01Frame — Define account and contact criteria
Define account and contact criteria. In U.S. Sales Representative Coordination, this stage applies directly to the objective to define territory, authority, compensation logic, reporting, enablement, compliance boundaries, and the handoff from interest to opportunity. The stage closes only when the business decision and scope boundary are written.
02Evidence — Establish data provenance and suppression rules
Establish data provenance and suppression rules. In U.S. Sales Representative Coordination, this stage applies directly to the objective to define territory, authority, compensation logic, reporting, enablement, compliance boundaries, and the handoff from interest to opportunity. The stage closes only when the supporting facts, sources, and unknowns are logged.
03Design — Test message and channel sequences
Test message and channel sequences. In U.S. Sales Representative Coordination, this stage applies directly to the objective to define territory, authority, compensation logic, reporting, enablement, compliance boundaries, and the handoff from interest to opportunity. The stage closes only when the chosen approach, exclusions, and review points are approved.
04Coordinate — Manage stages, handoffs, and learning
Manage stages, handoffs, and learning. In U.S. Sales Representative Coordination, this stage applies directly to the objective to define territory, authority, compensation logic, reporting, enablement, compliance boundaries, and the handoff from interest to opportunity. The stage closes only when the output, owner, continuing obligations, and next handoff are recorded.