Value → Impact: Quick Guide

Objective

In 10-15 minutes, produce a CRO-ready Value → Impact readout with explicit confidence and caveats.

Fast Workflow

1. Open account or opportunity detail and confirm contract scope.
2. Read category, fulfilment score (if present), readiness, and type.
3. State evidence confidence and any insufficient-data reason first.
4. Compare promised outcomes against delivered impact evidence.
5. Commit two owned actions with dates.

60-Second Executive Output

1. Promise: what we committed to deliver.
2. Evidence: what we can currently prove.
3. Confidence: strength of evidence and caveats.
4. Implication: renewal/expansion durability impact.
5. Plan: two owner-dated actions before next checkpoint.

Decision Rules

• If confidence is low, treat the readout as provisional.
• If insufficient-data is present, prioritize evidence coverage before aggressive expansion calls.
• If recent risk/complaint evidence exists, use conservative readiness framing.
• If linkage is strong and confidence is medium/high, escalation toward expansion is better grounded.

Avoid These Mistakes

• Using Value → Impact as rep scoring.
• Presenting readiness without confidence context.
• Assuming larger commitments are automatically healthy.
• Omitting caveats in leadership reporting.

Next Step

For full interpretation and guardrails, use the Value → Impact: Feature Guide.