jeffrschneider/agentcatalog - 5ページ

fill-a-field-and-stamp-where-it-came-from

Takes the records missing what the definition requires and fills the empty fields, stamping every value with its source, its date and the confidence behind it. Use it when running `ref/rev/enrich-a-record`.

原文の言語: 英語

hold-back-a-fill-under-the-bar

Holds a fill that falls under the confidence bar instead of writing it, and puts it to the record owner, who accepts it, edits it or rejects it. Use it when running `ref/rev/enrich-a-record`.

原文の言語: 英語

report-the-fill-and-score-the-sources-again

Reports what was filled by source, what it cost, what disagreed with a typed value, and what stayed empty. Use it when running `ref/rev/enrich-a-record`.

原文の言語: 英語

follow-the-opening-into-the-deal

Sits in the intake where a recorded opening is picked up to be worked, and takes back afterwards what the customer actually said, so the outcome sits against what the signal predicted. Use it when running `ref/sls/open-an-expansion-deal`.

原文の言語: 英語

name-the-opening-and-clear-it-of-overlap

Says in one sentence what the customer would buy and why now, then takes out whatever the renewal already covers and whatever an open deal already covers. Use it when running `ref/sls/spot-an-expansion`.

原文の言語: 英語

put-a-range-on-what-it-could-be-worth

Writes a range with the assumptions next to it, marked as not a forecast. Use it when running `ref/sls/spot-an-expansion`.

原文の言語: 英語

read-the-account-before-anything-else

Checks whether the account may be approached at all, given collections, disputes and any open support crisis, and reads what they own today with the limit on every metered line. Use it when running `ref/sls/spot-an-expansion`.

原文の言語: 英語

score-the-opening-and-record-the-decision

Scores the opening against the scoring model at a version, with every input and the evidence behind it, records the person's decision in their own words, and hands the finding on. Use it when running `ref/sls/spot-an-expansion`.

原文の言語: 英語

test-the-opening-with-the-people-it-lands-on

Finds the named people the change would land on and asks them whether the problem is theirs, keeping their answers in their own words with the date and who heard them. Use it when running `ref/sls/spot-an-expansion`.

原文の言語: 英語

decide-a-request-against-the-fund

Scores a request against the published eligible list, checks the balance is there, prices the organization's share with the match and the cap applied, decides it, holds the money against it, and records the decision with the reason it rests on. Use it when…

原文の言語: 英語

divide-the-money-and-open-the-fund

Runs the rule against every partner, checks the amounts sum to the money that exists, opens the signed amounts on the books, and publishes the rule, the eligible list and the deadlines where every partner can read them. Use it when running…

原文の言語: 英語

draw-the-fund-down-against-a-claim

Scores each claimed cost against the eligible activity list, records the payment and draws the partner's fund down against it, and puts back whatever the claim did not use. Use it when running `ref/prt/check-and-pay-a-claim`.

原文の言語: 英語

hold-the-fund-through-the-period

Watches the balance as it is committed, moves money that will not be spent before the period closes and tells every partner the same thing on the same day when it does, and files what the period taught. Use it when running `ref/prt/allocate-the-fund`.

原文の言語: 英語

set-the-allocation-rule

Takes in the approved budget, reads what last period's fund did, and settles the rule the money will be divided by. Use it when running `ref/prt/allocate-the-fund`.

原文の言語: 英語

build-the-account-picture

Gathers everything the sale produced into one place with a date on each item, writes the account picture with a source behind every claim in it, lists every promise made along the way with who made it and to whom, and maps who decides, who pays and who uses…

原文の言語: 英語

close-the-sales-side-out

Closes out what the seller still owes, each item with a date, against what the new owner now holds. Use it when running `ref/sls/hand-over-to-delivery`.

原文の言語: 英語

hand-the-account-over-internally

Scores the package against the checklist at a version and holds the session where the seller walks the new owner through the account and the new owner asks what the package did not answer. Use it when running `ref/sls/hand-over-to-delivery`.

原文の言語: 英語

introduce-the-new-owner-to-the-customer

Settles who says what to the customer and through which channel, makes one introduction, puts the first working session in diaries on both sides, and keeps the run open until the customer confirms they know who to call. Use it when running…

原文の言語: 英語

take-in-the-order-and-name-the-new-owner

Takes the booked order in with its identifier and the opportunity every note hangs off, and records the person a decision maker names as the new owner of the relationship. Use it when running `ref/sls/hand-over-to-delivery`.

原文の言語: 英語

answer-what-was-actually-asked

Writes a reply that answers the question that was asked, having first read what is already known about whoever asked, and sends it on the channel the inquiry came in on. Use it when running `ref/sls/answer-an-inbound-inquiry`.

