Asking whether a partner is involved, instead of inferring it

A step in the sales process was deciding whether a partner was in a deal by looking at who would deliver the work. Those are different questions, and the answer to one is not the answer to the other. The process now asks the question directly, early in the Awareness stage, and accepts three answers: […]

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A step in the sales process was deciding whether a partner was in a deal by looking at who would deliver the work. Those are different questions, and the answer to one is not the answer to the other.

  • The process now asks the question directly, early in the Awareness stage, and accepts three answers: yes, no, and not known yet. The third is not treated as an answer, so the task stays open rather than the process deciding by default.
  • Where the work is partner delivered, the answer is filled in automatically, because that case already settles it.
  • A later step that depends on the answer no longer goes quiet when nobody has given one. It raises a task saying what it is waiting for, and why nothing further will appear until then.
  • The step numbers were respaced first, from consecutive to gapped, so inserting a step no longer renumbers every step after it. The new step used the first gap the same day.