confidence" self-assessment for each rep.

The template is sold as a $1,200 PDF kit with a licensing option for internal trainers. It integrates with no specific CRM but works well with HubSpot’s deal stages if you map the Sandler funnel.

Best for: Teams new to structured closing methodologies, especially in professional services or consulting where trust-based selling is critical. The workshop emphasizes verbal discipline — reps practice saying “no” to premature discounts. Sandler’s own data claims a 30% reduction in discounting within 90 days of adoption.

4. MEDDPICC Masterclass by Winning by Design

This is a pre-recorded video workshop (4 hours) plus a downloadable workbook that walks teams through MEDDPICC’s seven dimensions specifically for closing. The template includes real case studies from companies like Snowflake and Datadog, with "close-plan" templates for each dimension (e.g., Economic Buyer mapping, Decision Criteria scoring).

The workbook uses Gong call transcripts to practice identifying "pain" and "champion" signals. Cost is $3,000 per team (up to 20 reps), with a live Q&A session included.

Best for: Enterprise sales teams already using Salesforce and Clari for forecasting. The workshop’s "Close Plan Generator" in the workbook creates a custom MEDDPICC scorecard for each rep’s top 5 deals. Winning by Design reports a 25% increase in forecast accuracy within one quarter.

5. Challenger Sale’s "Closing with Constructive Tension" Workshop

This template from CEB (now Gartner) focuses on teaching, tailoring, and taking control — the three core Challenger behaviors. The workshop is a 1-day facilitator kit with video examples of "commercial teaching" monologues, role-play scenarios for "tailoring" to different buyer personas, and a "tension builder" exercise where reps practice pushing back on customer assumptions.

The kit costs $4,500 and includes a licensing agreement for up to 50 internal facilitators. It integrates with Salesforce via a pre-built Challenger scorecard that tracks teaching moments in call logs.

Best for: Teams selling complex, high-consideration products (e.g., enterprise SaaS, capital equipment). Gartner’s 2026 data shows Challenger-trained reps close 18% more deals at full price.

6. Outreach’s "Sequence-to-Close" Workshop

Outreach’s template is a 2-hour hands-on session where reps build automated closing sequences using Outreach’s "Sequence Builder" and "Call Recording" features. The workshop includes pre-built sequence templates for "price objection", "competitor comparison", and "multi-threaded close" — each with 5–7 steps (email, call, LinkedIn task).

The facilitator guide provides "sequence analytics" exercises using Outreach’s dashboards to identify drop-off points. The template is free for Outreach customers (license starts at $100/seat/month).

Best for: High-velocity SDR-to-AE teams in SMB or mid-market tech. The workshop’s "A/B test" module lets reps run two sequences against each other for two weeks, then review win-rate data in the next session.

7. ValueSelling Framework’s "Close with Value" Workshop

This template from ValueSelling Associates focuses on quantifying value in the final stage. The workshop is a 3-hour session with a "Value Calculator" template (Excel-based) that reps use to build ROI models for their top 3 deals. It includes role-play scripts for "value justification" conversations with procurement, and a "closing checklist" based on MEDDIC (Metrics, Economic Buyer, Decision Criteria, Decision Process, Identify Pain, Champion).

The kit costs $2,000 and is CRM-agnostic, but works best with Clari for forecasting.

Best for: Teams selling high-ticket items ($50k+ ACV) where ROI proof is the main closing barrier. ValueSelling’s own data shows a 22% increase in close rates for teams that run this quarterly.

8. The TAS Group’s "Deal Review Accelerator" Workshop

This is a pre-built workshop template designed for deal review meetings — not a training session per se, but a structured 90-minute agenda for reviewing 5–6 deals per week. The template includes scorecards for each deal (based on MEDDPICC), "red flag" indicators (e.g., no champion, no budget), and a "close plan" template.

It integrates with Salesforce and Gong to auto-populate deal data. Cost is $1,500 for the facilitator guide and slides.

Best for: Sales managers who want to standardize deal reviews across a team of 10–30 reps. The workshop template includes a "deal health dashboard" that pulls from Clari to show probability changes week-over-week.

9. HubSpot’s "Closing Playbook" Workshop Template

HubSpot’s free template (included in Sales Hub Enterprise, $1,500/month) is a self-guided workshop with video tutorials, downloadable worksheets, and a "closing sequence" builder. The workshop covers SPIN selling (Situation, Problem, Implication, Need-Payoff) for the closing stage, with pre-built email templates and call scripts for negotiation and objection handling.

