A play · one sale type

B2B complex sale

A buying group discovers a category, evaluates vendors, and only later becomes a customer who expands or leaves.

Long cycle, many stakeholders, high trust.

The play

Scan the list. Open one.

01 · Discover · 44 items

Discover

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

Pain · 12

visitor leaves unanswered

Felt by Visitor

Dissatisfied

They leave with the same question they arrived with.

Satisfied

They understand the offer and see one clear next step.

Delighted

The page answers as the company would, and they feel expected.

Avoid

A brochure that cannot answer a real question.

Mitigate

Governed answers on the page, brand voice, and a named handoff.

Opportunity

The first useful conversation happens before they hunt for a form.

Still owns: Marketer

the problem has no name yet

Felt by Visitor

Dissatisfied

They feel a mess. They do not yet have a word for it.

Satisfied

A page or talk gives the mess a name they can repeat.

Delighted

They use that name with a colleague the same week.

Avoid

Category language only the vendor uses.

Mitigate

Name the job in the words they already say.

Opportunity

You become the person who made the problem discussable.

Still owns: Content writer

A named way

No named way on this item yet.

the first page is about us, not their job

Felt by Visitor

Dissatisfied

They meet a company story when they needed a job story.

Satisfied

The first screen is about their situation.

Delighted

They feel seen before they feel sold to.

Avoid

A hero line that only names the vendor.

Mitigate

Lead with the job, then the offer.

Opportunity

They forward the page because it explains them, not you.

Still owns: Marketer

A named way

No named way on this item yet.

too much information, they are lost before they engage

Felt by Visitor

Dissatisfied

They drown in claims and never start.

Satisfied

One question, one answer, one next step.

Delighted

The page feels like a person who already knew what mattered.

Avoid

A first surface that tries to say everything.

Mitigate

One conversation, one next step, the rest on demand.

Opportunity

Less on the page is how they begin.

Still owns: Marketer

claim without proof

Felt by Visitor, Prospect

Dissatisfied

They hear a claim they cannot show anyone else.

Satisfied

There is a proof they can replay.

Delighted

They take that proof into their own buying group.

Avoid

Asking them to trust the brochure.

Mitigate

A short proof they can open without a meeting.

Opportunity

Proof does the first meeting’s work.

Still owns: Seller

A named way

No named way on this item yet.

the ad and the page disagree

Felt by Visitor

Dissatisfied

They click a promise and land on a different one.

Satisfied

The page continues the sentence the ad started.

Delighted

The path from ad to page feels like one company.

Avoid

A campaign that launches before the page is ready.

Mitigate

One claim, one page, one next step.

Opportunity

Paid attention becomes a conversation, not a bounce.

Still owns: Creative, Marketer

A named way

No named way on this item yet.

they cannot find a next step

Felt by Visitor

Dissatisfied

They liked it, then did not know what to do.

Satisfied

One obvious next step, in the same voice.

Delighted

The next step feels expected, not like a trap.

Avoid

Five competing buttons and no owner.

Mitigate

One ask, named, above the fold and at the end.

Opportunity

Raising a hand is easy enough to do the same day.

Still owns: Marketer

A named way

No named way on this item yet.

the recap never reaches the people who missed the event

Felt by Visitor

Dissatisfied

The room was useful. Everyone else hears nothing.

Satisfied

A recap the champion can send without rewriting.

Delighted

Missing the live hour is not missing the idea.

Avoid

A webinar that dies in the replay library.

Mitigate

A one-page recap with the next step attached.

Opportunity

The event becomes a reason to talk, not a booth.

Still owns: Marketer

A named way

No named way on this item yet.

search describes a different company

Felt by Visitor

Dissatisfied

They look for the job and find a competitor’s words.

Satisfied

The public description matches what you actually do.

Delighted

They arrive already using your name for the job.

Avoid

Pages written only for your own sales deck.

Mitigate

Write for the question they type when they are stuck.

Opportunity

You are findable for the job, not only for the brand.

