Field Tool 07

Decision Journey

Seven stages. One direction of travel. Map where a buying decision is in its internal process, and navigate your entry with precision. This tool is for sellers, not CX teams. The perspective is yours.

01 Status Quo No Search 02 Trigger Change Signal 03 Window Exploration Criteria Forming 04 Typical Evaluation Criteria Set 05 Decision Late Stage 06 Implementation In Delivery 07 Validation Outcome Check

Select a stage to see seller guidance and add your notes

Stages
07
Decision Journey
The question is not whether you can win the evaluation. The question is whether you were in the room when the criteria were written.
Seven stages, one direction. Select a stage to see what is happening internally and what you should be doing about it. This tool maps how organisational buying decisions move. Your job is to navigate that movement.

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Stage Assessment

Your current hypothesis: where in the Decision Journey is this prospect? What signals support that reading, and what does it mean for your next move?

On navigating where decisions form

The assumption most sellers carry, usually without examining it, is that conversations begin at the same point in the decision process. They do not. Some prospects have barely become aware of a problem. Others have already selected a preferred option and are running evaluation as due diligence. The same pitch, delivered to both, will land entirely differently. The discipline of reading where an organisation is in its internal process is one of the most underestimated skills in commercial selling.

Entering at Exploration, before criteria exist, requires more than better prospecting. It requires having something worth saying before the customer knows they need to hear it. That means carrying a well-formed point of view about what kinds of organisations face what kinds of problems, and being willing to introduce that perspective into a conversation that has not yet been defined as a buying process. Most sellers wait for the signal. The best sellers create the conditions for it.

The end of one Decision Journey is the beginning of the next. Sellers who are present at Implementation and Validation are not managing delivery. They are gathering the intelligence that will allow them to enter the next journey at an earlier stage: knowing who is satisfied and who is not, what new problems are emerging, and which stakeholders are now positioned to sponsor a new conversation. The pipeline of the future is built in the delivery phase of today.