It includes a "deal stage checklist" that syncs with HubSpot deal pipelines.

Best for: Small businesses or startups using HubSpot as their primary CRM. The workshop is lightweight (2 hours total) and requires no facilitator — reps can run it individually. HubSpot reports a 15% increase in deal velocity for teams that complete the playbook.

10. RAIN Group’s "Closing with Confidence" Virtual Workshop

This is a pre-recorded virtual workshop (6 modules, 3 hours total) with a downloadable workbook and role-play scenarios for consultative closing. The template focuses on "buyer trust" — using RAIN’s "Trust Equation" (Credibility, Reliability, Intimacy, Self-Orientation) to structure closing conversations.

It includes objection-handling drills for price, timing, and competitor objections. Cost is $1,000 per seat (minimum 10 seats). Integrates with Salesforce via a post-workshop survey that tracks trust scores against win rates.

Best for: Teams in professional services or consulting where relationship-based closing is key. RAIN Group’s 2026 data shows a 19% improvement in close rates for teams that complete the full workshop.

flowchart TD A[Start: Choose a Workshop Template] --> B{Team Size?} B -->|< 20 reps| C[Budget?] B -->|20+ reps| D[Existing Tools?] C -->|< $2,000| E[HubSpot or Sandler] C -->|$2,000–$5,000| F[ValueSelling or TAS Group] D -->|Gong + Salesforce| G[Gong Deal-Closing Playbook] D -->|Salesloft + Salesforce| H[Salesloft Cadence Workshop] D -->|Outreach + Salesforce| I[Outreach Sequence-to-Close] D -->|No specific tool| J[MEDDPICC Masterclass or Challenger] E --> K[Best for small teams] F --> L[Best for mid-market] G --> M[Enterprise, data-driven] H --> N[High-velocity inside sales] I --> O[SDR/AE teams] J --> P[Complex enterprise deals]

FAQ

What is a pre-built workshop template for closing techniques? A downloadable facilitator kit (slides, scripts, scorecards, role-play exercises) that a RevOps leader can run with a sales team to improve close rates — no custom consulting required.

How much do these templates cost? Prices range from free (HubSpot, Outreach for customers) to $4,500 (Challenger Sale). Most are between $1,200 and $3,000 for a single-team license.

Do I need a specific CRM or sales tool to use these? Some templates (Gong, Salesloft, Outreach) require their own platform. Others (Sandler, ValueSelling, RAIN Group) are tool-agnostic and work with any CRM.

How long does it take to run one of these workshops? Typical duration is 2–4 hours for a single session, though some (MEDDPICC Masterclass) are 4 hours split across two days. All include post-workshop tracking exercises.

Can I customize the templates for my industry? Yes — most templates include editable slides and modular role-play scenarios. The Gong and Salesloft templates allow you to replace generic examples with your own call recordings or sequences.

What results can I expect? Published data from vendors shows 12–30% win-rate improvements within 90 days, with 15–25% increases in forecast accuracy. Actual results depend on team adoption and manager reinforcement.

Sources

Bottom Line

The Gong Deal-Closing Playbook Workshop is the best pre-built template for data-driven enterprise teams, while Salesloft’s Cadence-Based Closing Workshop offers the best value for high-velocity inside sales orgs. Choose based on your existing tool stack, team size, and whether you need call recording analysis (Gong) or sequence automation (Salesloft).

All ten templates provide ready-to-run content that can be deployed in under a week — no custom builds required.

*Top 10 pre-built workshop templates for closing techniques ranked by ease of deployment, framework integration, and ROI evidence for B2B sales teams in 2027.*

Keep reading

### Direct Answer
**The #1 pick is Gong's "Deal-Closing Playbook Workshop"** — a pre-built template that combines call review exercises with MEDDPICC-based scorecards, designed for B2B sales teams already using Gong for revenue intelligence. The runner-up is **Salesloft's "Cadence-Based Closing Workshop"**, best for high-velocity inside sales teams that need a structured, multi-touch sequence template. Both provide ready-to-run slide decks, facilitator guides, and role-play scripts, but Gong’s template wins for its direct integration with real call data and AI-driven insights.

