Client workspace
One place to review the customer, current work and evidence behind your recommendations.
Choose a customer to open their workspace.
Operating pulse
A short view of the current delivery signals. The records below remain the source of detail and review.
Recent client activity
Engagements
The agreed delivery record connects the customer, opportunity, outcome and delivery owner.
Create or edit an engagement
Engagement agreement
Keep scope, responsibilities, commercial terms, approval state and proposed changes connected to delivery. This is an internal agreement record, not an electronic signature.
Create or update an agreement record
Team & opportunities
Assessments & discovery
Assessment findings report
Internal working report. Findings are entered and reviewed by you; ratings never become conclusions automatically.
Add or edit a finding
Action plan
Reviewed findings become linked actions. Save a draft, then approve the agreed work.
Results scorecard
Keep the starting point, target and latest result together. A completed task is not proof that the customer outcome improved.
Add or update a result measure
Client operating reviews
Use one record to compare results, confirm delivery progress, surface blockers, make decisions and carry commitments into the next meeting.
Add or update an operating review
Risks & decisions
Keep threats and decisions in separate registers with an owner, timing and resolution history.
Risk register
Decision register
Add or update a risk
Add or update a decision
Temporary coverage
Record who can cover customer work and why. This prepares hosted sharing rules without changing access in this local preview.
Knowledge transfer & handoff
Record the procedure, primary and backup owners, practice evidence and customer acceptance needed for the client team to sustain the work.
Add or update a transfer record
Projects & milestones
Support tickets
Conversations & commitments
The customer journey
Start where the customer needs help. Keep their contacts, opportunities and conversations connected through each handoff.
Three focus opportunities
A focus layer—not a claim that other relationships do not matter.
Follow-ups requiring attention
Due, overdue, or missing a reliable next move.
Recent sales activity
A local evidence trail of what changed.
Discovery
Select an opportunity, understand the need, then review the findings and agree on a next step.
Client assessments
Use during a meeting or prepare a questionnaire for client follow-up.
Implementation
Start with an agreed scope. Confirm outcomes, ownership, milestones and the handoff to support.
Create a project from a won opportunity, or start a standalone customer project. Track the work here and use a kickoff conversation to confirm the plan.
Projects
Opportunity handoff
Client onboarding
Review the agreed engagement, onboarding guide, kickoff plan and first approved action before starting delivery.
Implementation conversations
Support
Capture the request, agree on the next action, and confirm the outcome with the customer.
Support tickets
Support conversations
Start a customer conversation or continue an existing support record from one place.
Tickets track requests, priorities, owners and resolutions. Target dates are internal commitments; automated SLA alerts and customer notifications are not enabled in this local preview.
Capture before categorizing
Customer intake
Preserve what you know. Clarify the relationship only when you have enough context.
Quick notes
A name, referral, conversation, company, or possibility.
Capturing a lead does not qualify it or create a forecast. You decide what it means next.
Clarification path
One honest decision at a time.
1 · IdentifyWho is this and what is the source?
2 · UnderstandIs there a real need or only a possibility?
3 · ActWhat is the concrete next action?
4 · ProtectWhich privacy scope applies?
Requests to clarify
Nothing disappears and nothing becomes pipeline without review.
Customer and relationship records
Contacts & companies
People and organizations stay distinct while their shared history remains connected.
Contacts
People can exist without an opportunity and can share a company.
Companies
Organizations with their associated people and open opportunities.
Prepare · conduct · review
Client conversations
Fillable meeting and call playbooks connected to the client, participants, and—when appropriate—the opportunity.
Current boundary. This remains private and local. It does not record calls, send summaries, schedule meetings, or automatically move opportunities.
Evidence-based revenue movement
Sales revenue
See what is open, what is realistically weighted, when it may close, and where the forecast needs better evidence.
Sales Revenue Flow Map
Follow evidence from relationship to revenue
Select a stage to see its opportunities, requirements, value, and downstream effect.
Revenue forecast
Expected and weighted value by close period. Missing dates remain visible.
Forecast health
Data gaps and aging signals that make revenue less reliable.
Commercial-to-delivery handoff
Won opportunities stay in sales history while this compact review shows whether delivery is ready to begin.
Stage exit criteria
The minimum evidence required before moving right.
Open-loop control
Follow-ups
Every promised return, next conversation, and externally dependent action remains visible.
Reflect before forecasting
Weekly sales review
Get the pipeline clear, current, and credible before choosing next week’s focus.
Weekly review preparation
Automatically assemble the facts. You still interpret them and complete the review.
Review checklist
Complete the system review—not just the notes.
Live sales signals
Generated from the current local records.
Commercial-to-delivery signals
A quick handoff check during sales review. Use the client workspace for the full delivery record.
Team coverage
Review assigned sales and delivery work together. This reflects record ownership; hosted roles will apply visibility rules after deployment.
Coverage plans needing review
Confirm temporary coverage before it expires, and keep one accountable owner. This prepares the operating cadence for hosted sharing rules; it does not grant access here.
Review history
Dated snapshots, not rewritten memory.
Tools for client work
Choose a template to create a separate client copy.
Saved client worksheets
Sales Practice Lab
Practice judgment before the stakes are real.
Courses, guided roadmaps, discovery practice, and applied assessments turn PKD’s relationship-first standard into repeatable sales behavior—without changing a single customer or pipeline record.
Founding standard
Relationships first.Evidence before optimism.
Progress is private, local, retry-friendly, and included in your CRM backup.
Interactive learning path
Six essential practices
Learn the principle, make a choice, receive feedback, practice, check understanding, and reinforce it in the real workspace.
Attempt history
Every check is preserved so improvement stays visible.
Learning boundary
Practice is connected to work, but it never performs the work for you.
Courses may open the related CRM workspace. They cannot add, edit, move, qualify, forecast, or contact anyone.
Passing means you met this local course check. It is not professional certification, legal advice, or authorization to act outside your approved sales process.
Core path
Relationship-to-revenue roadmap
Begin before a person becomes a lead. Advance only when the evidence supports it.
Choose by the job of the conversation
Specialized roadmaps
One primary path, with complexity added only when it is truly present.
Baseline diagnostic
Seven unscored questions recommend where to begin. You remain free to choose another path.
No baseline completed yet.
Applied standard
85 overall, at least 70 in every dimension, and no critical safety failure.
RelationshipTrust, permission, pace
DiscoveryPurposeful, adaptive questions
EvidenceFacts, assumptions, unknowns
EthicsPrivacy and truthful conduct
Roadmap assessments
Complete a roadmap’s practice, then test your judgment in a fictional case.
Assessment history
Versioned attempts, dimension scores, and safety flags remain visible.
Discovery Question Coach
Ask with purpose—not from a script
Search by question purpose. Each entry explains what to ask, what to avoid, and why.
Strengthen the question
Practice replacing a leading question with one that invites evidence.
Weak: “You need better accountability, right?”
Discovery preparation checklist
Use synthetic practice only in this local toolkit.
Discovery synthesis practice
Build a source-faithful summary before proposing. Free text is saved locally and never scored.
Use a fictional case here. Do not enter sensitive customer information you do not want stored in this browser.
Content version 1.0 · researched and editorially reviewed September 24, 2026.