Zoom 3 of 3 — line
Strategic Account Plan
Judgment line · Sales · Account Planning
Runs when: Runs judgment. Starts when the annual doctrine review opens.
2
units a week
33%
touchless
8
stations
16.7d
timetable
13.9d
actual
-16%
vs timetable
Station walk
Every stage, who owns it, and what is sitting there
Each station names the agent that runs it and the layer it belongs to. more
- 01
Frame account
Strategyrun by Account Research Agent
dwell 3178msla 4086mqueued 16 - 02
Research
Strategyrun by Stakeholder Map Agent
dwell 2426msla 4085mqueued 20 - 03
Map stakeholders
Strategyrun by Whitespace & Cross-sell Agent
dwell 2449msla 4230mqueued 31 - 04
Model growth paths
Strategyrun by Competitive Position Agent
dwell 4140msla 8390mqueued 31 - 05
Draft plan
Strategyrun by Relationship Health Agent
dwell 2157msla 4897mqueued 42 - 06
Challenge
Strategyrun by Account Strategy Agent
dwell 3838msla 6779mqueued 0 - 07
Rep review
Policyrun by VP Strategic Accounts
Gate: Held for a named human when the unit exceeds the account plan decision envelope, when confidence falls below the floor, or when a policy clause is engaged.
approver VP Strategic Accounts
dwell 11890msla 21721mqueued 3 - 08
Ratify
Policyrun by VP Strategic Accounts
Gate: Held for a named human when the unit exceeds the account plan decision envelope, when confidence falls below the floor, or when a policy clause is engaged.
approver VP Strategic Accounts
dwell 12720msla 17681mqueued 6
Live trains on this line
2 units in motion right now