Before you start: open the call you want to analyse and run Ask Jiminny on it.
Copy the text below and paste it into Ask Jiminny âŹď¸
Using this call, decide which stage of the Value Realisation Framework this customer has reached: Value Definition, Value Delivery, Value Realisation, Value Validation, Value Optimisation or Loyalty.
Structure the output as:
The stage you have chosen, and the closest alternative you ruled out
Two or three quotes from the customer, with timestamps, that support the classification
What is still missing before they could move to the next stage
Finish with the next step for the CSM given where this account sits
Judge on evidence of outcomes, not on mood â âit's going wellâ with no measurable impact is not proof of realisation. Quote this transcript directly for every claim, and if the call does not contain enough to place a stage, say so instead of guessing.