The six-step sales method: what does each step need to prove?
From Discover to Negotiate & Close, see the work objectives, Gates, evidence and human decisions at each stage.
Read the six stages →INSIGHTS / Checkable ways of working
This records working methods for sales progression, Champion, personal Agent, object-based memory, and organizational collaboration. Judgment comes first, followed by definitions, evidence, boundaries, and next steps.
Explore methods for evidence-based sales and agent collaboration. Agents prepare materials, organize information, send reminders and identify evidence gaps; people decide pricing, commitments, professional conclusions and exceptions.
From Discover to Negotiate & Close, see the work objectives, Gates, evidence and human decisions at each stage.
Read the six stages →Distinguish the people who truly drive things forward, Coaches and Informants, to avoid mistaking enthusiasm for internal ability to act.
Read Champion →First let everyone have an Agent that can work, then let Agents hand over context within permission and human-confirmation boundaries.
Read about organizational collaboration →Only by connecting customers, cases, contracts, tasks, evidence and owners can you retrieve verifiable context on a per-task basis.
Object-based memory →First clarify who is doing it, where the materials are, which step keeps recurring, and what must be confirmed by a person. You don't need to choose a model first.
View collaboration options →