Champion Continuity Map
Keep important customer workflows and relationships from depending on one person.
Evidence Locker · Open accessGood questions.
Good questions.
Useful tools.
No locked drawers.
Seven practical worksheets to help you move from an interesting case to a useful conversation. Read online, download a print-ready PDF, or make it your own in Word.
From the case desk to your desk
Pick the question you need to answer.
Each tool includes a use guide, a blank worksheet, a fictional example, and a related case.
Signal Validation & Action Log
Separate an observation from a diagnosis, then turn the investigation into a next action.
Customer Outcome Capture
Capture the customer’s change clearly enough for someone outside the account team to understand.
Purchase-to-Value Scope Check
Distinguish unused entitlement from a solvable adoption gap or a changed business plan.
Budget Decision Map
Make the funding constraint and approval path explicit before discussing solutions.
Engagement Drift Check
Investigate quieter engagement without assuming that silence means dissatisfaction.
Coaching Observation Sheet
Choose coaching support based on observed behavior rather than a quick assumption about the person.