jeffrschneider/agentcatalog - 4페이지

test-what-a-partner-claims

Reads what a partner brought against the standard the partner process sets. Use it when running `ref/prt/register-a-deal` and `ref/prt/resolve-a-channel-conflict`.

원문 언어: 영어

walk-the-steps-left-before-the-close-date

Walks every step a signature still has to pass, each with its owner and the time it takes, and says whether they fit before the close date or by how much they miss it. Use it when running `ref/sls/inspect-a-deal`.

원문 언어: 영어

answer-what-the-registration-record-holds

Answers another run that needs to know who holds what. Use it when running `ref/prt/resolve-a-channel-conflict` and `ref/prt/run-a-co-sell`.

원문 언어: 영어

set-what-an-approved-claim-protects

Writes what an approved claim covers and what it does not, reads the protection period off the signed agreement rather than agreeing it on a call, and records the claim at a version with every rule result behind it. Use it when running…

원문 언어: 영어

take-in-a-claim-and-resolve-it

Takes a partner's claim as it arrived and resolves it to one account record, so everything decided after that is decided against a single customer. Use it when running `ref/prt/register-a-deal`.

원문 언어: 영어

test-a-claim-against-the-rules

Looks for a claim already live on the same customer, applies the published rules in order and marks each one passed or failed with the reason, and carries the result to the named person who approves, declines or holds it. Use it when running…

원문 언어: 영어

watch-a-claim-to-its-close

Watches what moves on the deal a claim protects, warns the partner before the protection ends, and closes the claim as converted, extended or expired with the reason. Use it when running `ref/prt/register-a-deal`.

원문 언어: 영어

hand-on-the-obligations

Writes what the signed terms owe out as work with owners and dates, so the obligations the agreement created have somebody behind them before anybody starts. Use it when running `ref/prt/structure-an-alliance`.

원문 언어: 영어

model-what-it-is-worth

Models what the arrangement would be worth, with the assumptions written out and the downside case stated beside the upside one, at a version somebody else can rerun. Use it when running `ref/prt/explore-an-alliance` and `ref/prt/structure-an-alliance`.

원문 언어: 영어

price-what-diligence-found

Takes in the diligence result and prices every finding into a term the agreement has to carry, or calls it a stop. Use it when running `ref/prt/run-alliance-diligence` and `ref/prt/structure-an-alliance`.

원문 언어: 영어

set-the-commercial-terms

Settles who charges the customer, who invoices whom and who keeps what, how long the arrangement runs and what notice each ending needs, and stands up the ordering, invoicing and split the joint offer will actually run on. Use it when running…

원문 언어: 영어

settle-what-the-arrangement-has-to-do

Writes down what each side must get before any shape is chosen, then chooses the shape, whether that is a resell, an embed, a joint product, an investment or a purchase, and says why it beat the others considered. Use it when running…

원문 언어: 영어

take-the-paper-from-a-term-sheet-to-signature

Writes the agreed shape onto a term sheet, closes the other side's asks one at a time with a date on every position taken, supplies the shape the definitive agreement is drafted from, and reads every redline back against the term sheet the two companies…

원문 언어: 영어

merge-two-records-into-one

Once a person confirms, chooses the surviving id and the reason it won, repoints the activities, deals, contacts and files at it, tells both owners before the merge rather than after, and closes the losing record pointing at the survivor. Use it when running…

원문 언어: 영어

read-a-proposed-duplicate-set

Takes in a set of records proposed as one thing, reads the rule that matched them and the fields it matched on, and pulls every field, owner and related record off each side. Use it when running `ref/rev/dedupe-and-merge`.

원문 언어: 영어

report-a-merge-and-take-it-back

Reports what a merge changed, takes part in putting one back when a person asks for it, and files which rules matched records that were not one thing and which duplicates no rule ever caught. Use it when running `ref/rev/dedupe-and-merge`.

원문 언어: 영어

score-the-match-and-hold-the-unsure-ones

Scores how sure the match is, keeping the model version and the inputs beside the score, and sends anything under the bar to a person rather than merging it. Use it when running `ref/rev/dedupe-and-merge`.

원문 언어: 영어

set-the-uniqueness-key

Says which fields make two records the same real thing, written as fields rather than as a feeling, for the record definition to carry. Use it when running `ref/rev/define-a-record`.

원문 언어: 영어

agree-the-access-and-open-the-log

Agrees with the other side who gives what to whom and by when, then opens one numbered request log so nothing rests on memory. Use it when running `ref/prt/run-alliance-diligence`.

원문 언어: 영어

carry-the-result-into-the-shaping

Hands the diligence result into the run that shapes the arrangement, so the terms are built on what was actually proved. Use it when running `ref/prt/structure-an-alliance`.

