Run the account

Lens

How Sidekick reads these meetings when you walk this route.

These meetings keep an account alive. Closing 4+ means every request left with an owner and a date. Pushback 4+ means a new request was named as new scope, with its impact and a decision asked for, not absorbed. Clarity 4+ means numbers and names instead of adjectives. A status update that only reports is routine; one that ends by asking for a decision is Influence 4+.

Path

Milestones tick themselves as your meetings meet them, in order.

1. 1
   End 3 status meetings with owners and datesScore 4+ out of 5 on Closing in 3 status meetings or 1:1sskill:closing >= 4 x3 kind:status|one_on_one
2. 2
   Five commitments closed on time5 commitments closed on timecommitments:ontime x5
3. 3
   Scope creep named and pricedA Great pushback moment in status meetings or workshopsmoments:great x1 skill:pushback kind:status|workshop
4. 4
   Closing ProficientClosing level 60 (Proficient)level:closing >= 60

Focus tracks

Each one becomes a skill with its own level once you walk the route; unrated until then.

Achievements

• Clean brief ×5Five account commitments closed on timecommitments:ontime x5 kind:status|one_on_one|workshop|briefing
• Said no, kindlyThree times new scope was named, with its impact and a decision asked formoments:great x3 skill:pushback kind:status|workshop
• In numbersFive updates said in figures and names, not adjectivesskill:clarity >= 4 x5 kind:status|briefing
• Asked for the decisionThree status meetings that ended in a decisionmoments:great x3 skill:influence kind:status
• Ten for tenTen meeting goals achievedgoal:achieved x10

Drills

Lines to practice your answer to, before the meeting where someone says them.