This is where the rubber hits the road: my proposed integration of the MEDDPICC, Challenger, Sandler, and SPIN sales methodologies with a modern marketing customer lifecycle ideally suited to large enterprise selling. This integration enables Sales and Marketing teams to align to a company's business plan that invariably is based on maximizing acquired customer market share and their share of the sellable solution footprint within each customer.
Each stage carries a defined set of salesperson Actions, Decision Points, and Exit Criteria built to live in the CRM rather than in a spreadsheet. The Sales, Partner and Professional Services lanes are modelled as process steps; the Marketing and Customer Success lanes run as triggered flows and activities against the same record.
Critically, steps do not tick themselves because a rep says so: each one completes only when a real, properly linked CRM activity completes. The process bar is a progress ledger for forecasting and management, not a task list; reps work from their activity queue. That is the difference between a process that reports reality and one that reports optimism. The diagram below lays out that mapping in full.
Click the Design Map's PDF image below in the top right to expand or download the PDF version.
Signals
Before a single seller is engaged, demand is sensed.
- MQL intake from product, market & customer signals
- Route & assign qualified signal
- Signal qualifies as MQL?
Product, partner, and market signals: intent data, partner-sourced interest, and customer activity across the portfolio are collected and scored. Signals is deliberately not a process stage with salesperson actions; it is a scoring subsystem sitting upstream of the seller. Scores accrue per product against a per-product threshold, so a single account can carry several product-level leads at once, each with its own visibility.
The exit criterion is simple but disciplined: the threshold is crossed and a Marketing Qualified Lead is formed, or it is not. There is no rejection list and no "not ready" recycle: a below-threshold contact simply sits in the liminal space between Marketing and Sales until it converts. Nothing is thrown away, and nothing is counted early.
Two entry points, one process
Not every deal starts at the Interest stage. Existing vs New Customer is the entry-point gate, and it is judged at the account level. A genuinely new logo enters at Awareness. An existing customer enters at Interest, straight into Qualify Material Pain.
The reason is that "awareness" means awareness of the company, not just the solution. With an existing account you have already proven the firm, cleared procurement and legal, established value, and banked an internal reference from a prior champion. That is the substance of Awareness, already earned, even for a new business unit. An unknown vendor faces brutal friction where a known one faces nominal friction, and the process should not pretend otherwise.
Awareness
Sales receives the MQL and engages the prospective decision-makers.
- Account Review → Account Insights
- Commercial Insight Reframe Email
- Awareness Call
- Identify Pain
- Propose Initial Discovery Call
- Send Executive POV One-Pager
- Services Delivery Model?
- Booked Awareness Call?
- Economic Buyer? (soft – carries forward)
- Champion? (soft – carries forward)
- Discovery Call Booked?
The seller reviews the account, delivers a commercial-insight reframe, runs an awareness call, and works to identify pain, an economic buyer, and a champion before proposing an initial discovery call.
The decision gates: Economic Buyer?, Champion?, Discovery call booked? appear here as soft checks, and that is deliberate. Qualification is progressive: the economic buyer and champion questions are asked early, carry forward unanswered, and harden into hard gates later in Desire, where a "no" genuinely recycles the deal. Asking early builds the habit; enforcing early just teaches reps to guess. The stage exits as Validated Interest or Not Interested, and cleanly disqualifying here is a feature, not a failure.
Interest
The seller runs initial discovery, qualifies material pain, and builds a Mutual Action Plan (MAP) which starts life as an internal draft, aligned with whoever will deliver (partner or internal Professional Services), before it is ever shared with the customer.
- Partner/PS Sync + MAP → Draft MAP
- Initial Discovery Call
- Qualify Material Pain
- Partner Pain Triangulation
- Propose Mutual Partner Action Plan
- Propose Discovery Workshop → Final MAP
- Material Pain? (hard gate → recycle)
- Customer Agreement to MAP? (iterate in place)
- Workshop Booked?
The gates here are not equal. Material Pain? is a hard gate: the customer has to confirm both the cost of the problem and the percentage of pain reduction that would justify a budget. A "no" recycles the lead. Customer agreement to the MAP? is not a gate in that sense at all: a "no" means you rework the plan and re-present it, in place.