原文の言語: 英語

close-the-run-against-the-promise

Hands the inquiry and everything read on the way to qualification, then records how long the answer took against what was promised. Use it when running `ref/sls/answer-an-inbound-inquiry`.

原文の言語: 英語

open-an-inquiry-and-start-the-clock

Takes the inquiry in on the channel it arrived on and starts the clock the promised answer time is measured against. Use it when running `ref/sls/answer-an-inbound-inquiry`.

原文の言語: 英語

write-down-what-was-said

Writes the first conversation up against the record, including every commitment made in it, who made it and when it is due. Use it when running `ref/sls/answer-an-inbound-inquiry`.

原文の言語: 英語

agree-the-flows-field-by-field

Names the system on each side with the person who owns it, agrees every field that moves with its direction, its cadence and what starts the move, and gets a decision on which side is right where the two owners disagree. Use it when running…

原文の言語: 英語

hand-a-live-link-over-and-keep-checking-it

Hands the running link to whoever administers the tool, with the flow record, the credentials and the date it is next checked, and reads it again on that cadence to see it still carries. Use it when running `ref/rev/administer-a-tool` and…

原文の言語: 英語

name-what-a-tool-must-connect-to

Brings the systems either side into the evaluation of a tool, says what that tool would have to connect to, and takes the tool once it has been chosen. Use it when running `ref/rev/choose-a-tool` and `ref/rev/integrate-a-tool`.

原文の言語: 英語

prove-a-link-away-from-live

Builds the link where no real record is written, moves a known set and counts both sides field by field, and breaks the link on purpose to see what it retries, duplicates, drops and queues. Use it when running `ref/rev/administer-a-tool` and…

原文の言語: 英語

stop-the-links-when-a-tool-goes

Finds everything that depends on a tool being retired, takes the export while the tool still runs, and stops each link on the record, saying what it was carrying and where that now comes from. Use it when running `ref/rev/retire-a-tool`.

原文の言語: 英語

switch-a-link-on-and-watch-it

Puts the link through the review that has to clear, switches it on with a written way back, watches the first runs, and reconciles the counts on both sides afterwards. Use it when running `ref/rev/integrate-a-tool`.

原文の言語: 英語

write-down-what-flows-where

Keeps the record of what flows where at a version, naming the fields it does not yet cover, so anybody can read what a system is fed and what reads it without opening the link. Use it when running `ref/rev/integrate-a-tool`.

原文の言語: 英語

build-it-and-prove-it-on-a-customer

Sees the connection built and run end to end with what passed and what did not written down, then proves the offer on one named customer with both sides watching, before anybody announces it. Use it when running `ref/prt/plan-the-integration`.

原文の言語: 英語

design-the-connection

Designs the interfaces, the data, the identity and the limits each side agreed to, and plans the test systems and test accounts on both sides and what data they hold. Use it when running `ref/prt/plan-the-integration`.

原文の言語: 英語

hold-the-readiness-gate

Works the readiness list item by item and puts the gate itself to a person, with any waiver naming who waived it and the risk they accepted, then hands the running alliance on to partner management. Use it when running `ref/prt/plan-the-integration`.

原文の言語: 英語

take-in-the-terms-and-set-the-scope

Reads the signed agreement for what it obliges technically and when each obligation comes due, then sets what has to connect, how deep it goes and what deliberately does not connect. Use it when running `ref/prt/plan-the-integration`.

原文の言語: 英語

test-another-company-technology

Runs the other company's product against our own real cases and reads what that product depends on, naming the licenses and the third parties behind it, so a dependency that would block embedding or reselling is found while the deal can still change. Use it…

原文の言語: 英語

amend-a-plan-at-review

Names the gaps out loud at review with the person closest to each, carries what the sponsors decided into an amendment, and marks the changed lines against the version they replace. Use it when running `ref/prt/review-a-joint-plan`.

原文の言語: 英語

pick-the-accounts-and-the-plays

Picks the accounts and segments both sides go after together, with the reason written on each one and the conflict or the owner behind every account removed, then names the plays run against them. Use it when running `ref/prt/write-a-joint-plan`.

原文の言語: 英語

price-our-side-of-the-plan

Prices what our share of the plan costs and holds that cost against the budget line it is paid from. Use it when running `ref/prt/write-a-joint-plan`.

原文の言語: 英語

settle-what-each-side-signs-up-to

Settles the numbers each side works to and what each side puts in by way of people, money and time, with the person on each side who confirmed it. Use it when running `ref/prt/write-a-joint-plan`.

原文の言語: 英語

write-the-plan-at-a-version

Puts one named owner and one date on every milestone and writes the plan at a version both sides read from the same place, with every blank filled or marked open. Use it when running `ref/prt/write-a-joint-plan`.

原文の言語: 英語