Customer System
Need, urgency, risk, budget, authority, politics, timing, expectations, current state, desired future state.
A customer operates within objectives, constraints, risk tolerance, budgets, politics, priorities, and timing. A provider operates within capabilities, capacity, economics, delivery model, experience, and strategic direction. The environment adds competition, regulation, market movement, technology shifts, and trigger events.
Need, urgency, risk, budget, authority, politics, timing, expectations, current state, desired future state.
Capability, capacity, economics, differentiation, delivery model, credibility, experience, strategic interest.
Competitive pressure, market change, regulation, technology, talent, supply, demand, trigger events.
Account selection should consider the visible condition of the customer, the strategic fit of the provider, and the movement occurring in the environment. A problem alone is insufficient. Capability alone is insufficient. The useful signal is alignment among systems.
| Evidence Type | What it reveals | Why it matters |
|---|---|---|
| Access | Who is willing to engage | Tests stakeholder path |
| Specific Need | What changed or matters now | Tests relevance and urgency |
| Constraints | What limits action | Defines the real path forward |
| Mutual Next Step | What both parties commit to do | Separates motion from activity |