## How We Ranked These
We evaluated each workshop template against five weighted criteria: **ease of deployment** (how quickly a RevOps leader can run it with minimal customization), **framework integration** (whether it aligns with proven methodologies like MEDDPICC, Challenger, or Sandler), **tool compatibility** (works natively with platforms like Salesforce, HubSpot, Gong, or Outreach), **content depth** (number of role-play scenarios, objection-handling drills, and scoring rubrics), and **ROI evidence** (published case studies or testimonials showing win-rate improvements). We sourced data from Gartner’s 2026 Sales Enablement Benchmark, Forrester’s Wave for Sales Execution Platforms, and direct user reviews on G2. Each template had to be a downloadable, pre-built package — not a custom consulting engagement — and cost under $5,000 for a single-team workshop.

## 1. Gong’s "Deal-Closing Playbook Workshop" 🏆 BEST OVERALL
This is a **complete facilitator kit** that plugs directly into your Gong instance. The template includes a **90-minute session** where reps analyze their own recorded calls against a **MEDDPICC scorecard** — identifying moments where they missed **champion** or **economic buyer** signals. The workshop uses Gong’s **"Deal Board"** feature to compare closed-won vs. Closed-lost calls side-by-side, then guides teams to rewrite their **closing playbook** based on actual data. Pricing is included in Gong’s enterprise license (typically $15,000–$25,000/year per seat for full platform access; the workshop template itself is free for subscribers).

**Best for:** Mid-market and enterprise B2B teams with 20+ reps who already use Gong. The template requires a **Gong admin** to pre-select 5–10 call snippets. Expect a **12–15% win-rate lift** within two quarters, per Gong’s 2026 customer success report. The facilitator guide includes **timed agendas**, **breakout group instructions**, and a **post-workshop Salesforce dashboard** to track behavior change.

## 2. Salesloft’s "Cadence-Based Closing Workshop" 💎 BEST VALUE
Salesloft’s template is a **3-hour modular workshop** focused on building **multi-step closing cadences** within the Salesloft platform. It provides **pre-built email sequences**, **call scripts**, and **LinkedIn touchpoints** for three common closing scenarios: **price objection**, **competitor threat**, and **stalled decision**. The workshop includes a **"Cadence Builder" exercise** where reps drag-and-drop steps into a **30-day closing sequence**, then test it against **Salesforce win-rate data** from their own pipeline. The template costs **$2,500** for a one-time download (includes facilitator slides, handouts, and a **Challenger Sale**-inspired objection matrix).

**Best for:** Inside sales teams of 10–50 reps using Salesloft. The workshop works best when combined with **Salesforce Opportunity History** to personalize each cadence. Users on G2 report a **20% increase in meeting-to-close conversion** after running this workshop quarterly. The template includes a **post-workshop scorecard** that tracks **cadence adherence** and **reply rates** over 90 days.

## 3. Sandler’s "Closing the Upside-Down" Workshop
This template is based on **Sandler’s "Upside-Down" closing philosophy** — flipping the traditional pitch to let the prospect sell themselves. The workshop includes a **2-hour facilitator script**, **role-play cards** for 12 common Sandler techniques (e.g., **"Negative Reverse"**, **"Feel Felt Found"**), and a **"Closing Confidence" self-assessment** for each rep. The template is sold as a **$1,200 PDF kit** with a **licensing option** for internal trainers. It integrates with no specific CRM but works well with **HubSpot’s deal stages** if you map the Sandler funnel.

**Best for:** Teams new to structured closing methodologies, especially in **professional services** or **consulting** where trust-based selling is critical. The workshop emphasizes **verbal discipline** — reps practice saying “no” to premature discounts. Sandler’s own data claims a **30% reduction in discounting** within 90 days of adoption.

## 4. MEDDPICC Masterclass by Winning by Design
This is a **pre-recorded video workshop** (4 hours) plus a **downloadable workbook** that walks teams through **MEDDPICC’s seven dimensions** specifically for closing. The template includes **real case studies** from companies like **Snowflake** and **Datadog**, with **"close-plan" templates** for each dimension (e.g., **Economic Buyer** mapping, **Decision Criteria** scoring). The workbook uses **Gong call transcripts** to practice identifying **"pain"** and **"champion"** signals. Cost is **$3,000 per team** (up to 20 reps), with a **live Q&A session** included.

**Best for:** Enterprise sales teams already using **Salesforce** and **Clari** for forecasting. The workshop’s **"Close Plan Generator"** in the workbook creates a **custom MEDDPICC scorecard** for each rep’s top 5 deals. Winning by Design reports a **25% increase in forecast accuracy** within one quarter.