Still owns: Content writer

A named way

No named way on this item yet.

social proof is missing or anonymous

Felt by Visitor

Dissatisfied

They see stars or logos and still cannot tell if it is for them.

Satisfied

A named peer, in a situation like theirs.

Delighted

They can quote that peer in their own meeting.

Avoid

A wall of logos with no story.

Mitigate

One specific proof, with a name they recognise.

Opportunity

Proof from someone like them beats a claim from you.

Still owns: Success, Marketer

A named way

No named way on this item yet.

they cannot tell you apart in a noisy category

Felt by Visitor

Dissatisfied

Every vendor says the same three words.

Satisfied

One difference they can repeat in a corridor.

Delighted

They use your difference as their own language.

Avoid

A slogan that could sit on any homepage.

Mitigate

Pick one difference and keep it on every first surface.

Opportunity

They choose you because the difference is useful, not clever.

Still owns: Marketer

A named way

No named way on this item yet.

they hear you only as a vendor, not as a category

Felt by Visitor

Dissatisfied

They know a product name and not the job it sits in.

Satisfied

The job and the name arrive in the same week.

Delighted

They teach the category using your framing.

Avoid

Launch language that skips the problem.

Mitigate

Teach the job first, then the name.

Opportunity

Category education becomes the top of the funnel.

Still owns: Content writer

A named way

No named way on this item yet.

Customer risk · 8

they shortlist without you

Felt by Visitor

Dissatisfied

The buying group already has three names. You are not one.

Satisfied

You are on the first list they write down.

Delighted

They defend your place on that list.

Avoid

Waiting for inbound from people who already chose.

Mitigate

Be present where they first name the problem.

Opportunity

The shortlist is written with your framing.

Still owns: Seller, Marketer

A named way

No named way on this item yet.

they bookmark and never return

Felt by Visitor

Dissatisfied

They meant to come back. They will not.

Satisfied

A reason to return is already in their inbox or calendar.

Delighted

The second visit is warmer than the first.

Avoid

A page with no memory of the first visit.

Mitigate

One useful follow-up, not a drip of noise.

Opportunity

Return is earned by usefulness, not by nagging.

Still owns: Marketer

A named way

No named way on this item yet.

they forward a weak page into the buying group

Felt by Visitor, Prospect

Dissatisfied

The champion sends something that does not survive the room.

Satisfied

What they forward can stand without them.

Delighted

The buying group asks for the next step, not for a rewrite.

Avoid

A page that only works if you are on the call.

Mitigate

Write the leave-behind first, then the homepage.

Opportunity

The forward is the sale’s first internal meeting.

Still owns: Marketer

A named way

No named way on this item yet.

they decide you are too early from one thin page

Felt by Visitor

Dissatisfied

One thin page reads as a thin company.

Satisfied

The first surface shows enough substance to stay.

Delighted

They treat you as a serious option the same day.

Avoid

A campaign page with no depth behind it.

Mitigate

Enough proof and next step to survive a sceptical colleague.

Opportunity

Seriousness is a first impression, not a later deck.

Still owns: Marketer

A named way

No named way on this item yet.

they compare on price because nothing else is clear

Felt by Visitor

Dissatisfied

If the job is vague, the only number left is price.

Satisfied

The difference is clear enough to hold a price.

Delighted

They argue for you on outcome, not on discount.

Avoid

Leading with packages before the job is named.

Mitigate

Make the job and the proof visible before the number.

Opportunity

Price becomes a decision, not the only question.

Still owns: Seller

A named way

No named way on this item yet.

a competitor names the problem first

Felt by Visitor

Dissatisfied

Someone else gave them the words. You are now a follower.

Satisfied

Your name for the job is the one they use.

Delighted

They correct colleagues who use the other frame.

Avoid

Waiting to publish until the deck is perfect.

Mitigate

Publish the name of the job early, then refine.

Opportunity

The language of the category is an asset you can own.

