Stakeholder and buying-stage planner

Choose a current or fictional opportunity. Use anonymised names.

Use fictional or anonymised examples. Do not enter confidential customer information.

Opportunity (anonymised)

For example: planning software for a mid-sized manufacturer

What triggered the customer's search?

Event, problem or goal that started it

Stakeholders and what each needs to know

Role — their main question

Current buying stage and why you think so

Need, exploring, evaluating or deciding

Most useful next interaction and format

Who, what format, what purpose

Next step to propose (what, who, when)

Specific, owned and dated