The exit is the Sales Qualified Lead, and it has a precise definition: the discovery workshop is booked, and the Lead converts to an Opportunity. Sales-qualified is an evidence-based event in the system, not a subjective opinion.
Search
This is the technical and economic evaluation stage the old funnels ignore.
- Discovery Workshop → Workshop Design & Collateral
- Objection Handling
- Identify Blockers
- Develop Blocker Counter-Strategy
- Propose Decision Criteria & Process
- Resistance? → Objection Handling
- Competitive Differentiation? (readiness, not a qualifier)
- Compelling Event Identified?
- Timeline Confirmed?
- Decision Criteria Agreed?
- Decision Process Agreed?
- Budget Source Confirmed?
The team runs a discovery workshop, tests for resistance, and proposes decision criteria and a buying process. Where resistance surfaces, the deal takes the model's single structural detour: identify blockers, develop a counter-strategy, and rejoin at Desire. That captured content becomes high-value win/loss analysis data later.
The decision gates are dense by design, but they do different jobs.
- Competitive differentiation? is not a qualifier and does not recycle anything; it is a readiness milestone confirming the team can actually articulate why you win.
- Compelling event identified? captures both the driver and its date.
- Timeline confirmed? has to be articulated by the customer, and it is measured against the champion's own estimate of how long their process takes: when the process runs longer than the runway to the compelling event, you can see the trouble from here.
The last four steps: decision criteria proposed, criteria agreed, process agreed, budget source identified, are one meeting, not four. They stay separate steps because they capture different data, but they share a single appointment. And the MEDDPICC qualifiers themselves live on the Opportunity record, not in the process bar: a step earns its place only if it is an action or a decision. Accumulated data is stored on the Opportunity form.
The exit is a Qualified Opportunity (or Unqualified).
Desire
Now the customer genuinely wants the solution, and the work turns to proving and pricing it.
- Technical Draft & Partner/PS Sync
- Draft Economic Proposal → Draft / Final Proposal
- Final Partner Proposal Collaboration
- Champion Draft Proposal Review
- Economic Buyer Alignment
- Book Stakeholder Review?
- Technical Buyer Approved?
- Book Proposal Review?
- Champion Approved? (hardens → recycle)
- Book Key Stakeholder Meeting?
- Stakeholders Aligned? (remediation)
- Book Economic Buyer Review?
- Economic Buy-In? (hardens → recycle)
- Budget Confirmed?
Technical drafts and partner syncs, an economic proposal, a champion-led proposal review, final proposal collaboration, and economic-buyer alignment all converge here.
These gates separate two things that are routinely confused.
- Economic buy-in means the economic buyer wants it.
- Budget confirmed means the money exists and has been released.
Both are required, and the champion and economic buyer questions that were optional back in Awareness now harden: a "No" here recycles the deal but doesn't kill it - it goes back for more work.
The economic proposal is where the value arc closes its first loop: price is reconciled against the pain cost and materiality threshold captured in Interest, and turned into agreed, measurable success criteria. This stage produces three go/no-go milestones in sequence: Technical Win, Economic Win, and a Sales Forecasted Opportunity.
Note what that last one is not: it is the seller's forecast, not the company's commit. That commit is earned at the next Stage.
Action
The transaction: MAP sync, champion approval coaching, key-stakeholder consensus, paperwork and timeline confirmation, a virtual close, and the legal and procurement hand-offs.
The centre of gravity is the Key Stakeholder Consensus meeting. Desire aligned the draft proposal; this confirms the final one, and triangulates the decision process and timeline across all the stakeholders at once rather than taking the champion's word for it. Champions close to a rep give optimistic answers; converged confirmation exposes that, and once everyone has publicly committed, backsliding is socially expensive. That one meeting produces the inputs for four downstream steps and the forecast.
Legal runs in parallel, not in series: EULAs and templates go out early for pre-clearance, and the redlines that come back feed the final signable package.