Still owns: Content writer

A named way

No named way on this item yet.

legal sees the public claim and objects later

Felt by Prospect

Dissatisfied

A public line that sales loves and legal will not stand behind.

Satisfied

The public claim is one legal already accepted.

Delighted

Marketing can move without a last-minute rewrite.

Avoid

Campaign copy that never met counsel.

Mitigate

An approved line for the first surface.

Opportunity

Speed without a future argument in the buying group.

Still owns: Legal, Marketer

A named way

No named way on this item yet.

they ask a colleague instead of you

Felt by Visitor

Dissatisfied

The trusted source is a person you never meet.

Satisfied

A colleague can point at something you wrote.

Delighted

Peer advice includes your page as the reference.

Avoid

Content that cannot be forwarded in one click.

Mitigate

Make the page the thing a colleague would send.

Opportunity

Word of mouth has a URL.

Still owns: Marketer

A named way

No named way on this item yet.

Opportunity · 12

name their problem before they can

Felt by Visitor

Dissatisfied

They still fumble for words.

Satisfied

You hand them a clean name.

Delighted

They teach others using your sentence.

Avoid

Waiting for them to brief you.

Mitigate

Publish the name of the mess they are in.

Opportunity

Naming is the first value, before a demo.

Still owns: Content writer

A named way

No named way on this item yet.

a proof they can forward without you

Felt by Visitor, Prospect

Dissatisfied

They cannot take you into the next room.

Satisfied

They can send a proof that stands alone.

Delighted

The buying group meets you before you meet them.

Avoid

A proof that only works live.

Mitigate

A short artefact built to travel.

Opportunity

The forward is an unpaid sales call.

Still owns: Seller

A named way

No named way on this item yet.

a next step that feels expected, not a trap

Felt by Visitor

Dissatisfied

Every ask feels like a capture form.

Satisfied

The next step matches the question they just asked.

Delighted

They take it because it is the natural continuation.

Avoid

A demo ask on the first paragraph.

Mitigate

Match the ask to how far they have come.

Opportunity

Progress feels like help, not a funnel.

Still owns: Marketer

A named way

No named way on this item yet.

an event that gives a reason to talk

Felt by Visitor

Dissatisfied

Events are attendance theatre.

Satisfied

The hour produces one specific next conversation.

Delighted

They book because the topic made the meeting obvious.

Avoid

A booth with no follow-up owner.

Mitigate

One question the event is designed to raise.

Opportunity

The event is a scene, not a lead source.

Still owns: Marketer, Seller

A named way

No named way on this item yet.

a piece the champion can reuse internally

Felt by Visitor, Prospect

Dissatisfied

They would have to rewrite you to be useful inside.

Satisfied

They can paste or present what you already wrote.

Delighted

Your words show up in their internal thread.

Avoid

Thought leadership that only works on your site.

Mitigate

Write in a form a champion can steal.

Opportunity

Internal reuse is the quiet pipeline.

Still owns: Content writer

A named way

No named way on this item yet.

a warm path from intent, not a cold pitch

Felt by Prospect

Dissatisfied

Outbound arrives as a stranger.

Satisfied

The first human note refers to what they already did.

Delighted

They take the meeting because it is specific.

Avoid

A sequence that ignores what the page already knows.

Mitigate

Intent in, then a reason that uses it.

Opportunity

The first call starts mid-conversation.

Still owns: Sales ops, SDR

A named way

No named way on this item yet.

the same voice from ad to page to reply

Felt by Visitor

Dissatisfied

Three surfaces, three companies.

Satisfied

The voice does not change when the channel does.

Delighted

They trust the reply because it sounds like the page.

Avoid

Separate teams writing in isolation.

Mitigate

One claim and one voice, reused.

Opportunity

Continuity is a delight they notice.

Still owns: Marketer

A named way

No named way on this item yet.

they feel the company was waiting for this question

Felt by Visitor

Dissatisfied

They feel processed.

Satisfied

The answer is ready and in brand.

Delighted

They feel expected, even on a Sunday night.

