In the market

Customer

What Customer feels is stuck, and who still owns it.

How it lands for this chair

The same list. Only what they feel.

Rows from the sale inventory where this chair is named. Not a second catalogue.

B2B complex sale

04 · Onboard · 5 items

Onboard

How do they reach first value before enthusiasm fades?

Pain · 2

first value never arrives

Felt by Customer

Dissatisfied

The contract is signed. Nothing useful happens.

Satisfied

They hit one promised win before the enthusiasm fades.

Delighted

They can show that win to the person who paid.

Avoid

A kickoff that is only a welcome slide.

Mitigate

Name first value, the date, and who still owns it.

Opportunity

Onboard is a result, not a meeting.

Still owns: Success, Seller

A named way

No named way on this item yet.

nobody owns the next step

Felt by Customer

Dissatisfied

They asked how to start and heard a shared inbox.

Satisfied

A named person and a dated first action.

Delighted

They know who to ping without hunting.

Avoid

A portal with no owner.

Mitigate

One next step on the kickoff note.

Opportunity

The week after signature is still a sale.

Still owns: Success

A named way

Customer risk · 2

they invited the wrong people to kickoff

Felt by Customer

Dissatisfied

The room cannot do the work the deal assumed.

Satisfied

The people who will use it are in the first hour.

Delighted

Adoption starts in the room that showed up.

Avoid

A kickoff of sponsors only.

Mitigate

Seller and success agree the cast before the date.

Opportunity

The right chairs are a kickoff artefact.

Still owns: Success, Seller

A named way

No named way on this item yet.

the person who sold it is not the person who shows up

Felt by Customer

Dissatisfied

A stranger asks them to start again at kickoff.

Satisfied

Success arrives already knowing the promise.

Delighted

They barely notice the chair changed.

Avoid

A throw-over-the-wall from sell to care.

Mitigate

Handover is the last promise, the estate, and the first win.

Opportunity

The company is the relationship.

Still owns: Seller, Success

A named way

No named way on this item yet.

Opportunity · 1

a first win they can show their boss this month

Felt by Customer

Dissatisfied

They have a tool and no story for the person who signed.

Satisfied

One result they can forward internally.

Delighted

The champion looks right for having chosen you.

Avoid

A long programme with no early proof.

Mitigate

Design one visible win into the first weeks.

Opportunity

Internal proof is how onboard sticks.

Still owns: Success

A named way

No named way on this item yet.

05 · Adopt · 4 items

Adopt

What keeps the product or service in weekly use?

Pain · 2

they start the relationship from scratch every year

Felt by Customer

Dissatisfied

A new name asks them to tell the story again.

Satisfied

The new seller arrives already knowing last year.

Delighted

They barely notice the chair changed.

Avoid

A territory reset with no account memory.

Mitigate

Notes, proof, and next step travel with the account, not the person.

Opportunity

The company is the relationship, not one seller.

Still owns: Seller, Success

A named way

No named way on this item yet.

nobody knows what is already installed, or where it sits in the lifecycle

Felt by Customer

Dissatisfied

They have to recap what they already run, and when it expires.

Satisfied

The seller can name the estate and where each piece sits.

Delighted

Care starts from what is actually running.

Avoid

A success motion that never opens the install list.

Mitigate

Keep install base, contract dates, and next lifecycle step on the account.

Opportunity

The year is easier when the estate is known.

Still owns: Seller, Success

A named way

No named way on this item yet.

Customer risk · 2

nobody owns the relationship across the year

Felt by Customer

Dissatisfied

After kickoff, the account has no named person.

Satisfied

Someone is accountable between Q1 and renew.

Delighted

They know who to call without hunting.

Avoid

A success motion that is only a ticket queue.

Mitigate

Name the owner of the year, not only the deal.

Opportunity

Continuity is a chair, not a hope.

Still owns: Success, Seller

A named way

No named way on this item yet.

context dies when the seller leaves

Felt by Customer

Dissatisfied

When the seller leaves, last year's promises leave with them.

Satisfied

What was promised is written and still findable.

Delighted

The next person can finish the sentence.

Avoid

Account knowledge that lives only in one head.

Mitigate

Keep the thread on the account, not in a leaving seller's inbox.

