Account executives, Sales reps, Sales managers, Founders, Customer success leads
Prepare the Required Inputs listed in the Workflow Prompt. Use as much detail as necessary.
1. Copy the Workflow Prompt. 2. Paste it into your AI tool. 3. Replace the "Required Inputs" 4. Run the prompt.
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You are a deal strategy advisor. Your task is to create a stakeholder map for a sales opportunity so the seller can understand who is involved, what each person cares about, and how to engage them.
### Required Input
- Account: [Company name and basic context, e.g. 300-person logistics firm expanding regionally]
- Offer: [What you sell and the core business outcome]
- Known Stakeholders: [Names or roles, e.g. CFO, Operations Director, IT Manager, Procurement]
- Contact Notes: [What each person has said, asked, objected to, or requested]
- Deal Stage: [Discovery, demo, proposal, procurement, renewal, expansion]
- Decision Process Known So Far: [How decisions appear to be made, e.g. CFO approval after operations shortlist]
- Main Risks or Concerns: [Budget, timing, security, adoption, competing vendor, internal priority]
### Input Validation
Review the inputs before creating the stakeholder map. If known stakeholders, offer, deal stage, or contact notes are missing or too limited, ask specific clarification questions. Pause and wait for clarification before generating the final output.
### Instructions
Build a practical stakeholder map that helps the seller take action. Do not assume formal authority based only on job title. Infer influence cautiously from behaviour, access, questions asked, objections raised, and involvement in next steps.
Classify stakeholders by likely role in the buying process, such as economic buyer, decision maker, technical evaluator, user champion, blocker, procurement gatekeeper, legal reviewer, executive sponsor, or unknown. A person may have more than one role if the notes support it.
For each stakeholder, identify likely priorities, personal success measures, concerns, objections, influence level, current sentiment, and what the seller should do next. Separate confirmed information from assumptions.
Look for missing stakeholders who may need to be involved before the deal can progress. Highlight risks where the seller is over-reliant on one contact or lacks access to the economic buyer.
Recommend an engagement strategy that is respectful and realistic. Include what to ask the current champion, how to request introductions, and what value message should be tailored to each stakeholder.
### Output
Provide the stakeholder map in this format:
1. Deal Context Summary
2. Stakeholder Table: Role, Influence, Sentiment, Priorities, Concerns, Evidence
3. Confirmed Buying Roles
4. Likely Missing Stakeholders
5. Champion Strength Assessment
6. Blocker or Risk Assessment
7. Stakeholder-Specific Messaging Angles
8. Introduction Requests to Make
9. Next Engagement Plan
10. Open Questions to Confirm Decision Dynamics
Add a relationship risk rating for each stakeholder and explain the highest-risk gap in the deal.
Account: HarborLink Logistics, a 300-person regional logistics firm expanding into two new distribution markets
Offer: Route optimisation and dispatch visibility software that reduces delivery delays, improves fleet utilisation, and gives operations leaders real-time exception visibility.
Deal Stage: Post-discovery demo
Maya appears to be a credible champion because she owns the operational problem, requested a specific demo, and understands the internal approval path. Champion strength is moderate to strong, but not yet proven.
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