DAYS 1–3001
Prove one useful signal
Baseline 10–15 accounts. Confirm the Dynamics setup, map relationships and pilot one activation play.
Deliverable: working account view + agreed measures
What if every account owner knew which referral relationship to develop, what had changed, and the next conversation to have?
Carriers, TPAs and employers can each contain many referring teams. Our hypothesis: connecting those relationships to approved service signals can reveal where client education, a better handoff or an account review would help.
A digital foundation exists. Your public company post names Dynamics 365 and Power Platform.
The worker experience is evolving. Your Crosstie partnership and published outcomes create a useful starting point for connecting service insight to client conversations.
See the research and assumptions ↓Explore three proposed plays. Each connects a relationship signal to an owner, an action and a measure.
| Referring team | 30-day referrals | Last referral | Signal |
|---|---|---|---|
| East region | 14 | 3 days ago | Active |
| Central region | 10 | 5 days ago | Active |
| West region | 0 | 45 days ago | Review |
West region has 6 contacts and no referrals in 45 days.
Ask the regional sponsor to co-host a referral-readiness session.
A mapped relationship becomes useful when the right person knows the next step.
First eligible referral
Suggested action requires seller review. No automated outreach.
Sponsor → referring team → service owner.
A relevant next step, owned by a person.
Referral activity, team activation and handoffs.
Proposed shared view across sales and service. Existing case workflows and the worker portal remain part of the journey.
Carrier · TPA · employer
Educate · activate · refer
Coordinate the handoff
Support engagement
Learn · renew trust · repeat
I would work alongside your sales, operations and technology teams, own the pilot and coach the behaviors that make it useful.
Baseline 10–15 accounts. Confirm the Dynamics setup, map relationships and pilot one activation play.
Run weekly sales-and-service reviews. Coach Challenger conversations and test account briefs prepared by agents under human management and control.
Review progress against the baseline. Train an internal owner and decide what to scale, adapt or stop.
Targets follow the baseline. We would validate data access, licensing and feasibility before implementation.
I combine revenue leadership, Challenger selling and agents under human management and control to turn account insight into useful action.
I work with a handful of clients, own a focused outcome and leave your team able to sustain it. We establish the operating rhythm, measure progress and hand it over to your people.
15-minute call (free) → Revenue POV (free) → 30-Day Revenue Sprint (fixed fee) → Fractional CRO / Interim VP Sales (from $10K/month).
Dynamics 365 Sales, Dynamics 365 Customer Service, Dynamics 365 Customer Insights, Microsoft 365 Copilot, Copilot for Sales, Copilot Studio, and custom agents under human management and control. We validate the relevant products and existing licenses before proposing implementation.
Start with 15 minutes. If there is a clear fit, agree one focused outcome.
Your public company post names Dynamics 365 and Power Platform. Your published program results and Crosstie partnership show existing investment in outcomes and the worker experience. Our hypothesis: connect approved service signals with account relationships to guide the next client conversation.
This concept proposes account mapping, referral-team activation and a shared sales/service review. It does not claim your current system lacks these capabilities. Installed modules, licensing, data availability and integration feasibility need validation. Agents operate under human management and control; their suggestions require review.
Research reviewed October 15, 2026. Company facts are sourced above; CRM design and recommended practices are Agilidy hypotheses. No performance uplift is promised.