Opportunity

They should not have to be the company's memory.

Still owns: Sales ops, Seller

A named way

No named way on this item yet.

06 · Expand · 8 items

Expand

When is it honest to offer more — and through which surface?

Pain · 2

they start the relationship from scratch every year

Felt by Customer

Dissatisfied

A new name asks them to tell the story again.

Satisfied

The new seller arrives already knowing last year.

Delighted

They barely notice the chair changed.

Avoid

A territory reset with no account memory.

Mitigate

Notes, proof, and next step travel with the account, not the person.

Opportunity

The company is the relationship, not one seller.

Still owns: Seller, Success

A named way

No named way on this item yet.

nobody knows what is already installed, or where it sits in the lifecycle

Felt by Customer

Dissatisfied

They have to recap what they already run, and when it expires.

Satisfied

The seller can name the estate and where each piece sits.

Delighted

The next conversation starts from what is actually running.

Avoid

An expand pitch that treats the account as a blank page.

Mitigate

Keep install base, contract dates, and next lifecycle step on the account.

Opportunity

Knowing the estate is how expand stays honest.

Still owns: Seller, Success

A named way

No named way on this item yet.

Customer risk · 4

they have to re-explain the account to a new person

Felt by Customer

Dissatisfied

January is a history lesson they did not ask to give.

Satisfied

The new seller already knows the last year.

Delighted

They only have to say what changed.

Avoid

A new seller who opens with “tell me about you”.

Mitigate

Brief the new seller before they book the first call.

Opportunity

The customer should not be the onboarding kit.

Still owns: Seller

A named way

No named way on this item yet.

the next seller does not know what was promised

Felt by Customer

Dissatisfied

They hear a new story that contradicts last year's yes.

Satisfied

The next seller can name the last promise.

Delighted

Expand starts from what was already true.

Avoid

A new plan that ignores the last contract.

Mitigate

Write the promise where the next seller will open it.

Opportunity

Trust survives a chair change.

Still owns: Seller, Success

A named way

No named way on this item yet.

they propose something the client already runs

Felt by Customer

Dissatisfied

The pitch names a product they have had for years.

Satisfied

The offer starts from what is live, then what is missing.

Delighted

They feel the seller did the homework.

Avoid

A catalogue walk-through with no estate check.

Mitigate

Open the install list before the first expand slide.

Opportunity

Not selling them what they already paid for.

Still owns: Seller

A named way

No named way on this item yet.

they miss the renewal or end-of-life window

Felt by Customer

Dissatisfied

The contract lapses, or a product dies, and nobody called.

Satisfied

Someone names the date before the date names them.

Delighted

The next step arrives while there is still time.

Avoid

Lifecycle dates that live only in finance.

Mitigate

A dated next step on every installed piece.

Opportunity

Timing is part of care, not a surprise invoice.

Still owns: Success, Seller

A named way

No named way on this item yet.

Opportunity · 2

they barely notice the chair changed

Felt by Customer

Dissatisfied

Every new seller is a reset.

Satisfied

The next conversation continues last year's.

Delighted

They feel one company, not a revolving door.

Avoid

Introducing a stranger as if it were a first meeting.

Mitigate

Hand over context before the customer meets the new name.

Opportunity

Continuity is the offer at expand.

Still owns: Seller, Success

A named way

No named way on this item yet.

expand from what is actually running

Felt by Customer

Dissatisfied

Every expand is a new first meeting.

Satisfied

The next offer sits next to the live estate.

Delighted

They recognise their own world in the proposal.

Avoid

A generic upsell deck.

Mitigate

Map the estate, then name one honest next piece.

Opportunity

The install base is the brief.

Still owns: Seller, Success

A named way

No named way on this item yet.

07 · Advocate · 4 items

Advocate

Where can a happy customer say something true in public?

Pain · 1

they are asked for a review before they felt value

Felt by Customer

Dissatisfied

The ask arrives while they are still waiting for the first win.

Satisfied

The ask comes after a result they recognise.

Delighted

They write it because it is true, not because they were nudged.

Avoid

A logo request in week two.

Mitigate

Ask after a named win, not after a kickoff.

Opportunity

A review is a gift, not a KPI raid.

Still owns: Success

A named way

No named way on this item yet.

