Brief
Shape
Land, grow, or enterprise. Name doors, fence, and the plays you will sell.
IT SERVICES
Account plans that
sellers can run.
Pursuit and delivery on one board. Doors, fence, and plays dated on a year — not a QBR pack that dies by Monday.
Fiction example · Cedar Glen Health · Opens Executive; switch to Unit for full density
Enterprise transformation · Executive
Fiction. Click a bar.
Swimlane
2027
Q1Q2Q3Q4
2028
Q1Q2Q3Q4
2029
Q1Q2Q3Q4
Customer growth
AI & data
Technology
Operating model
Initiative
Enterprise data platform
Owner · Status
CDO · In flight
Outcome
Priority domains share one trusted store.
Depends on
Identity modernization
Same account board for the pursuit review and the delivery handshake.
The account pack dies
after the QBR.
Sellers write a growth story. Delivery owns a different tracker. The client partner rebuilds slides for every seat. Whitespace never becomes work the team can Accept onto a board.
- QBR deck
- Seller story
- Delivery tracker
- CRM notes
Four seats. Four plans. No one sequence.
One account board
Draft
Board
Open a dated pursuit — sellers and delivery see the same year.
Run
Review
Ask by seat. Suggest packages you Accept. Client guests stay cheap.
Executive story.
Unit workstreams.
Same Meridian-style account board. Toggle Executive → Unit — no rebuild for delivery.
The same swimlanes. Modules rolled up for the steering meeting.
- Clinical data platform
- Identity and restore
- Cloud landing zone
- ERP wave 1
IN THE REVIEW
Ask from this pursuit
CRO, CFO, CIO, Delivery — answers cite this account board. Nothing invented. Nothing sent to a third-party model.
Ask this board
Reads this fiction board · Confirmed / derived / suggested
What should leadership focus on this quarter?
This quarter is empty — 4 initiatives start 2027-01
A short read of this quarter. I will not invent a milestone that is not on the roadmap.
Confirmed
This quarter is empty — 4 initiatives start 2027-01
No initiative or milestone sits in this quarter. Next dated start is 2027-01: Customer 360, Enterprise data platform, Cloud modernization, and Identity modernization.
Derived from roadmap
Enterprise data platform starts before Identity modernization ends
Enterprise data platform is dated 2027-01 while Identity modernization runs to 2027-09, and the board says Identity modernization unlocks Enterprise data platform. That is the first sequencing pressure on the calendar.
Thirty days.
One live account.
Stand a real pursuit. Invite seller and client partner. Decide the path after Ask and Suggest in a real review.