Targeting
Build focused account lists from the market you are actually pursuing.
Business development
Business development fails when targeting, relationship context, outreach, qualification, and handoff live in different places.
Build focused account lists from the market you are actually pursuing.
Keep notes and evidence attached to the account, not a private document.
Move qualified conversations into pipeline without losing the why.
BD-specific control
The first version should define qualification, owner, handoff criteria, and reporting before automation gets added.
Honest proof posture
No customer outcomes or case-study claims appear here until permission and measurement are approved.
Next step
Use the working session to decide what the first configured version should include and what should stay out of scope.