Customer risk · 1

they would recommend you and have no place to do it

Felt by Customer

Dissatisfied

They tell a colleague in a corridor and it dies there.

Satisfied

A short, honest door when they are ready.

Delighted

A peer finds you through their sentence.

Avoid

Hiding the ask until a campaign.

Mitigate

One place to say something true, in their words.

Opportunity

Advocacy is a door, not a drip.

Still owns: Success, Marketer

A named way

No named way on this item yet.

Opportunity · 2

a true sentence they can say in their own name

Felt by Customer

Dissatisfied

The only public line is a slogan they would not sign.

Satisfied

They can post or send a sentence that is theirs.

Delighted

A peer quotes them, not you.

Avoid

A drafted testimonial they must water down.

Mitigate

Offer a prompt, not a paragraph to approve.

Opportunity

Their words travel further than yours.

Still owns: Success, Content writer

A named way

No named way on this item yet.

they bring a peer without being asked

Felt by Customer

Dissatisfied

Every introduction has to be extracted.

Satisfied

They open a door because the work earned it.

Delighted

A new buying group arrives already warm.

Avoid

A referral scheme that feels like a bounty.

Mitigate

Make introducing a peer easy and un-salesy.

Opportunity

The quiet pipeline is a customer who is proud.

Still owns: Seller, Success

A named way

No named way on this item yet.

SME service customer

04 · Deliver · 4 items

Deliver

Does the work match what the website promised?

Pain · 1

the work does not match what the site promised

Felt by Customer

Dissatisfied

They paid for the page. They received something thinner.

Satisfied

The work is the sentence they booked.

Delighted

They would send the same page to a neighbour.

Avoid

Selling the best version and delivering the tired one.

Mitigate

The person who does the work sees the public claim.

Opportunity

Delivery is the brand.

Still owns: Seller, Success

A named way

No named way on this item yet.

Customer risk · 2

they have to chase for an update

Felt by Customer

Dissatisfied

Silence feels like a stall.

Satisfied

They see progress without asking.

Delighted

They relax because the shop is visibly on it.

Avoid

A start date and then a void.

Mitigate

One short update at the moments you already know.

Opportunity

Quiet competence is a message.

Still owns: Success

A named way

No named way on this item yet.

a different person turns up

Felt by Customer

Dissatisfied

They prepared for one name and met another.

Satisfied

They were told, and the new person already knows the job.

Delighted

They barely notice the chair changed.

Avoid

A swap with no warning and no notes.

Mitigate

Tell them, and brief the person who arrives.

Opportunity

The shop is the relationship.

Still owns: Success

A named way

No named way on this item yet.

Opportunity · 1

they know what done looks like before you start

Felt by Customer

Dissatisfied

Done is a surprise argument.

Satisfied

Done was written on the quote.

Delighted

Handover is calm because the picture matched.

Avoid

A vague scope and a smile.

Mitigate

Three checks that mean finished.

Opportunity

Clarity is how you get paid without a row.

Still owns: Seller

A named way

No named way on this item yet.

05 · Care · 4 items

Care

When something is off, how fast do they feel heard?

Pain · 1

ticket pile, no takeover

Felt by Customer

Dissatisfied

They wait, and nobody takes the message.

Satisfied

An answer or a clean escalation the same day.

Delighted

They feel heard before they regret writing.

Avoid

A pile with no owner.

Mitigate

Resolve what you can, name who has it.

Opportunity

Care after the job is why they return.

Still owns: Support

A named way

Customer risk · 2

they only hear from you when something is wrong

Felt by Customer

Dissatisfied

The relationship is a complaint channel.

Satisfied

A small, useful note while the work is still warm.

Delighted

They feel looked after, not billed.

Avoid

Silence until the invoice.

Mitigate

One check-in that is not a sell.

Opportunity

Care is a habit, not a ticket.

Still owns: Success

A named way

No named way on this item yet.

a bill they do not recognise

Felt by Customer

Dissatisfied

The invoice tells a different story to the quote.

Satisfied

The line items match what they agreed.

Delighted

They pay without a call.

Avoid

Extras added in language they never saw.

Mitigate

If the scope moved, say so before the bill.

Opportunity

The invoice is a trust test.

Still owns: Sales ops

A named way

No named way on this item yet.

