Outcome: Dee has requested a deal stage for target accounts in the high touch sales pipeline as qualification to current standards of deal creation has been to rigid. To help solve this, it was decided:
Jim to create a deal stage called target accounts which will populate deals based on high touch tier 1 accounts being set (through a workflow). Jim will isolate existing deals on mass creation. Jim will set the stage gate for the target accounts stage as a meeting being booked (not held) which will take to form of a Y/N checkbox (a N will still allow movement to next stage). Jim will set the stage gate for the discovery stage as the SPI (Situation, Pain & Impact) having been completed (any SPI outcome will allow movement to next stage). Jim will set the stage gate for the qualified stage as full SPICED (Situation, Pain, Impact, Critical Event & Decision). Any SPICED outcome will allow progression to the next stage. As agreed, the other pre-existing stages will stay the same until we reconnect after we see some movement through the pipeline.
Max and Maria are responsible for creating more pipeline and moving it through the initial stages. Maria will ensure all tier 1 accounts are set for creation by friday. Jim will mass create tier 1 accounts deals on monday afternoon.