원문 언어: 영어

pull-the-findings-into-one-list

Brings every specialist's finding into one rated list with an owner and a date against each, names every claim that stayed unproved as unproved rather than dropping it, and reports go, go with conditions or stop to the sponsor with the cut scope attached. Use…

원문 언어: 영어

read-the-company-itself

Reads the financial position, naming revenue, runway and how concentrated the revenue is, and establishes who owns anything the company would embed or resell. Use it when running `ref/prt/run-alliance-diligence`.

원문 언어: 영어

turn-a-thesis-into-things-to-prove

Takes the thesis in at its version, writes out every claim it assumes as a thing that has to be proved, and says what is in scope and what is cut, naming the cut areas as cut. Use it when running `ref/prt/run-alliance-diligence`.

원문 언어: 영어

price-the-ask-against-the-card-and-the-floor

Re-prices every line against the rate card at a named version, so the discount is measured off a real list price and never off a previous quote. Use it when running `ref/rev/approve-a-discount`.

원문 언어: 영어

record-the-answer-and-close-the-ask

Records the number approved, the reason, the signer, the band and the quote version it was decided against, then tells the seller. Use it when running `ref/rev/approve-a-discount`.

원문 언어: 영어

route-an-ask-to-the-signer-the-table-names

Builds the published table into the routing so an ask lands at its band, reads the band, the signer and the delegate off that table at the version in force, and puts the packet in front of the signer. Use it when running `ref/rev/approve-a-discount` and…

원문 언어: 영어

take-in-an-ask-and-hold-its-clock

Takes the discount ask, checks it carries its lines, its reason and its evidence, and starts a clock the seller can see. Use it when running `ref/rev/approve-a-discount`.

원문 언어: 영어

test-the-ask-against-what-others-already-got

Reads the evidence the seller supplied and sets the ask against what this customer, this segment and this product already got, with the deals and dates it was given on. Use it when running `ref/rev/approve-a-discount`.

원문 언어: 영어

capture-what-was-said-and-confirm-it

Captures the notes in the buyer's own words, with a speaker against each line and any paraphrase marked as a paraphrase, then reads the summary back for confirmation. Use it when running `ref/sls/run-a-discovery-call`.

원문 언어: 영어

hand-the-notes-on

Hands the confirmed notes to whoever writes the requirement record, and records what the call taught about the questions asked and the people who came. Use it when running `ref/sls/run-a-discovery-call`.

원문 언어: 영어

hold-the-conversation

Runs the call to the question set, and follows the answers when the buyer opens ground the questions did not plan for. Use it when running `ref/sls/record-the-requirements` and `ref/sls/run-a-discovery-call`.

원문 언어: 영어

prepare-a-discovery-call

Works out what the call has to settle, for whom and by when, reads the account first, and names who has to be in the room. Use it when running `ref/sls/run-a-discovery-call`.

원문 언어: 영어

say-what-the-call-did-not-answer

Lists what the call did not answer, each with what it would change, and says whether one more conversation is needed or there is enough to shape against. Use it when running `ref/sls/run-a-discovery-call`.

원문 언어: 영어

decide-the-answer-and-send-it-with-its-evidence

Convenes the decision that upholds a claim, upholds part of it, or refuses it, with the sentence and the record behind it. Use it when running `ref/rev/settle-a-commission-dispute`.

원문 언어: 영어

escalate-what-the-claimant-does-not-accept

Takes a claimant who does not accept the answer to the people partner, on the route the answer named and inside the window it gave. Use it when running `ref/rev/settle-a-commission-dispute`.

원문 언어: 영어

get-the-evidence-behind-the-disputed-line

Freezes the statement version so the argument is about one document, has the records the number rests on pulled, and reads out the plan sentence that governs the line at the version the claimant signed rather than the current one. Use it when running…

원문 언어: 영어

hear-everybody-the-claim-touches

Hears the claimant say what they believe happened in their own words, and hears the other seller and its manager whenever credit would move away from somebody. Use it when running `ref/rev/settle-a-commission-dispute`.

원문 언어: 영어

take-in-a-claim-and-promise-a-date

Takes a claim that a statement is wrong, acknowledges it, and names who holds it and the date the answer comes, before anybody knows whether the claim is right. Use it when running `ref/rev/settle-a-commission-dispute`.

원문 언어: 영어

choose-which-source-answers-which-field

Reads what the definition asks each field to hold, says where each one comes from, picks the sources and the order they answer in, and tests a sample against records already known to be right before anything is bought or written at scale. Use it when running…

원문 언어: 영어

correct-records-a-source-filled-wrong

Once somebody else has fixed the source, goes back over the records it already filled wrongly and corrects them. Use it when running `ref/rev/fix-a-data-quality-failure`.

원문 언어: 영어