- Ranked the problems before asking for a plan.
- Cut the AI’s plan down to two changes, with reasons.
- Said no to sales in writing.
- Understand Strong Ranked the problems by drop-off before asking for a plan. Turn 2
- Brief Solid Gave it all four inputs and the rule that cannot move. Turn 4
- Check Solid Tested each change against the funnel. Turn 11
- Correct Solid Said what was wrong with the AI’s plan, and asked for two changes only. Turn 12
- Sign off Strong Two changes, and a no to sales in writing, with the reason.
- Reuse Partial Started the enterprise decision from scratch, and the ranking drifted. Turns 20 to 31
- Prioritising with evidenceAbove the bar
- Saying no in writingAbove the bar
- A decision others can followAt the bar
What they handed in, as they handed it in. Each mark is a skill from their result.
- Let teams skip “Invite your team” and invite later. 38% of new teams stop at this step, and 11 of 15 interviews bring it up.
- Ask for data consent where the import happens, not on a page of its own. Consent stays explicit, as the compliance rule requires.
- CRM sync. One prospect asked for it through sales. It does not help new teams get started.
- A guided tour. Two of 15 interviews asked for one, and nobody drops off where it would sit.
We will know it worked if the invite step goes from 62% to 75% within four weeks.
Thanks for pushing on this. CRM sync is not going into the next release.
This release is about the 38% of new teams who stop at the invite step, and CRM sync does not change that number.
If three deals depend on it by January, I will bring it back with an estimate.