“We work hard, and nothing lands.”
Know where to focus next.
Mach reads your researched accounts and says who comes first, what to lead with and who does what.
From researched accounts to a plan
Each account, with a plain reason.
One person, one fact and your closest proof.
The next two weeks, one job per person.
Scranton Bankthe CTO asked in public how to keep loans moving through a system switch.
A new head of digital, but no confirmed loan-system project.
Trust services only, no loans. Not who this offer is for.
CTO at Scranton Bank. Whether they can buy is still unknown.
- Why now
- The CTO asked how to keep loan applications moving through the switch.
- Lead with
- The The Good Corp work, as it happened.
- First ask
- Would a short outline of that approach help?
- Mike
Picks the focus and the approach.
- AP
Checks the contact and writes to the CTO.
- Les
Readies The Good Corp proof and the outline.
Examples on this page use made-up companies and people. Trying them changes nothing.
Give your buyers something worth reading.
From the same research, Mach suggests pieces that help one buyer answer one question.
An outline for the first talk.
The Good Corp approach on one page, with questions about how Scranton moves loans today.
- Who it helps
- The CTO and the Head of Operations, who run the switch.
- Still to learn
- How Scranton follows up open loans today.
A checklist the buyer can test.
Steps to follow one loan application through the switch.
- Who it helps
- Operations leaders planning a switch.
- Still to learn
- Any time saved. Claim none without proof.
An answer to the money question.
Which costs to check, and what a pilot should measure.
- Who it helps
- The person who approves the spend, once known.
- Still to learn
- The budget, and who approves it.
More on content buyers can use.
Your team knows what to learn next.
The plan keeps its gaps beside it, so nobody mistakes a guess for a fact.
We're moving to a new loan system in March. How did other community banks keep loan applications moving during the switch?
Loan applications kept moving while the bank changed systems.
Budget, final decision maker, approval process and timing are not confirmed.
The plan gives reasons, not a buying forecast. It contacts no one and publishes nothing.
Questions about the Sales plan.
It uses your company knowledge and researched accounts. It recommends priorities, people to approach and the next two weeks of work.
No. The plan explains why an account may be worth working. Missing budget, authority and purchase timing stay unknown until you confirm them.
It recommends useful pieces, their intended reader and where to share them. Recommendations are not finished or automatically published material.
No. Check the approach, then use a playbook when you are ready. You choose how much to check there.