Defining priorities

Approach

We choose changes that can help sales, solve an operational problem or test an assumption. The first cycle needs to fit the time and resources available.

How we work

1. We compare each option's impact and effort, and what it needs before work can start.

2. We agree on what to do in this cycle and what to leave for the next phase.

3. We assign tasks and owners, and define how we'll know whether the change worked.

How this connects to your business

To decide what comes first, we compare sales impact, effort, prerequisites and what we expect to learn. A website, campaign or CRM change needs to address one of those goals.

What to define

Before designing screens, preparing campaigns or automating, we agree on the problem the project will address. That may be attracting inquiries, converting them into sales, following up, building trust or saving the team time.

• ✓Which sales result we want and how we'll check whether it changes.
• ✓Which channel, team or process has the most urgent problem.
• ✓What we can complete first with the materials and access available.

Expected outcome

A work plan with priorities, owners and deliverables. The team knows what comes first and what it needs to get started.