Opportunity · 1

a small fix before it becomes a complaint

Felt by Customer

Dissatisfied

They only write when they are already angry.

Satisfied

You notice the snag and offer the fix.

Delighted

They tell a neighbour you sorted it without drama.

Avoid

Waiting for the one-star review.

Mitigate

A simple after-job check.

Opportunity

Prevention is the quiet review.

Still owns: Support

A named way

No named way on this item yet.

06 · Repeat · 4 items

Repeat

What makes coming back easier than finding someone new?

Pain · 1

coming back is as hard as finding someone new

Felt by Customer

Dissatisfied

They would use you again and cannot remember how.

Satisfied

The next booking starts from last time.

Delighted

They book in two taps because you still know them.

Avoid

Treating every return as a new lead.

Mitigate

A return door that already has their last job.

Opportunity

Repeat is a product, not luck.

Still owns: Marketer, Success

A named way

No named way on this item yet.

Customer risk · 2

they cannot remember what you did last time

Felt by Customer

Dissatisfied

They have to reconstruct the job to ask for the next one.

Satisfied

You can name last year's work for them.

Delighted

They feel known.

Avoid

A CRM that is only an email.

Mitigate

Keep the last job on the account.

Opportunity

Memory is the reason they do not shop again.

Still owns: Success

A named way

No named way on this item yet.

you only appear when you want another job

Felt by Customer

Dissatisfied

Every note is an upsell.

Satisfied

A useful note, then an easy door back.

Delighted

They open you because you were useful last time.

Avoid

A drip of offers with no care.

Mitigate

Earn the open, then offer the slot.

Opportunity

Repeat is earned between jobs.

Still owns: Marketer

A named way

No named way on this item yet.

Opportunity · 1

they send a neighbour without rewriting the story

Felt by Customer

Dissatisfied

They would recommend you and have no clean way.

Satisfied

A short, honest note they can pass on.

Delighted

A new job arrives already warm.

Avoid

Asking for a public review before they have a sentence.

Mitigate

Offer a line they can send, after a good job.

Opportunity

Local growth is a forwarded text.

Still owns: Success

A named way

No named way on this item yet.

SaaS product journey

03 · Activate · 4 items

Activate

What is first value, and how do you know they hit it?

Pain · 1

they never hit first value

Felt by Customer

Dissatisfied

Seats are live. Nothing useful has happened.

Satisfied

They complete the one job you promised.

Delighted

They can show that job to the person who invited them.

Avoid

A checklist of features.

Mitigate

Name first value and watch for it.

Opportunity

Activation is a result.

Still owns: Success

A named way

No named way on this item yet.

Customer risk · 2

they invited the wrong people

Felt by Customer

Dissatisfied

The workspace fills with spectators.

Satisfied

The people who do the job are in first.

Delighted

Weekly use starts in the right chairs.

Avoid

A launch all-hands and no operators.

Mitigate

Success and the champion agree the first cast.

Opportunity

The invite list is a product decision.

Still owns: Success

A named way

No named way on this item yet.

only one person knows how it works

Felt by Customer

Dissatisfied

When they are off, the workspace dies.

Satisfied

A second person can finish the job.

Delighted

The company owns the habit, not one fan.

Avoid

A hero user and no backup.

Mitigate

Pair the champion with one deputy early.

Opportunity

Adoption survives a holiday.

Still owns: Success

A named way

No named way on this item yet.

Opportunity · 1

the job shows up in their week without a nudge

Felt by Customer

Dissatisfied

They only return when you email.

Satisfied

The work they already do opens you.

Delighted

You are in the week, not on a campaign.

Avoid

Nudge mail as the product.

Mitigate

Put the aha inside a job they repeat.

Opportunity

Habit is the activation goal.

Still owns: Success

A named way

No named way on this item yet.

04 · Subscribe · 2 items

Subscribe

What removes doubt at the paywall or upgrade?

Customer risk · 1

they pay for seats nobody will use

Felt by Customer

Dissatisfied

The order looks big. The week stays empty.

Satisfied

They start with the chairs who already got value.

Delighted

The bill matches the habit.

Avoid

Selling volume before activation.

Mitigate

Price the path they walked, then grow.

Opportunity

Honest seats survive renewal.

