LensReading which lens this session carries.
SL2A

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

1 clear1 evidenced0 held

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. Gates name the rule and the human approver. Trains parked at a station are live units of work — click one to read its full evidence trail.

  1. 01

    Frame account

    Strategy

    run by Account Research Agent

    dwell 3178msla 4086mqueued 16
  2. 02

    Research

    Strategy

    run by Stakeholder Map Agent

    dwell 2426msla 4085mqueued 20
  3. 03

    Map stakeholders

    Strategy

    run by Whitespace & Cross-sell Agent

    dwell 2449msla 4230mqueued 31
  4. 04

    Model growth paths

    Strategy

    run by Competitive Position Agent

    dwell 4140msla 8390mqueued 31
  5. 05

    Draft plan

    Strategy

    run by Relationship Health Agent

    dwell 2157msla 4897mqueued 42
  6. 06

    Challenge

    Strategy

    run by Account Strategy Agent

    dwell 3838msla 6779mqueued 0
  7. 07

    Rep review

    Policy

    run 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
  8. 08

    Ratify

    Policy

    run 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

RefWorkHeld byValueStatusAge / SLA
SL2A-1004

Account plan at research

Naomi Tanaka

Whitespace & Cross-sell Agent

agent

$5mIn flight2d 0h / 2d 20h
SL2A-1012

Account plan at rep review

Rafael Costa

Account Research Agent

agent

$17.8mEvidence posted15d 17h / 15d 2h
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