Stakeholder maps and checklist
Stakeholder maps and checklist
These sections explain whether the buying group is visible, reached, supportive, and ready for the next sales step. Use them after reading Signals and Deal Details.
Stakeholders Targeting Map
Image guide: Targeting Map groups people by media impact. It answers: who is in targeting, who has been reached, who is aware, and who is engaged.
Stakeholders Traffic Light
Image guide: Traffic Light groups people by buying stance such as Cold, Against, Neutral, or For. It helps the user identify support, risk, and missing consensus.
Selected traffic-light state
Image guide: Selecting a traffic-light group focuses the stakeholder list on that status. Use it when the user wants to inspect only supporters, neutral contacts, risks, or cold stakeholders.
Sales Checklist
Image guide: The checklist tracks activation readiness. It shows completed work and remaining steps such as sign-off, Trojan Horse, key initiative, title fight, business case, risk, category tree, LinkedIn connections, and stakeholder health.
Checklist item and video support
Image guide: Checklist rows can be marked complete or reviewed one by one. Do not mark an item complete unless the deal evidence supports it.
Image guide: Video support explains checklist concepts. Open it when a user is unsure what a checklist item means.
Review pattern
- Check Targeting Map for reach and engagement coverage.
- Check Traffic Light for buyer support and risk.
- Review checklist progress and remaining items.
- Open supporting video only when the item needs explanation.
- Move to Manage Stakeholders if people need assignment, targeting, or status review.