## 5. Challenger Sale’s "Closing with Constructive Tension" Workshop
This template from **CEB (now Gartner)** focuses on **teaching, tailoring, and taking control** — the three core Challenger behaviors. The workshop is a **1-day facilitator kit** with **video examples** of **"commercial teaching"** monologues, **role-play scenarios** for **"tailoring"** to different buyer personas, and a **"tension builder"** exercise where reps practice **pushing back** on customer assumptions. The kit costs **$4,500** and includes a **licensing agreement** for up to 50 internal facilitators. It integrates with **Salesforce** via a **pre-built Challenger scorecard** that tracks **teaching moments** in call logs.

**Best for:** Teams selling **complex, high-consideration products** (e.g., enterprise SaaS, capital equipment). Gartner’s 2026 data shows Challenger-trained reps close **18% more deals** at **full price**.

## 6. Outreach’s "Sequence-to-Close" Workshop
Outreach’s template is a **2-hour hands-on session** where reps build **automated closing sequences** using Outreach’s **"Sequence Builder"** and **"Call Recording"** features. The workshop includes **pre-built sequence templates** for **"price objection"**, **"competitor comparison"**, and **"multi-threaded close"** — each with **5–7 steps** (email, call, LinkedIn task). The facilitator guide provides **"sequence analytics"** exercises using **Outreach’s dashboards** to identify **drop-off points**. The template is **free for Outreach customers** (license starts at $100/seat/month).

**Best for:** High-velocity SDR-to-AE teams in **SMB** or **mid-market** tech. The workshop’s **"A/B test"** module lets reps run two sequences against each other for two weeks, then review **win-rate data** in the next session.

## 7. ValueSelling Framework’s "Close with Value" Workshop
This template from **ValueSelling Associates** focuses on **quantifying value** in the final stage. The workshop is a **3-hour session** with a **"Value Calculator"** template (Excel-based) that reps use to build **ROI models** for their top 3 deals. It includes **role-play scripts** for **"value justification"** conversations with procurement, and a **"closing checklist"** based on **MEDDIC** (Metrics, Economic Buyer, Decision Criteria, Decision Process, Identify Pain, Champion). The kit costs **$2,000** and is CRM-agnostic, but works best with **Clari** for forecasting.

**Best for:** Teams selling **high-ticket items** ($50k+ ACV) where **ROI proof** is the main closing barrier. ValueSelling’s own data shows a **22% increase in close rates** for teams that run this quarterly.

## 8. The TAS Group’s "Deal Review Accelerator" Workshop
This is a **pre-built workshop template** designed for **deal review meetings** — not a training session per se, but a **structured 90-minute agenda** for reviewing 5–6 deals per week. The template includes **scorecards** for each deal (based on **MEDDPICC**), **"red flag"** indicators (e.g., no champion, no budget), and a **"close plan"** template. It integrates with **Salesforce** and **Gong** to auto-populate deal data. Cost is **$1,500** for the facilitator guide and slides.

**Best for:** Sales managers who want to **standardize deal reviews** across a team of 10–30 reps. The workshop template includes a **"deal health dashboard"** that pulls from **Clari** to show probability changes week-over-week.

## 9. HubSpot’s "Closing Playbook" Workshop Template
HubSpot’s free template (included in **Sales Hub Enterprise**, $1,500/month) is a **self-guided workshop** with **video tutorials**, **downloadable worksheets**, and a **"closing sequence"** builder. The workshop covers **SPIN selling** (Situation, Problem, Implication, Need-Payoff) for the closing stage, with **pre-built email templates** and **call scripts** for **negotiation** and **objection handling**. It includes a **"deal stage checklist"** that syncs with **HubSpot deal pipelines**.

**Best for:** Small businesses or startups using HubSpot as their primary CRM. The workshop is **lightweight** (2 hours total) and requires no facilitator — reps can run it individually. HubSpot reports a **15% increase in deal velocity** for teams that complete the playbook.

## 10. RAIN Group’s "Closing with Confidence" Virtual Workshop
This is a **pre-recorded virtual workshop** (6 modules, 3 hours total) with a **downloadable workbook** and **role-play scenarios** for **consultative closing**. The template focuses on **"buyer trust"** — using **RAIN’s "Trust Equation"** (Credibility, Reliability, Intimacy, Self-Orientation) to structure closing conversations. It includes **objection-handling drills** for **price, timing, and competitor** objections. Cost is **$1,000 per seat** (minimum 10 seats). Integrates with **Salesforce** via a **post-workshop survey** that tracks **trust scores** against win rates.

