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FIELD-SALES4 MIN READ

Sort the Buying Roles

Classify buyer stakeholders using RACI roles for an account plan.

Sort each person by their buying role in a field-sales opportunity. Choose the role that describes their decision work, not how much they like you. Responsible Accountable Consulted Informed Warehouse supervisor who will run the new process daily Regional VP who owns budget and final approval IT manager who must approve data access Store managers who need rollout dates after approval Finance controller who validates payback assumptions Operations director measured on implementation success Frontline team lead who tests whether the workflow fits District admin copied so calendars and launch notices are aligned

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