Workflow · Revenue

Build Sales Plays

Turn an account signal into an actionable sales play — inferring the need, matching the offering, assembling the evidence and recommending the route in.

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Question it answers

What opportunity exists at this account, and why now?

Inputs

· Account
· Trigger signal
· Offering catalog
· Relationship context

Steps

1. Read the signal — Characterize the trigger — what changed at the account and why it opens a window now.
2. Infer the need — Translate the signal into the concrete need the account is likely to act on.
3. Match the offering — Map the need to the specific offering — or bundle — that answers it best, favouring what a single-line competitor can't match.
4. Assemble the evidence — Gather the account context and proof that make the play credible in the room.
5. Recommend the approach — Recommend the why-now, the route in and the owner to lead it.