Still owns: Seller, Success

A named way

No named way on this item yet.

Opportunity · 1

they upgrade because the next job is already visible

Felt by Customer

Dissatisfied

Every upgrade is a cold conversation.

Satisfied

The limit they hit is named, with a next step.

Delighted

They ask to pay because the work is stuck.

Avoid

A generic upgrade banner.

Mitigate

Trigger the ask from a real limit, not a calendar.

Opportunity

Expansion starts in the product.

Still owns: Seller, Success

A named way

No named way on this item yet.

05 · Use · 4 items

Use

How do they get unstuck without opening a ticket they will regret?

Pain · 2

they cannot get unstuck without a ticket they will regret

Felt by Customer

Dissatisfied

The job stops. Help looks like a queue.

Satisfied

They get free in the product, or a clean human.

Delighted

They stay in the week, not in a portal.

Avoid

A help centre that answers a different product.

Mitigate

Answers next to the stall, in brand voice.

Opportunity

Unstuck is the weekly product.

Still owns: Support

A named way

No named way on this item yet.

ticket pile, no takeover

Felt by Customer

Dissatisfied

They wait, and nobody takes the ticket.

Satisfied

An answer or a clean escalation, consistent with policy.

Delighted

They feel heard before they regret opening it.

Avoid

A pile with no owner.

Mitigate

Resolve, escalate, keep answers consistent.

Opportunity

Care after subscribe is why they stay.

Still owns: Support

A named way

Customer risk · 1

they quietly stop and you call it healthy

Felt by Customer

Dissatisfied

The seat is paid. The job moved elsewhere.

Satisfied

Someone notices the stall while there is still time.

Delighted

They come back because you reached them with their own work.

Avoid

Health as logins.

Mitigate

Watch the job, not only the session.

Opportunity

Silence is a risk, not a green row.

Still owns: Success

A named way

No named way on this item yet.

Opportunity · 1

they get unstuck without leaving the job

Felt by Customer

Dissatisfied

Every snag is a context switch.

Satisfied

Help arrives where they already are.

Delighted

They finish the job the same hour.

Avoid

A new tab and a ticket form.

Mitigate

Put the known answers on the known stalls.

Opportunity

Time-to-unstuck is a product metric.

Still owns: Support, Success

A named way

No named way on this item yet.

06 · Renew & expand · 4 items

Renew & expand

Is expansion earned in the product, or only in a QBR?

Pain · 1

nobody knows what is already installed, or where it sits in the lifecycle

Felt by Customer

Dissatisfied

They have to recap seats, plans, and what expires.

Satisfied

The seller can name the estate and the dates.

Delighted

Renew starts from what is actually running.

Avoid

A blank-page commercial conversation.

Mitigate

Keep plan, seats, usage, and dates on the account.

Opportunity

Knowing the estate is how renew stays honest.

Still owns: Seller, Success

A named way

No named way on this item yet.

Customer risk · 2

expansion is only a QBR, never earned in the product

Felt by Customer

Dissatisfied

The only upsell is a meeting they dread.

Satisfied

The next plan is visible where they work.

Delighted

They expand because the next job is stuck.

Avoid

A quarterly hunt for budget.

Mitigate

Earn the ask in use, then confirm in the room.

Opportunity

The QBR confirms; it does not invent.

Still owns: Seller, Success

A named way

No named way on this item yet.

finance cannot see why this is worth another year

Felt by Customer

Dissatisfied

The champion has a feeling. The bill has a shock.

Satisfied

A one-page story of jobs done and money at risk.

Delighted

Finance signs because the year is visible.

Avoid

Usage they cannot translate.

Mitigate

Write the renew pack in finance language.

Opportunity

Renew is an internal sale you must resource.

Still owns: Success, Seller

A named way

No named way on this item yet.

Opportunity · 1

they add a seat because the work already spilled over

Felt by Customer

Dissatisfied

Every extra seat is a cold pitch.

Satisfied

The limit they hit is the offer.

Delighted

They add because the week demands it.

Avoid

A campaign of unused features.

Mitigate

Sell the overflow, not the catalogue.

Opportunity

Expansion is a traffic jam you can name.

Still owns: Seller

A named way

No named way on this item yet.