Avoid

Office-hours-only answers on a public page.

Mitigate

Governed answers for the questions you already know.

Opportunity

Availability without inventing policy.

Still owns: Marketer

A named way

No named way on this item yet.

the first useful answer earns a deeper look

Felt by Visitor, Prospect

Dissatisfied

You ask for a demo before you have helped.

Satisfied

Help first, then a deeper look is natural.

Delighted

They ask for the demo themselves.

Avoid

Gating the first useful page.

Mitigate

Give value on the public surface, then invite depth.

Opportunity

Upsell of attention: from page to proof to meeting.

Still owns: Seller

A named way

No named way on this item yet.

a buying-group pack, not a brochure

Felt by Prospect

Dissatisfied

A brochure that cannot survive a committee.

Satisfied

A pack with roles, proof, and a next step.

Delighted

Each person in the group finds their line.

Avoid

One generic PDF for every visitor.

Mitigate

Write for the group, not only for the first visitor.

Opportunity

The pack is how you enter rooms you are not in.

Still owns: Seller

A named way

No named way on this item yet.

show up where they already look for the job

Felt by Visitor

Dissatisfied

You are only findable on your own site.

Satisfied

You appear in the places they already search and ask.

Delighted

They meet you as part of how they work, not as an interruption.

Avoid

Spend only on brand terms.

Mitigate

Be present on the job, in search, in rooms, in the feed.

Opportunity

Presence is cheaper than later rescue outbound.

Still owns: Content writer, Media ops

A named way

No named way on this item yet.

a short diagnostic that makes the next meeting specific

Felt by Visitor, Prospect

Dissatisfied

The first meeting is a generic tour.

Satisfied

They arrive with a picture of their own gap.

Delighted

The meeting starts on their numbers, not your slides.

Avoid

A form that only captures an email.

Mitigate

Three questions that change what you say next.

Opportunity

Diagnosis is a gift and a qualification.

Still owns: SDR

A named way

No named way on this item yet.

Seller-ops risk · 12

blank page

Felt by Content writer

Dissatisfied

The writer stares at an empty brief and publishes late.

Satisfied

There is a source, a claim they may use, and a real deadline.

Delighted

The next article starts from proof the seller already needed.

Avoid

Asking for original thought with no approved source.

Mitigate

A short brief, one source of truth, and a human check.

Opportunity

The writer makes the claim findable.

Still owns: Content writer

A named way

spend without a brake

Felt by Media ops

Dissatisfied

Money runs while nobody is looking.

Satisfied

Someone can pause, pace, or reallocate today.

Delighted

Creative and buying share one brake.

Avoid

Unsupervised spend next to a page nobody owns.

Mitigate

Guardrails on what to launch, bid, pause, or move.

Opportunity

Spend becomes a decision with a name on it.

Still owns: Media ops

A named way

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.

outbound hits a cold account

Felt by Prospect

Dissatisfied

The note has no reason except a sequence.

Satisfied

The first line refers to a real signal.

Delighted

They reply because it was specific.

Avoid

Volume without intent.

Mitigate

Intent in, then a reason, then a name.

Opportunity

Fewer notes, warmer meetings.

Still owns: SDR

A named way

No named way on this item yet.

two teams say two different things this week

Felt by Visitor

Dissatisfied

The market hears two companies.

Satisfied

One claim is live. The rest wait.

Delighted

Sales and demand can repeat each other.

Avoid

Campaigns that never meet the talk track.

Mitigate

A single live claim, written down.

Opportunity

Alignment is an ops risk, not a values poster.

Still owns: Marketer

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.

the event list dies in an inbox

Felt by Marketer

Dissatisfied

Names from the room never become a next step.

Satisfied

Each name has an owner and a dated action.

Delighted

The week after the event is quieter and more specific.

Avoid

A spreadsheet with no owner.

Mitigate

Route the list the same day, with a reason.

Opportunity

The event is wasted if the list is wasted.

