Revenue

Seller

What Seller 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

01 · Discover · 2 items

Discover

How do they first hear that a problem like theirs has a name?

Seller-ops risk · 2

the seller cannot find the proof when the buyer asks

Felt by Seller

Dissatisfied

The buyer asks. The seller hunts. The moment dies.

Satisfied

Proof is where the seller already works.

Delighted

The seller answers in the same conversation.

Avoid

Proof that lives only on the website.

Mitigate

Put the current proof in the seller’s path.

Opportunity

Findability for the seller is part of discover.

Still owns: Content writer

A named way

No named way on this item yet.

attribution is theatre

Felt by Seller

Dissatisfied

Nobody trusts the number. Spend arguments never end.

Satisfied

You know enough to decide this week’s move.

Delighted

Demand and sales argue about the next test, not the past.

Avoid

A dashboard that cannot change a decision.

Mitigate

Measure what you will actually pause or keep.

Opportunity

Honesty about what you cannot know.

Still owns: Sales ops

A named way

No named way on this item yet.

02 · Evaluate · 3 items

Evaluate

How do they compare options without talking to sales yet?

Seller-ops risk · 3

they cannot tell if a person is on the other side

Felt by Seller, Sales Development Representative

Dissatisfied

They spent an hour on a conversation that cannot say yes.

Satisfied

A question only someone with a job can answer, then a named next step.

Delighted

They know a person who can decide is in it — or they stop early, without a row.

Avoid

Treating every booked hour as a qualified buyer.

Mitigate

Ask for one fact a page cannot invent: their job, their constraint, a date they own.

Opportunity

Time goes to people who can decide.

Still owns: Seller, Sales Development Representative

A named way

No named way on this item yet.

the seller opens with what they already finished reading

Felt by Seller

Dissatisfied

Twenty minutes gone before anyone says something new.

Satisfied

The first sentence refers to the page, the note, or the comparison they brought.

Delighted

They feel the seller did the same homework.

Avoid

Opening the deck from slide one every time.

Mitigate

A ready-check: what is public, what is specific to them, what we will decide.

Opportunity

Preparation is the product of the meeting.

Still owns: Seller, Application engineer

A named way

No named way on this item yet.

we have no idea who decides and influences the purchase

Felt by Seller, Sales ops

Dissatisfied

The room has one name. Legal, finance, and the blocker are still a guess.

Satisfied

A dated map: who decides, who influences, who can say no.

Delighted

Every meeting has a chair who can move the deal or explain who can.

Avoid

A champion slide with no names behind it.

Mitigate

Ask for the buying group before the second meeting.

Opportunity

The map is an ops record, not a hope.

Still owns: Seller, Sales ops

A named way

No named way on this item yet.

03 · Decide · 5 items

Decide

What helps the buying group say yes with a straight face?

Pain · 1

quote from memory

Felt by Seller

Dissatisfied

The price in the room is not the price in the system.

Satisfied

The quote matches what was said last Tuesday.

Delighted

They can send it without checking a private note.

Avoid

A number invented to keep the meeting alive.

Mitigate

Quote from the same source the contract will use.

Opportunity

Trust at signature starts in the draft.

Still owns: Seller

A named way

Seller-ops risk · 4

the new seller has never opened last year's notes

Felt by Seller

Dissatisfied

A new seller walks in cold and makes the prospect narrate.

Satisfied

The thread is open before the first meeting.

Delighted

The first meeting starts mid-conversation.

Avoid

A handover that is a calendar invite only.

Mitigate

Make last notes, last proof, and last promise required reading.

Opportunity

The company remembers so the seller does not have to.

Still owns: Seller, Sales ops

A named way

No named way on this item yet.

we have no idea who decides and influences the purchase

Felt by Seller, Sales ops

Dissatisfied

The forecast names a deal. Nobody can name who will sign or who will block.

Satisfied

Decide includes a map the manager can inspect.

Delighted

Monday's commit is only deals with a named path to yes.

Avoid

A colour on a row and a single contact.

Mitigate

No map, no commit — or the deal stays at risk.

Opportunity

Influence is pipeline hygiene.

Still owns: Seller, Sales ops

A named way

No named way on this item yet.

they cannot tell if a person is on the other side

Felt by Seller, Sales Development Representative

Dissatisfied

Commit includes a conversation that cannot sign.

Satisfied

A named person who can take a number into their group, or the deal stays out.

Delighted

Monday's forecast is only people who can say yes.

Avoid

A colour on a row with no human owner.

Mitigate

No person who can decide, no commit.

Opportunity

Decide is a person, not a thread.

Still owns: Seller, Sales ops

A named way

No named way on this item yet.

the forecast is a hope with no next step

Felt by Seller

Dissatisfied

Monday's number cannot be explained by Friday's calls.

Satisfied

Each open deal has a dated next step and an owner.

Delighted

The forecast meeting is short because the work is visible.

