Open questions
Questions that aren't resolved yet, paired with Align's suggested next step and the people the facilitator should bring into the room.
Should Product A specialist roles launch in H2 or pilot in one region first?
The North America Sales Lead raised the pilot recommendation; it has not yet been discussed with the Solutions Lead or EMEA Sales Lead.
Pull historical data on past role pilots vs. global launches. Schedule a 45-min decision meeting this week with the North America Sales Lead, Solutions Lead, and EMEA Sales Lead.
What is the explicit trigger for moving from 50/50 to 40/60 weighting?
The RevOps VP and Sales Strategy Lead want documented criteria; current language is too soft.
Draft attribution-maturity scorecard with 3–4 quantitative thresholds (data quality %, dispute rate, latency). Circulate for LT input.
How is RM/CSM account strategy disagreement escalated and resolved?
Multiplier model assumes alignment; needs documented escalation path.
Draft escalation ROE (RM/CSM → pod lead → segment director, 5-day SLA). Validate with the North America Sales Lead and EMEA Sales Lead as segment leaders.