Decide who's worth a meeting.
Before anything goes live, we write down who can sign, what they're struggling with, and what makes a meeting worth your time. Everything after this step is aimed at those people, so the budget goes on reaching them rather than everyone.
- Your best customers, studied
- The people who sign, named by role
- A qualified meeting, defined before launch
This step is Position, the first of the five gates a sale has to clear. Get it wrong and you spend months never reaching the person with power.