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Capstone - The Mock Account Loop1 / 2

1 min lesson

One account team with Sales

Explain the practical point behind "Meridian should never sense daylight between you and Sales."

Step 1 of 2

One account team with SalesNo surprises, no turf

The expansion is a commercial motion, so Sales has to be in it from the start and not handed a closed deal at the end. Brief the account executive, or AE, on the proof, the target BU and the timing before you talk numbers with the customer. Meridian should never sense daylight between you and Sales.

Interview move

A cross-functional interviewer will want to know whether you guard turf or make the team better. Volunteer the coordination unprompted: "I'd line up the expansion with the AE before I floated it to the customer, so the proof I bring and the commercial ask are one conversation. The customer should see a single account team, an ADM and a rep with the same agenda." That answers the question before anyone asks it.

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Optional practice

Test yourself on One account team with Sales

QWhat is the clearest sign that an expansion play is earned rather than pushed prematurely?