- Partner/PS MAP Sync
- All Stakeholder Review Consensus
- Reconfirm Decision Process & Timeline
- Confirm Paperwork Process
- Virtual Close
- Send EULA for Legal Pre-Clearance
- Deliver Signable Package → Procurement
- All Stakeholder Consensus?
- Processes & Timeline Re-Confirmed?
- Partner Engaged?
- Cleared Legal?
- Order Received?
Gates verify consensus, legal clearance, and order receipt. Before any of that, though, is the Virtual Close: a dry run of the entire closing sequence, designed to surface the hidden obstacle before it costs you the quarter. Clearing it is what promotes the deal from sales-forecasted to company-forecasted commit. The exit is Closed-Won, which is the trigger for the handover to Customer Success, though the handover itself is executed in Like, where success objectives transfer clearly, not just the contract.
Like
Post-sale, value has to be realized, not just promised.
- Stakeholder Project Go-Live Review
- Stakeholder Project Final Review
- Book Scale-Out Phase II Planning Meeting with Sales & Champion
- Identify New Solution Hypothesis
- Sales Scale-Out Phase II Meeting Booked?
Like is long by design, and the process has to know the difference between a stage that is soaking and a deal that is stalling.
Two reviews do two different jobs:
- The Go-Live Review proves operational success: the solution is live, working, and actually adopted. It is not a value measurement.
- The Final Review, scheduled 60 to 90 days after go-live, is the value measurement: achieved value and actual pain reduction, measured against the exact success criteria agreed back in Desire.
Customer-measurable KPIs simply do not exist before then. This is where the value arc closes: materiality is quantified at Interest, priced and agreed at Desire, proven at Like, and it is what makes the expansion conversation credible rather than hopeful.
Like is also where the handoff to Customer Success happens, and transfers the promises: the pain, the success criteria, the stakeholder map, not just a signed contract. That handoff is a common point at which customer expectations and objectives disconnect from the outcomes.
Like is also where Sales' expansion efforts begin. With a delivered success and a champion who will talk to their peers, the seller books scale-out planning and identifies the next solution hypothesis: the inside track that reveals other business units and problems no competitor can see. Both expansion motions spawn their new Marketing Qualified Lead here, at Like.
Share
Satisfied Innovators and Early Adopters become a channel.
Sales control was returned at the Like-Share boundary. The Sales team runs scale-out planning, confirms whether the champion will support Phase II by direct sponsorship or by referral to a second champion where cross-functionally, Champion #1 may not be Champion #2, and holds the scale-out planning meeting. At that point Sales' work on Phase I is functionally complete.
Share is also where the expansion leads spawned at Like get qualified or disqualified. There are two distinct motions, and conflating them is a mistake: New Solution cross-sells a different product to a delivered customer, so fit is unproven and it must genuinely re-qualify. Phase II grows the same solution (e.g., from pilot to full rollout).
Both follow the same rule, and it is the most important rule in the model: an Opportunity is never spawned automatically. Automation may create an MQL: the unqualified foundational state, because generating one early costs nothing. Promotion to Sales Qualified stays a Sales judgement call. Automation that manufactures qualified pipeline manufactures unearned forecast, distorting the pipeline.
So the "exit" is Start New Sales Process, and that new lead re-enters not at Signals and not at Awareness, but at Interest, straight into Qualify Material Pain, because the company is already known. Those records run their own lifecycle; they are shown here only in the context of the customer lifecycle. That is what expands into customer whitespace and grows CLTV.
Love
- Lifecycle ownership returns to Sales
- Begin new sales cycle for Phase II / new opportunity
- Marketing remains involved for case studies and monitoring for online risk signals
- Customer Success remains involved to capture offline project success KPIs
- No risk signals?
- Phase I success criteria met?
The account is now a loyalty and CLTV growth anchor. Sales has no remaining actions here: the expansion motion already left at Like and re-entered at Interest, and the hand-back happened at Share.
What continues is advocacy: Marketing turns the proven KPIs into case studies and testimonials and monitors online risk signals, while Customer Success captures the offline ones. This is what makes the sales process a flywheel rather than a funnel: the loop does not restart with a stranger, but inside an account that has already paid you, already proven the value, and already told you where the next problem lives.