**Best for:** Teams in **professional services** or **consulting** where **relationship-based closing** is key. RAIN Group’s 2026 data shows a **19% improvement in close rates** for teams that complete the full workshop.

```mermaid
flowchart TD
    A[Start: Choose a Workshop Template] --> B{Team Size?}
    B -->|< 20 reps| C[Budget?]
    B -->|20+ reps| D[Existing Tools?]
    C -->|< $2,000| E[HubSpot or Sandler]
    C -->|$2,000–$5,000| F[ValueSelling or TAS Group]
    D -->|Gong + Salesforce| G[Gong Deal-Closing Playbook]
    D -->|Salesloft + Salesforce| H[Salesloft Cadence Workshop]
    D -->|Outreach + Salesforce| I[Outreach Sequence-to-Close]
    D -->|No specific tool| J[MEDDPICC Masterclass or Challenger]
    E --> K[Best for small teams]
    F --> L[Best for mid-market]
    G --> M[Enterprise, data-driven]
    H --> N[High-velocity inside sales]
    I --> O[SDR/AE teams]
    J --> P[Complex enterprise deals]
```

## FAQ
**What is a pre-built workshop template for closing techniques?**  
A downloadable facilitator kit (slides, scripts, scorecards, role-play exercises) that a RevOps leader can run with a sales team to improve close rates — no custom consulting required.

**How much do these templates cost?**  
Prices range from **free** (HubSpot, Outreach for customers) to **$4,500** (Challenger Sale). Most are between **$1,200 and $3,000** for a single-team license.

**Do I need a specific CRM or sales tool to use these?**  
Some templates (Gong, Salesloft, Outreach) require their own platform. Others (Sandler, ValueSelling, RAIN Group) are **tool-agnostic** and work with any CRM.

**How long does it take to run one of these workshops?**  
Typical duration is **2–4 hours** for a single session, though some (MEDDPICC Masterclass) are **4 hours split across two days**. All include **post-workshop tracking** exercises.

**Can I customize the templates for my industry?**  
Yes — most templates include **editable slides** and **modular role-play scenarios**. The Gong and Salesloft templates allow you to **replace generic examples with your own call recordings or sequences**.

**What results can I expect?**  
Published data from vendors shows **12–30% win-rate improvements** within 90 days, with **15–25% increases in forecast accuracy**. Actual results depend on **team adoption** and **manager reinforcement**.

## Sources
- [Gong Deal-Closing Playbook Workshop](https://www.gong.io/resources/deal-closing-playbook/)
- [Salesloft Cadence-Based Closing Workshop](https://www.salesloft.com/resources/cadence-closing-workshop/)
- [Sandler Closing the Upside-Down Workshop](https://www.sandler.com/workshops/closing-upside-down/)
- [Winning by Design MEDDPICC Masterclass](https://www.winningbydesign.com/meddpicc-masterclass/)
- [Gartner Challenger Sale Workshop](https://www.gartner.com/en/sales/challenger-sale-workshop)
- [Outreach Sequence-to-Close Workshop](https://www.outreach.io/resources/sequence-to-close/)
- [ValueSelling Close with Value Workshop](https://www.valueselling.com/workshops/close-with-value/)
- [HubSpot Closing Playbook Template](https://www.hubspot.com/sales/closing-playbook)
- [RAIN Group Closing with Confidence Workshop](https://www.rainsalestraining.com/closing-with-confidence/)
- [G2 Reviews for Sales Enablement Workshops](https://www.g2.com/categories/sales-enablement)

## Bottom Line
The **Gong Deal-Closing Playbook Workshop** is the best pre-built template for data-driven enterprise teams, while **Salesloft’s Cadence-Based Closing Workshop** offers the best value for high-velocity inside sales orgs. Choose based on your existing tool stack, team size, and whether you need **call recording analysis** (Gong) or **sequence automation** (Salesloft). All ten templates provide **ready-to-run content** that can be deployed in under a week — no custom builds required.

*Top 10 pre-built workshop templates for closing techniques ranked by ease of deployment, framework integration, and ROI evidence for B2B sales teams in 2027.*

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