Agency–client engagement

03 · Kickoff · 5 items

Kickoff

How do you lock outcomes, not just a scope PDF?

Pain · 1

kickoff locks a PDF, not an outcome

Felt by Customer

Dissatisfied

Everyone signs a task list. Nobody owns the result.

Satisfied

The first hour names the number you will move.

Delighted

The team can refuse work that does not serve it.

Avoid

A scope walkthrough.

Mitigate

Outcome, date, and who still owns it, on one page.

Opportunity

Kickoff is a contract for progress.

Still owns: Success, Seller

A named way

No named way on this item yet.

Customer risk · 2

they invited the wrong people to kickoff

Felt by Customer

Dissatisfied

Sponsors only. The operators are missing.

Satisfied

The people who will live with the work are in the room.

Delighted

Delivery starts with the chairs who can say yes mid-flight.

Avoid

A ceremonial start.

Mitigate

Agree the cast before the date.

Opportunity

The right chairs are a kickoff artefact.

Still owns: Success

A named way

No named way on this item yet.

the wishlist returns on day one

Felt by Customer

Dissatisfied

The rejected tactics come back as 'quick adds'.

Satisfied

The outcome page is the filter.

Delighted

They feel protected from their own list.

Avoid

Being helpful by saying yes.

Mitigate

Point at the score you locked.

Opportunity

A good no is care.

Still owns: Seller, Success

A named way

No named way on this item yet.

Opportunity · 1

they leave with a score they will use in their own meeting

Felt by Customer

Dissatisfied

They still do not know how they will report you.

Satisfied

One measure both sides will open every week.

Delighted

Their CMO update is already drafted.

Avoid

A vague 'we will look at performance'.

Mitigate

Pick the number in the room, write it down.

Opportunity

Their reporting job is your design problem.

Still owns: Success

A named way

No named way on this item yet.

Seller-ops risk · 1

the person who sold it is not the person who shows up

Felt by Customer

Dissatisfied

A stranger asks them to start again.

Satisfied

Delivery arrives already knowing the promise.

Delighted

They barely notice the chair changed.

Avoid

A throw-over-the-wall from pitch to studio.

Mitigate

Handover is the outcome, the constraints, and the first proof.

Opportunity

The agency is the relationship.

Still owns: Seller, Success

A named way

No named way on this item yet.

04 · Deliver · 4 items

Deliver

Where does work get reviewed so nobody is surprised?

Pain · 1

they see the work first in the review

Felt by Customer

Dissatisfied

The room is a verdict, not a conversation.

Satisfied

They have seen a draft in time to steer.

Delighted

The review is short because there are no shocks.

Avoid

A big reveal culture.

Mitigate

A working surface they can open mid-flight.

Opportunity

No surprise is the quality bar.

Still owns: Creative, Success

A named way

No named way on this item yet.

Customer risk · 2

the work does not look like the brand they hired

Felt by Customer

Dissatisfied

Pretty, and not theirs.

Satisfied

The kit and the claim hold.

Delighted

They can put it in front of their CMO without a blush.

Avoid

A late-night original that skipped the kit.

Mitigate

A human check against the kit before the review.

Opportunity

On-brand is a delivery job.

Still owns: Creative

A named way

No named way on this item yet.

they are asked to approve channels, not outcomes

Felt by Customer

Dissatisfied

The week is a media plan they cannot explain upstairs.

Satisfied

Every ask ties back to the score from kickoff.

Delighted

They can refuse a tactic without a fight.

Avoid

A menu of placements.

Mitigate

Lead with the number, then the means.

Opportunity

Tactics serve the brief you locked.

Still owns: Media ops, Marketer

A named way

No named way on this item yet.

Opportunity · 1

the client marketer looks good in their own meeting

Felt by Customer

Dissatisfied

They spend the review defending you.

Satisfied

They have a progress line they can say upstairs.

Delighted

They bring you into the next brief unasked.

Avoid

Reporting that only the agency understands.

Mitigate

Give them the sentence for their CMO.

Opportunity

Their career is part of the engagement.

Still owns: Success

A named way

No named way on this item yet.

05 · Measure · 4 items

Measure

What evidence do you bring that this moved a business number?