Still owns: SDR

A named way

No named way on this item yet.

intent is seen and nobody owns the follow-up

Felt by Sales ops

Dissatisfied

A signal lights up. Silence.

Satisfied

A named person has the next step.

Delighted

The follow-up is faster than their second search.

Avoid

Alerts with no chair.

Mitigate

Every intent type has an owner.

Opportunity

Seeing demand is not the same as answering it.

Still owns: SDR, Seller

A named way

No named way on this item yet.

media launches a page the writer has not finished

Felt by Media ops

Dissatisfied

Traffic hits a stub. Trust drops on day one.

Satisfied

The page is ready before the spend.

Delighted

Launch is a joint decision.

Avoid

Buying the click first.

Mitigate

A simple ready-check: claim, proof, next step.

Opportunity

Spend waits on substance.

Still owns: Content writer

A named way

No named way on this item yet.

nobody owns the first conversation

Felt by Visitor

Dissatisfied

They asked. The company shrugged.

Satisfied

A chair is accountable for the first reply.

Delighted

The first reply feels like the same company as the page.

Avoid

A shared inbox with no name.

Mitigate

Name the owner of the first conversation.

Opportunity

Discover ends when someone answers, not when they click.

Still owns: Marketer, SDR

A named way

No named way on this item yet.

the SDR books a meeting the page cannot support

Felt by SDR

Dissatisfied

They arrive in the meeting colder than the page promised.

Satisfied

What they saw and what they get match.

Delighted

The meeting is a continuation.

Avoid

Booking against a thin public story.

Mitigate

Only book when the page can carry the first ten minutes.

Opportunity

Pipeline quality starts on the first surface.

Still owns: Marketer, Seller

A named way

No named way on this item yet.

The seller cannot find the proof when the buyer asks.

Still owns: Content writer, Seller

A named way

See the leak

02 · Evaluate · 11 items

Evaluate

How do they compare options without talking to sales yet?

Pain · 4

visitor leaves unanswered

Felt by Visitor

Dissatisfied

They compare in silence and leave with the same question.

Satisfied

The page answers enough to stay.

Delighted

They feel they can evaluate without waiting for office hours.

Avoid

A brochure in evaluate clothing.

Mitigate

Governed answers and a named next step.

Opportunity

Self-serve evaluation that still sounds like the company.

Still owns: Marketer

too much information, they are lost before they engage

Felt by Visitor

Dissatisfied

The compare page says everything. They never start comparing.

Satisfied

One difference, one proof, one next step.

Delighted

They can evaluate without drowning.

Avoid

A feature wall with no order.

Mitigate

Lead with the one claim they came to test.

Opportunity

Less on the compare page is how they stay.

Still owns: Marketer

form dies in an inbox

Felt by Visitor, Prospect

Dissatisfied

They asked, and then heard nothing.

Satisfied

Someone replies with enough context to continue.

Delighted

The reply arrives as if the company had been waiting.

Avoid

A long form in a shared inbox.

Mitigate

One question at a time, then a named person.

Opportunity

Raising a hand feels like the start, not a void.

Still owns: SDR

claim without proof

Felt by Visitor, Prospect

Dissatisfied

They cannot test the claim without a meeting.

Satisfied

A tour or sandbox they can run alone.

Delighted

They bring that proof to the buying group.

Avoid

Asking them to wait for a demo slot.

Mitigate

A tour they can run without talking to sales yet.

Opportunity

Proof is how they compare.

Still owns: Seller

A named way

No named way on this item yet.

Customer risk · 2

they evaluate and never raise a hand

Felt by Visitor

Dissatisfied

They finished comparing. You never knew.

Satisfied

A light next step appears when they are ready.

Delighted

They raise a hand with context already attached.

Avoid

Hiding every ask until a form.

Mitigate

A small, honest ask at the point of proof.

Opportunity

Silence after evaluate is a lost shortlist.

Still owns: Marketer

A named way

No named way on this item yet.

the tour does not match the page they read

Felt by Prospect

Dissatisfied

The self-serve tour feels like another product.

