# Map the buying committee for a B2B deal

**trustWF workflow pack** · Sales & Customer Service

## Outcome
A stakeholder map, evidence-backed gaps, and a role-specific engagement plan.

## Who this is for
An account executive or business development manager working on a multi-stakeholder sale

## What to provide
Required: deal objective, known stakeholder roles, conversation notes, decision process evidence, and next milestone. Optional: public organizational information with sources. Remove personal contact details and confidential identifiers.

## Steps
1. List only known stakeholders and the source for each role or requirement.
2. Distinguish confirmed decision criteria from unverified assumptions about influence or preference.
3. Identify missing roles or unanswered process questions that could block a decision.
4. Create a respectful engagement plan with a useful next question for each relevant role.

## Copy-ready instructions
STAGE 1 — 1. Build the evidence map
When to use: Use before planning outreach.
Prompt: Help me map stakeholders in a B2B opportunity. Deal objective and solution scope: [details]. Known stakeholders using role labels or initials only: [list]. Notes from interactions: [anonymized notes with dates]. Confirmed decision process or requirements: [evidence]. Public sources and dates, if any: [details]. For each person/role, list only confirmed role, stated interest/requirement, source, and date. Put assumptions in a separate column. Do not infer motives or decision authority from personal characteristics.
Expected return: An evidence map with role, stated concern, source/date, confirmed influence if explicitly known, and unknowns.
User check: Check source dates and make sure assumptions are not phrased as facts.

STAGE 2 — 2. Identify coverage gaps
When to use: Use after checking the map.
Prompt: Review the stakeholder map above for deal-process coverage. Consider user, technical evaluator, procurement, finance, legal, operations, sponsor, and final approver only where relevant. Mark each as confirmed, possible, not applicable, or unknown; do not claim a person exists without evidence. Identify the three most useful questions to clarify how requirements are evaluated and who participates.
Expected return: A coverage table and three neutral discovery questions.
User check: Confirm categories fit this deal and do not pressure the buyer to disclose confidential information.

STAGE 3 — 3. Plan the next engagement
When to use: Use after correcting missing roles.
Prompt: Create a role-aware engagement plan for [next milestone/date]. For each confirmed or relevant stakeholder role, specify purpose, approved evidence to share, a respectful question, owner, and next step. Include a coordination note so the buyer does not receive duplicate or conflicting outreach. Do not draft claims beyond approved material.
Expected return: A short engagement table and coordination checklist.
User check: Review account permissions, contact preferences, and product claims before outreach.

## Review before using
Do not infer sensitive personal traits, motives, or authority from names or demographics. Verify public research with current sources when browsing is available; cite source and date.

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Use the result as a draft. Review it for accuracy, context and any required approvals.