03 / Revenue & Relationships

One relationship. The whole journey.

Identify the right opportunity, understand why it matters, progress the conversation and carry the context into the meeting—without starting from zero at every step.

Choose the commercial motion.

Start with the objective: expand an account, enter an adjacent market, build authority or develop a new proposition. The motion changes the research, evidence and next step.

Qualify the opportunity.

Bring together fit, business context, buyer evidence and the approved offer. Suitable does not mean every reachable contact.

Prepare the approach.

Develop the campaign, message and useful next action around the same commercial intent. Keep the reasoning behind the selection available.

Progress the conversation.

When a buyer responds, the context should not reset. Use the relationship, previous evidence and applicable authority to decide what a relevant next step looks like.

Check the boundary.

A commercially useful opportunity can still require escalation. Decision Authority separates what may be prepared from what may be committed.

Requested9%
Standing authority5%
Authority Lock

This commitment needs you.

The proposed discount exceeds delegated authority. No offer is sent while the decision is pending.

Policy
Commercial discount · v3
Evidence
Prospect reply + opportunity brief
Decision owner
Commercial Director
Action status
Paused; no commitment made

Interactive illustration. No real offer, policy or customer record is changed. Approval here does not send anything.

Carry the context into the meeting.

The person who takes the conversation forward should receive the relevant offer, organisational evidence, buyer context and questions—not a disconnected meeting invite.

Bring one business question.

Explore the relevant Dainin workflow and the decisions behind it.

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