Satisfied

The tour continues the page’s claim.

Delighted

They trust the meeting because the tour already did.

Avoid

A sandbox that drifted from the public story.

Mitigate

The application engineer owns the tour the visitor sees.

Opportunity

Evaluate is technical sales, even when no one is on the call.

Still owns: Application engineer

A named way

No named way on this item yet.

Opportunity · 2

they can compare without booking a call

Felt by Visitor, Prospect

Dissatisfied

Every comparison requires your calendar.

Satisfied

They can go far enough alone to decide if they should talk.

Delighted

They book because they already saw something true.

Avoid

Forcing a meeting to see anything real.

Mitigate

A safe tour with a human as the exception, not the rule.

Opportunity

The application engineer’s job starts before the meeting.

Still owns: Application engineer

A named way

No named way on this item yet.

qualification happens without a trap

Felt by Prospect

Dissatisfied

They feel processed by a form.

Satisfied

A few questions that clearly help the next reply.

Delighted

They give context because it will be used.

Avoid

A long form that only helps the CRM.

Mitigate

Ask only what changes the next step.

Opportunity

Respect is a conversion asset.

Still owns: SDR

A named way

No named way on this item yet.

Seller-ops risk · 3

blank page

Felt by Content writer

Dissatisfied

Evaluate pages stay empty while traffic arrives.

Satisfied

The compare page has a source and a claim.

Delighted

The writer and the tour stay in the same story.

Avoid

No brief for the evaluate surface.

Mitigate

A short brief tied to the live claim.

Opportunity

Evaluate is still a writing job.

Still owns: Content writer

A named way

the pack is a slide dump the engineer cannot run

Felt by Application engineer

Dissatisfied

The application engineer inherits a tour they cannot run.

Satisfied

The pack is something they can use in the room.

Delighted

Seller and engineer share one artefact.

Avoid

Throwing slides over the wall.

Mitigate

The engineer helps shape the pack they must run.

Opportunity

Technical sales owns the evaluate artefact.

Still owns: Seller

A named way

No named way on this item yet.

The pack is a slide dump the engineer cannot run in the room.

Still owns: Seller, Application engineer

A named way

See the leak

03 · Decide · 5 items

Decide

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

Pain · 1

deck the buyer cannot follow

Felt by Prospect

Dissatisfied

The room is lost by slide four.

Satisfied

The story has a path the buyer can retell.

Delighted

The leave-behind is the meeting, not a tour of the product.

Avoid

A deck that is a product walkthrough.

Mitigate

A short story, then an approved library so nobody invents claims.

Opportunity

The champion can present it without the seller in the room.

Still owns: Seller

A named way

Customer risk · 1

the seller changes mid-cycle and they start over

Felt by Prospect

Dissatisfied

A new name asks them to tell the story again before the yes.

Satisfied

The new seller arrives already knowing the thread.

Delighted

The buying group barely notices the chair changed.

Avoid

A mid-cycle swap with no account memory.

Mitigate

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

Opportunity

Continuity is how they still say yes.

Still owns: Seller, Sales ops

A named way

No named way on this item yet.

Seller-ops risk · 3

the new seller has never opened last year's notes

Felt by Seller

Dissatisfied

The 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.

forgotten call notes

Still owns: Seller

A named way

No named way on this item yet.

The call notes are forgotten before the next meeting.

Still owns: SDR, Seller

A named way

See the leak

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.

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 the ticket.

Avoid

A pile with no owner and no takeover.

Mitigate

Resolve what you can, escalate cleanly, keep answers consistent.

Opportunity

Care after the yes is why they stay.

Still owns: Support

A named way

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 · 1

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.

Customer risk · 2

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.

Opportunity · 1

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.

Seller-ops risk · 4

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.

forgotten call notes

Still owns: Seller

A named way

No named way on this item yet.

The call notes are forgotten before the next meeting.

Still owns: SDR, Seller

A named way

See the leak