One account, made ready to call. What the nine sections are for, how to use them on a live call, and the three rules that carry everything. Press Present to step through it.
It is one account, made ready to call. Every fact carries a source and a date, every sentence you may say is written down, and every sentence you may not is written next to it. Nine sections, always the same order.
| § | What it holds | When you read it |
|---|---|---|
| 0 | Holds. Anything that must happen before the first touch | Before anything |
| 1 | The forcing function. Why this account, why this week | First, and again before every call |
| 2 | Account rules. What would blow the account up | Once. They are absolute |
| 3 | Snapshot. Every fact with its source and date | Skim. Return when challenged on a number |
| 4 | The committee. Who, why that seat, contact detail | Before you pick up the phone |
| 5 | Cadence, or the call track | The night before you start |
| 6 | Per-seat angles. One idea each | Immediately before each call |
| 7 | What can be said and what cannot | Once. Then live by it |
| 8 | Coordination. Who does what, who names whom | Before touching an account someone else is in |
| 9 | What happens next | Hand back to Dallas |
Open on their world. First sentence is about them, dated and specific. A line their own executive said in public is an opener. What we sell is not.
Proud, not wound. Never open on their bad number, layoff or outage. Open on what they are proud of, then ask about the hard part. People defend a weakness and explain a strength.
Ask, then stop talking. Every touch ends on one question, then silence. Count to four. They will fill it.
Not a yes. You asked what gives first on a heavy day, they told you, and you wrote it down word for word. Post that sentence the same day. A meeting is one account. A real sentence from a real operator is every account.
Every number sits in one, and the lane decides what you may do with it.
| Lane | What it covers | Rule |
|---|---|---|
| 1 | Our outcomes and our customers' results | Value Repository figures only. Names only where marketing or the rep who owns the account has cleared them. Everything else blinded |
| 2 | Public facts about the prospect | No approval. Needs a primary source, a date, and a re-check before it sends |
| 3 | Our own estimates | One to one only, labelled an estimate, never a headline |
Fits none of the three, it ships marked unverified or not at all.
Their number, a line mined from their own leadership, then what we have done. In that order, every time.
An account with no rating reads the same as one with a rating.