Pain · 1

the report is theatre

Felt by Customer

Dissatisfied

Numbers nobody will use in a decision.

Satisfied

One number that can change next week's work.

Delighted

They argue about the next test, not the past.

Avoid

A dashboard of impressions.

Mitigate

Measure what you will pause or keep.

Opportunity

Honesty about what you cannot know.

Still owns: Sales ops, Success

A named way

No named way on this item yet.

Customer risk · 2

they cannot show their CMO a business number

Felt by Customer

Dissatisfied

The only story is clicks.

Satisfied

A line that connects spend to the job they hired you for.

Delighted

The CMO meeting is shorter and kinder.

Avoid

Hiding in channel metrics.

Mitigate

Write the CMO page first, then the dashboard.

Opportunity

Their reporting job is the product.

Still owns: Success

A named way

No named way on this item yet.

finance heard a different story to marketing

Felt by Customer

Dissatisfied

Two numbers, one relationship at risk.

Satisfied

One commercial line both rooms use.

Delighted

They look aligned upstairs.

Avoid

A marketing pack and a silent invoice.

Mitigate

The measure page and the bill tell the same story.

Opportunity

One story is how you are retained.

Still owns: Success, Seller

A named way

No named way on this item yet.

Opportunity · 1

the meeting is about the next test

Felt by Customer

Dissatisfied

Every review is a defence of last month.

Satisfied

You arrive with one proposed move.

Delighted

They keep you because you decide, not because you report.

Avoid

A backward-looking pack.

Mitigate

End every measure with a dated next test.

Opportunity

Progress is a decision.

Still owns: Success

A named way

No named way on this item yet.

06 · Retain · 4 items

Retain

Why would they brief you again without a pitch?

Pain · 1

they make you re-pitch every year as if you were new

Felt by Customer

Dissatisfied

January is a beauty parade you already won.

Satisfied

The year is visible, so the next brief is natural.

Delighted

They brief you without a contest.

Avoid

Treating retain as a new sale with no memory.

Mitigate

Keep outcome, proof, and next brief on the account.

Opportunity

The relationship is the pitch.

Still owns: Seller, Success

A named way

No named way on this item yet.

Customer risk · 2

nobody owns the relationship across the year

Felt by Customer

Dissatisfied

After the campaign, the account has no named person.

Satisfied

Someone is accountable between bursts.

Delighted

They know who to call.

Avoid

A project that ends and a void.

Mitigate

Name the owner of the year.

Opportunity

Continuity is a chair.

Still owns: Success

A named way

No named way on this item yet.

the retainer bill arrives without a story

Felt by Customer

Dissatisfied

They only notice you when finance does.

Satisfied

The bill and the year tell the same story.

Delighted

They renew because the story is already written.

Avoid

A silent invoice.

Mitigate

A one-page year next to the ask.

Opportunity

Money is easier when progress is visible.

Still owns: Sales ops, Success

A named way

No named way on this item yet.

Opportunity · 1

the next brief arrives without a pitch

Felt by Customer

Dissatisfied

Every new job is a contest.

Satisfied

They send the next problem because last year worked.

Delighted

You are in the room before the RFP exists.

Avoid

Waiting to be invited to pitch.

Mitigate

Leave them with a next-problem question.

Opportunity

Retain is an open brief.

Still owns: Success

A named way

No named way on this item yet.

Ecommerce & retail digital

04 · Receive · 4 items

Receive

Does delivery and unboxing match the ad they clicked?

Pain · 1

the box is not the ad they clicked

Felt by Customer

Dissatisfied

Unboxing is a disappointment.

Satisfied

What arrived is what they were shown.

Delighted

They would post the unboxing without a wince.

Avoid

A campaign that outran the SKU.

Mitigate

The receive photo is a check on the ad.

Opportunity

Delivery is the second ad.

Still owns: Creative, Success

A named way

No named way on this item yet.

Customer risk · 2

they do not know where the order is

Felt by Customer

Dissatisfied

Silence after pay feels like a scam.

Satisfied

A dated, honest status they did not have to chase.

Delighted

They relax because the shop is visibly on it.

Avoid

A generic 'it is on its way'.

Mitigate

One status they can trust, updated.

Opportunity

Tracking is care.

