Agree the problem, the scope and how we will work

Objectives, product, market status, channels and team context

Identify the primary constraint across discovery, trust, engagement or sales coordination

Diagnosis summary and fact-gap register

Growth advisor

Business owner

Are the problem, scope and fact ownership clear?

Context completeness and constraint priority

Product evidence, candidate markets, customer history and competitive context

Assess market fit, buyer roles, procurement questions and trust thresholds

Target-market and buyer hypotheses

Market research owner

Product or export owner

Is there a product-market path worth testing?

Source traceability and hypothesis clarity

Diagnosis, market hypotheses, budget, resources and timing

Define the product, market, buyer journey, shared inputs and exit conditions

Pilot scope, milestones and measurement plan

Project owner

Decision owner

Are scope, resources, ownership and stop conditions approved?

Baseline and acceptance-metric coverage

Product facts, credentials, FAQs, pricing and delivery boundaries

Govern facts and build content, web, knowledge and sales assets

Approved content and knowledge foundation

Content and digital-asset owner

Fact and approval owner

Have critical facts and high-risk claims passed review?

Evidence coverage, approval status and open gaps

Approved assets, channel permissions, tracking and routing rules

Launch the pilot and test pages, forms, channels and ownership

Operational pilot path and launch record

Delivery owner

Channel, IT and sales owners

Have end-to-end tests, rollback and ownership passed?

Critical-path success and defect status

Buyer inquiries, approved knowledge, qualification fields and risk rules

Capture context, answer low-risk questions, recognize intent and route

Complete lead record, risk flags and human task

Engagement-system owner

First-response sales owner

Does the lead meet human follow-up or exit criteria?

Information completeness, first response and handoff completion

Qualified lead, RFQ, product, technical and commercial rules

Progress meetings, samples, quotations, objections and next actions

Opportunity stage, owner, next action and result

Process and data advisor

Sales, technical and quotation owners

Continue, nurture, pause or close?

RFQ, sample, quotation and next-action completion

Content, web, lead, sales-action and business-stage data

Separate system performance, market fit and team execution issues

Findings, attribution and action register

Data or project owner

Business and sales owners

Is the evidence sufficient for a change decision?

Data completeness, action closure and stage movement

Approved findings and priorities

Adjust content, web, knowledge, routing or sales workflow

Versioned changes and validation results

Relevant module owner

Change approval and execution owner

Does the change improve the baseline without adding unmanaged risk?

Selected metric movement and new defects

Pilot outcomes, limitations, team inputs and next-stage opportunity

Evaluate whether to continue, scale, change direction or stop

Evidence-based decision and next scope

Client success or commercial owner

Executive decision owner

Do value, ownership, budget and risk support the next stage?

Pilot-objective completion and unresolved dependencies