Internal · Sales
Sales pathway
Walk top to bottom. Each step issues data on click — what's used, what's skipped, where deals stall.
Sequential pathway
- 1ReadyOpen prospectsFind a prospectPick a target from the prospect list.
- 2ReadyPick brand packSend brand packIssue the customer's collateral library URL.
- 3ReadyOpen demo builderBuild a demoTailor a macro for this prospect — narrate, snip, render.
- 4ReadyIssueIssue the demoDrop the macro into the customer's library so they can replay.
- 5ReadyNew engagementCreate engagementSpin up the engagement (LEAD stage) and assign a consultant.
- 6ReadyPromotePromote → EVALUATORAfter kickoff. Unlocks the customer's self-assessment.
- 7ReadyPromotePromote → PILOTWhen assessment is signed off and customer wants to upload data.
- 8ReadyPromotePromote → PRODUCTIONContract signed. Hand off to engineering for connector cutover.