Still owns: Support

A named way

No named way on this item yet.

they open the wrong item and have no easy next step

Felt by Customer

Dissatisfied

Anger, then a maze.

Satisfied

A named, fast path for wrong item.

Delighted

They stay because you sorted it without a fight.

Avoid

A policy buried in a footer.

Mitigate

The path is next to the order.

Opportunity

A clean recovery is a second chance.

Still owns: Support

A named way

No named way on this item yet.

Opportunity · 1

they know what to do with it the hour it arrives

Felt by Customer

Dissatisfied

The thing sits in the box.

Satisfied

A short start that matches the SKU they bought.

Delighted

They get the result they paid for the same day.

Avoid

A generic thank-you.

Mitigate

A first-use note tied to the line item.

Opportunity

Receive is onboard for a product.

Still owns: Success

A named way

No named way on this item yet.

05 · Care · 4 items

Care

Returns, defects, ‘where is my order’ — who answers at 21:00?

Pain · 1

ticket pile, no takeover

Felt by Customer

Dissatisfied

They wait at 21:00 and nobody takes it.

Satisfied

An answer or a clean escalation, consistent with policy.

Delighted

They feel heard before they regret the order.

Avoid

A pile with no owner.

Mitigate

Resolve, escalate, keep answers consistent.

Opportunity

Night-time care is the brand.

Still owns: Support

A named way

Customer risk · 2

the return is harder than the buy

Felt by Customer

Dissatisfied

They will not order again. The last mile was the return.

Satisfied

A return they can start without a hunt.

Delighted

They tell a friend the shop made it easy.

Avoid

A policy that only exists as a threat.

Mitigate

Start the return from the order, not a form odyssey.

Opportunity

Returns are part of the product.

Still owns: Support

A named way

No named way on this item yet.

the refund is promised and then silent

Felt by Customer

Dissatisfied

They watch the statement and lose trust.

Satisfied

A dated refund they can see.

Delighted

They reorder because money behaved.

Avoid

A verbal yes and a slow finance queue.

Mitigate

Promise only what the ledger will do, then do it.

Opportunity

Money is the last care test.

Still owns: Sales ops, Support

A named way

No named way on this item yet.

Opportunity · 1

a fair fix makes them order again

Felt by Customer

Dissatisfied

A defect ends the relationship.

Satisfied

The fix is faster than their anger.

Delighted

They reorder because you were decent.

Avoid

Winning the argument.

Mitigate

A clear remedy, then a reason to stay.

Opportunity

Care is acquisition for the second order.

Still owns: Support

A named way

No named way on this item yet.

06 · Reorder · 4 items

Reorder

What makes the second order easier than the first?

Pain · 1

the second order is as hard as the first

Felt by Customer

Dissatisfied

They would buy again and cannot find the last SKU.

Satisfied

The last order is a door, not a hunt.

Delighted

They repeat in two taps.

Avoid

Treating every visit as a stranger.

Mitigate

A return path that already knows the last SKU.

Opportunity

Reorder is a product.

Still owns: Marketer

A named way

No named way on this item yet.

Customer risk · 2

you only appear with a discount

Felt by Customer

Dissatisfied

Every note trains them to wait.

Satisfied

A useful note, then an easy door back.

Delighted

They open you because last time was easy.

Avoid

A drip of codes.

Mitigate

Earn the open with the last order, then offer.

Opportunity

Repeat is not a coupon.

Still owns: Marketer

A named way

No named way on this item yet.

they cannot reorder without recovering an account they never wanted

Felt by Customer

Dissatisfied

The club you forced now blocks the repeat.

Satisfied

Guest orders can still come back.

Delighted

They repeat because it is easy, then maybe join.

Avoid

An account wall on the second buy.

Mitigate

Remember the order, not only the login.

Opportunity

The order is the identity that matters.

Still owns: Marketer

A named way

No named way on this item yet.

Opportunity · 1

they know when to come back for the thing that runs out

Felt by Customer

Dissatisfied

They forget. A competitor is closer.

Satisfied

A timely, specific nudge for that SKU.

Delighted

The second order feels expected.

Avoid

A generic newsletter.

Mitigate

Time the note to the life of the product.

Opportunity

Lifecycle is a reorder job.

Still owns: Success, Marketer

A named way

No named way on this item yet.