Avoid

A colour on a row and no conversation behind it.

Mitigate

No next step, no commit.

Opportunity

Progress is a date, not a colour.

Still owns: Sales ops, Seller

A named way

No named way on this item yet.

06 · Expand · 3 items

Expand

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

Seller-ops risk · 3

account knowledge lives in one seller's head

Felt by Seller

Dissatisfied

When that seller leaves, the account goes cold.

Satisfied

The thread is on the account, not only in one inbox.

Delighted

A new seller can brief themselves in an hour.

Avoid

Notes that never leave a personal folder.

Mitigate

Required fields: last promise, last proof, next step.

Opportunity

The company remembers so the chair can change.

Still owns: Sales ops, Seller

A named way

No named way on this item yet.

handover between two sellers is a slide dump

Felt by Seller

Dissatisfied

The new seller inherits a deck and no thread.

Satisfied

Handover is the last conversation, the last promise, and who still owns what.

Delighted

The first customer call is a continuation.

Avoid

A folder of slides with no owner.

Mitigate

A short handover the new seller must use before they book.

Opportunity

Handover is a job, not a courtesy.

Still owns: Sales ops, Seller

A named way

No named way on this item yet.

the estate lives in a spreadsheet nobody trusts

Felt by Seller

Dissatisfied

Three lists, three versions, none current.

Satisfied

One estate record the seller and success both open.

Delighted

A new seller can brief the estate in an hour.

Avoid

A personal tracker that never reaches the account.

Mitigate

Required fields: what is in, when it ends, what is next.

Opportunity

The company knows the estate so the chair can change.

Still owns: Sales ops, Success

A named way

No named way on this item yet.

SME service customer

02 · Enquire · 1 items

Enquire

Can they get a straight answer without waiting for office hours?

Seller-ops risk · 1

they cannot tell if a person is on the other side

Felt by Seller, Sales Development Representative

Dissatisfied

They chased a message that will never book a slot.

Satisfied

A reply that asks for the job, the street, a time they can hold.

Delighted

They spend the morning on people who can let them in.

Avoid

Treating every form as a Monday job.

Mitigate

One fact only a person with a house or a diary can give.

Opportunity

The book stays a book of people.

Still owns: Seller, Sales Development Representative

A named way

No named way on this item yet.

03 · Book · 3 items

Book

How frictionless is the yes — quote, slot, or kickoff?

Seller-ops risk · 3

capacity lives in one person's head

Felt by Seller

Dissatisfied

Only one person knows if Thursday is free. They are off.

Satisfied

The book is the offer. Anyone on duty can hold a slot.

Delighted

They get a date without waiting for the owner to unlock a phone.

Avoid

A diary that is not the public promise.

Mitigate

One book, visible to the people who quote.

Opportunity

Capacity is an ops record, not a memory.

Still owns: Sales ops, Seller

A named way

No named way on this item yet.

the diary and the quote disagree

Felt by Seller

Dissatisfied

You promised Thursday. The book says Friday.

Satisfied

What they paid for is what is in the diary.

Delighted

They turn up and the shop is ready.

Avoid

Two systems and a hopeful memory.

Mitigate

One source for slot, price, and scope.

Opportunity

The book is the contract.

Still owns: Sales ops, Seller

A named way

No named way on this item yet.

quote from memory

Felt by Seller

Dissatisfied

The price in the message is not the price you meant.

Satisfied

The quote matches what will be billed.

Delighted

They can pay without a correction.

Avoid

A number invented to keep the chat alive.

Mitigate

Quote from the same list the invoice uses.

Opportunity

Trust at pay starts in the draft.

Still owns: Seller

A named way

04 · Deliver · 1 items

Deliver

Does the work match what the website promised?

Seller-ops risk · 1

notes from the booking never reach the person who does the work

Felt by Seller

Dissatisfied

The maker asks the customer to start again.

Satisfied

The brief is on the job, not in a chat.

Delighted

The first visit is a continuation.

Avoid

A booking that lives only in one phone.

Mitigate

Required fields: job, promise, access, date.

Opportunity

The shop remembers so the chair can change.

Still owns: Sales ops, Success

A named way

No named way on this item yet.

SaaS product journey

02 · Try · 1 items

Try

What happens in the first session — and who helps if they stall?

Seller-ops risk · 1

they cannot tell if a person is on the other side

Felt by Seller, Sales Development Representative

Dissatisfied

The trial list is full. Nobody who can pay ever speaks.

Satisfied

A try that asks for a job only a person is doing this week.

Delighted

They call the workspaces that have a human next step.

Avoid

Counting every signup as a buyer.

Mitigate

One question a person with a team can answer; the rest can wait.

Opportunity

Pipeline is people, not signups.

Still owns: Seller, Sales Development Representative

A named way

No named way on this item yet.

04 · Subscribe · 3 items

Subscribe

What removes doubt at the paywall or upgrade?

