Name the business movement.
Choose the outcome and baseline. Define the segment, cohort, and observation period.
Diagnose the constraint. Design the motion. Reinforce the behavior.
Turn the enablement operating-system concept into a concrete change in how sellers and managers work.
Select a challenge to explore possible causes and a motion to test. These are diagnostic hypotheses, not an assessment of your organization.
Pipeline is thin or conversion is uneven. More activity has not produced better opportunities.
Targeting, buying signals, discovery, or customer-priority messaging may be misaligned. Verify which gap is present before prescribing training.
Motion to testSelect accounts using agreed fit and timing signals. Develop a sourced pain hypothesis. Run discovery, validate impact, and agree a customer-owned next step.
Focus outreach on a relevant customer problem. Separate early hypotheses from confirmed MEDDPICC evidence.
Review a sample of new opportunities each week. Challenge the quality of Pain and Metrics evidence, rather than only the volume of activity.
Prepare account briefs and persona-specific discovery questions. Cite signals and flag assumptions; sellers validate before outreach.
Leading indicators
Quality of targeting; buyer-confirmed pain; next-step clarity.
Lagging outcomes
Qualified-opportunity conversion; pipeline progression.
Establish a baseline and observation window. Compare like-for-like cohorts and report other changes that may explain the result.
Pilot one segment and one account-selection play. Compare discovery quality and conversion with the prior baseline and a similar cohort.
Agree the owner, quality threshold, and scale decision before launch.
Do not count a completed brief or a sent email as a qualified opportunity.
Deals linger in stages. Close dates move while customer commitments remain unclear.
Decision access, exit criteria, buying-process evidence, or action planning may be weak. Customer timing and priorities may also have changed.
Motion to testConfirm the buyer’s Decision Process and Paper Process. Map milestones backward from the customer’s target date. Validate owners, dependencies, and the next decision together.
Maintain a buyer-validated action plan. Record what is confirmed, what remains unknown, and what could delay progress.
Inspect aging opportunities against MEDDPICC evidence. Ask what customer action proves progress and which missing process step changes the forecast.
Compare call evidence with the action plan. Surface missing process steps and contradictory dates for seller review.
Leading indicators
Buyer-confirmed milestones; completed next steps; process gaps closed.
Lagging outcomes
Days in stage; sales cycle; close-date movement.
Establish a baseline and observation window. Compare like-for-like cohorts and report other changes that may explain the result.
Pilot the motion in one stage with a cohort of aging opportunities. Track real customer milestones alongside time in stage.
Agree the owner, quality threshold, and scale decision before launch.
An internal CRM stage change is not proof of customer progress.
Sellers discount early, or price discussions outpace the customer’s understanding of value.
The issue may be weak value evidence, unclear differentiation, qualification gaps, or negotiation practice. Pricing and product-market conditions also matter.
Motion to testValidate the business problem and impact. Connect required capabilities to Decision Criteria and alternatives. Review the value case and negotiation plan before commercial approval.
Build a buyer-validated value case with explicit assumptions. Explain the cost of the problem and how the proposed capabilities address it.
Review Metrics, implicated Pain, Decision Criteria, and Competition before discussing discounts. Coach the next value-validation conversation.
Draft a value hypothesis and assumption register from approved evidence. Surface proof gaps and competitive claims needing verification.
Leading indicators
Buyer-validated value evidence; value reviews before pricing; proof coverage.
Lagging outcomes
Discount rate; realized selling price; gross margin where available.
Establish a baseline and observation window. Compare like-for-like cohorts and report other changes that may explain the result.
Pilot value reviews for one deal segment. Compare value evidence and discount patterns while controlling for deal size and commercial mix.
Agree the owner, quality threshold, and scale decision before launch.
A quantified value claim is useful only when the buyer accepts its assumptions.
Customers adopt unevenly, relationships remain narrow, or expansion depends on individual account instincts.
Handoffs, success planning, value realization, or discovery of evolving needs may be inconsistent. Validate customer evidence with sales and customer success.
Motion to testTransfer the original outcomes into the success plan. Review adoption and value with the customer. Discover new priorities and qualify a new opportunity only when a distinct need is confirmed.
Partner with customer success on evidence of realized value and new needs. Requalify MEDDPICC for expansion rather than copying the original deal.
Inspect handoff quality and customer outcome reviews. Coach discovery of the next business problem while preserving accountability for adoption.
Summarize agreed outcomes, adoption evidence, and unanswered questions. Draft review briefs and expansion hypotheses for human validation.
Leading indicators
Outcome-based handoffs; completed value reviews; validated new needs.
Lagging outcomes
Retention; expansion conversion; realized customer outcomes.
Establish a baseline and observation window. Compare like-for-like cohorts and report other changes that may explain the result.
Pilot one customer cohort with a shared sales and customer-success value review. Observe adoption, validated needs, and renewal or expansion over an appropriate window.
Agree the owner, quality threshold, and scale decision before launch.
Usage alone does not prove business value or justify an expansion proposal.
Best practices stay local. Results vary by manager, region, or channel as the organization grows.
The motion, evidence standard, coaching routine, or localization process may be unclear. Variability may also reflect market or customer differences.
Motion to testIdentify a repeatable practice from reviewed evidence. Codify the core motion, permit relevant local adaptation, and reinforce it through manager reviews.
Use the shared play and evidence standard. Record where local customer context requires a change.
Sample execution against a consistent rubric. Coach one observable behavior and feed recurring friction back to enablement.
Deliver approved guidance in context and compare outputs against the shared rubric. Preserve language and regional requirements.
Leading indicators
Play use; rubric consistency; manager reinforcement; local friction resolved.
Lagging outcomes
Performance variation; ramp time; revenue productivity by comparable cohort.
Establish a baseline and observation window. Compare like-for-like cohorts and report other changes that may explain the result.
Pilot a proven motion across two comparable teams. Measure execution consistency before expanding to more regions or channels.
Agree the owner, quality threshold, and scale decision before launch.
Standardize the evidence and intent without turning customer conversations into a script.
AI drafts and recommends. Sellers validate customer evidence. Managers own coaching and commercial judgment. Use approved data and connected tools; automation depends on access and integration.
Choose the outcome and baseline. Define the segment, cohort, and observation period.
Use call evidence, buyer feedback, opportunity data, and manager observation. Separate capability, process, messaging, and system gaps.
Define the trigger, seller actions, customer evidence, and next decision. Keep the motion practical in the seller’s workflow.
Choose the inspection moment, coaching question, and behavior to practice. Build it into an existing operating cadence.
Measure use, quality, behavior, and business movement. Improve, expand, or stop based on reviewed evidence.
The case for connecting business strategy to repeatable execution.
The AI Field GuideAI workflows across the customer lifecycle, with MEDDPICC prompts and a pilot plan.
This companion adapts the five business challenges and diagnostic approach from Tracy E. Murphy’s strategy piece. Workflow designs and pilot suggestions are proposed applications.