Seller-ops risk · 3

we have no idea who decides and influences the purchase

Felt by Seller, Sales ops

Dissatisfied

The trial has users. Nobody can name who pays or who can kill the deal.

Satisfied

Subscribe includes who signs, who influences, and who was not in the try.

Delighted

Upgrade is a conversation with a map, not a surprise.

Avoid

A seat count with one champion and no upstairs path.

Mitigate

Map the group before the commercial page goes out.

Opportunity

Paywall is a buying-group job.

Still owns: Seller, Sales ops

A named way

No named way on this item yet.

quote from memory

Felt by Seller

Dissatisfied

The discount in the call is not in the cart.

Satisfied

The price they heard is the price they see.

Delighted

They pay without a correction.

Avoid

A custom number in a private note.

Mitigate

Quote from the same source checkout uses.

Opportunity

Trust at pay starts in the draft.

Still owns: Seller

A named way

the forecast is a hope with no next step

Felt by Seller

Dissatisfied

Trials in commit have no owner and no date.

Satisfied

Each converting workspace has a dated next step.

Delighted

Monday's number matches Friday's work.

Avoid

A colour on a row.

Mitigate

No next step, no commit.

Opportunity

Progress is a date.

Still owns: Sales ops

A named way

No named way on this item yet.

06 · Renew & expand · 1 items

Renew & expand

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

Seller-ops risk · 1

the estate lives in a spreadsheet nobody trusts

Felt by Seller

Dissatisfied

Three lists of seats and dates.

Satisfied

One record seller and success both open.

Delighted

A new seller can brief renew in an hour.

Avoid

A personal tracker.

Mitigate

Required: plan, seats, usage, end date, next job.

Opportunity

The company knows the estate.

Still owns: Sales ops, Success

A named way

No named way on this item yet.

Agency–client engagement

01 · Brief · 2 items

Brief

How does the real problem show up before the RFP language?

Seller-ops risk · 2

they cannot tell if a person is on the other side

Felt by Seller

Dissatisfied

They wrote a pitch for a brief nobody in the room will own.

Satisfied

A call that asks who will sit in the review, and what they must show.

Delighted

They pitch when a named person can appoint.

Avoid

Answering every inbound brief as a live buyer.

Mitigate

One owner, one date, one number they will report — or you wait.

Opportunity

New business is people who can appoint.

Still owns: Seller

A named way

No named way on this item yet.

the pitch team invents the category on Sunday night

Felt by Seller

Dissatisfied

Monday's room hears a story nobody approved.

Satisfied

Claims come from a library the team already uses.

Delighted

They can repeat you without a blush.

Avoid

Original thought under time pressure.

Mitigate

A source of truth before the late night.

Opportunity

The pitch is assembly plus judgement.

Still owns: Seller

A named way

No named way on this item yet.

02 · Propose · 2 items

Propose

Can you challenge the brief and still look like a partner?

Seller-ops risk · 2

we have no idea who decides and influences the purchase

Felt by Seller, Sales ops

Dissatisfied

The pitch lands on one marketer. The CMO and procurement are still a guess.

Satisfied

The pack names who appoints, who reports, and who can veto.

Delighted

They take you upstairs without rewriting you.

Avoid

A capabilities deck with no org map.

Mitigate

Ask who must say yes before you quote the fee.

Opportunity

Propose is a map, not only a price.

Still owns: Seller

A named way

No named way on this item yet.

quote from memory

Felt by Seller

Dissatisfied

The fee in the room is not the fee in the paper.

Satisfied

The number matches what delivery will run.

Delighted

They sign without a correction.

Avoid

A heroic discount to close Friday.

Mitigate

Quote from the rate card delivery uses.

Opportunity

Margin starts in the draft.

Still owns: Seller

A named way

06 · Retain · 1 items

Retain

Why would they brief you again without a pitch?

Seller-ops risk · 1

the estate lives in a spreadsheet nobody trusts

Felt by Seller

Dissatisfied

Nobody can say what ran, what worked, what is next.

Satisfied

One record of programmes, scores, and dates.

Delighted

A new lead can brief the year in an hour.

Avoid

A personal tracker.

Mitigate

Required: last outcome, last proof, next brief.

Opportunity

The agency remembers.

Still owns: Sales ops, Success

A named way

No named way on this item yet.

Partner & channel revenue

06 · Grow · 1 items

Grow

Who sourced or influenced the revenue — and who is dormant?

Seller-ops risk · 1

the forecast is a hope with no next step

Felt by Seller

Dissatisfied

Partner pipeline is a colour.

Satisfied

Each registered deal has a dated next step.

Delighted

Monday's number matches Friday's work.

Avoid

A roll-up with no conversations.

Mitigate

No next step, no commit.

Opportunity

Progress is a date.

Still owns: Sales ops

A named way

No named way on this item yet.