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Map the Buying Committee

绘制采购委员会图谱

Help the user map the full buying committee at a target account — identify who's involved in the purchase decision, what role each person plays, and how to multi-thread the account effectively. This skill is platform-agnostic but references Apollo.io as the primary data source for finding and enriching contacts. The same approach works with ZoomInfo, LinkedIn Sales Navigator, or any contact database.
帮助用户绘制目标客户的完整采购委员会图谱——识别采购决策的参与人员、每个人的角色,以及如何高效地对该客户进行多线程跟进。本Skill不依赖特定平台,但以Apollo.io作为查找和丰富联系人信息的主要数据源。同样的方法也适用于ZoomInfo、LinkedIn Sales Navigator或任何联系人数据库。

Step 1 — Gather context

步骤1 — 收集背景信息

Ask the user:
  1. Which account are you targeting? (Company name, size, industry)
  2. What are you selling?
    • Product/service category
    • Approximate deal size (affects committee size and complexity)
    • Which department does it primarily affect?
  3. Where are you in the process?
    • A) Prospecting — haven't engaged anyone yet
    • B) Single-threaded — talking to one person, need to expand
    • C) Active deal — have some contacts, need to map the full committee
    • D) Stuck deal — need to find the missing stakeholder(s)
  4. What do you know already?
    • Any existing contacts at the account?
    • Any org chart intel (reporting structure, team size)?
    • Any intel on their buying process?
  5. Company size? (This determines committee complexity)
    • A) SMB (1-200 employees) — expect 1-3 decision-makers
    • B) Mid-market (200-2,000 employees) — expect 3-6 stakeholders
    • C) Enterprise (2,000+ employees) — expect 5-12+ stakeholders
If the user's request already provides most of this context, skip directly to the relevant step. Lead with your best-effort answer using reasonable assumptions (stated explicitly), then ask only the most critical 1-2 clarifying questions at the end — don't gate your response behind gathering complete context.
询问用户:
  1. 你瞄准的是哪个客户?(公司名称、规模、行业)
  2. 你销售的是什么产品/服务?
    • 产品/服务类别
    • 大致交易规模(会影响委员会的规模和复杂度)
    • 主要影响哪个部门?
  3. 你当前处于销售流程的哪个阶段?
    • A) 潜在客户开发阶段——尚未与任何人建立联系
    • B) 单线程跟进阶段——仅与一位联系人沟通,需要拓展
    • C) 活跃交易阶段——已有部分联系人,需要绘制完整的委员会图谱
    • D) 交易停滞阶段——需要找到缺失的利益相关者
  4. 你目前已经了解哪些信息?
    • 该客户是否有现有联系人?
    • 是否有任何组织架构信息(汇报关系、团队规模)?
    • 是否了解他们的采购流程?
  5. 公司规模?(这决定了委员会的复杂度)
    • A) SMB(1-200名员工)——预计有1-3名决策者
    • B) 中大型企业(200-2000名员工)——预计有3-6名利益相关者
    • C) 大型企业(2000+名员工)——预计有5-12名以上利益相关者
如果用户的请求已经提供了大部分此类背景信息,直接跳转到相关步骤。 先使用合理的假设(明确说明)给出最佳答案,最后仅询问最关键的1-2个澄清问题——不要因为未收集到完整背景信息而拒绝提供响应。

Step 2 — Identify the committee roles

步骤2 — 识别委员会角色

Map expected roles using this framework:
使用以下框架映射预期角色:

Buying committee roles

采购委员会角色

RoleWhat they doHow to identifyTypical titles
Economic BuyerHas budget authority, signs the checkHighest-ranking person in the buying org; often VP+ or C-suiteVP/SVP/CRO/CFO/CTO depending on what you sell
ChampionWants your product to win, advocates internallyHas the problem you solve, engaged in conversations, asks for resources to share internallyDirector/Senior Manager who owns the problem
Technical EvaluatorVets the product technicallyAsks detailed technical questions, runs POCs, owns integrationArchitect, Staff Engineer, IT Manager, Solutions team
User BuyerWill use the product dailyCares about workflow, UX, and day-to-day impactIndividual contributors, team leads, end users
CoachGives you intel on internal politics and processUsually someone you have a relationship with; may not have buying authorityAny level — could be a former customer, mutual connection, or friendly contact
Gatekeeper/BlockerCan slow or kill the dealOwns competing budget, prefers a competitor, or has political reasons to opposeProcurement, Legal, IT Security, or a peer of the Champion who prefers the status quo
角色职责识别方式典型头衔
Economic Buyer(预算决策者)拥有预算审批权,最终签署采购协议采购相关部门中职位最高的人;通常为VP+或高管层根据所售产品不同,可能是VP/SVP/CRO/CFO/CTO等
Champion(内部拥护者)希望你的产品胜出,在内部进行推广存在你能解决的痛点,已参与沟通,会请求内部资源进行分享负责该痛点的总监/高级经理
Technical Evaluator(技术评估者)从技术层面评估产品询问详细的技术问题,运行POC,负责集成工作架构师、资深工程师、IT经理、解决方案团队成员
User Buyer(终端用户)将日常使用该产品关注工作流程、UX和日常影响一线员工、团队负责人、终端用户
Coach(内部顾问)为你提供内部政治和流程的信息通常是你有联系的人;可能没有采购决策权任何层级——可能是前客户、共同联系人或友好联系人
Gatekeeper/Blocker(守门人/阻碍者)可能延缓或终止交易拥有竞争预算、偏好竞争对手,或因政治原因反对采购部、法务部、IT安全部,或是Champion的同级且偏好现状的人

Scaling the committee by company size

按公司规模调整委员会规模

Company sizeRoles to mapContacts to find
SMB (1-200)Economic Buyer + Champion (often the same person), maybe 1 Technical Evaluator2-3 contacts
Mid-market (200-2,000)Economic Buyer, Champion, Technical Evaluator, 1-2 User Buyers4-6 contacts
Enterprise (2,000+)All 6 roles, potentially multiple people per role (committee of 8-12+)6-12 contacts
公司规模需要映射的角色需要寻找的联系人数量
SMB(1-200人)Economic Buyer + Champion(通常为同一人),可能还有1名Technical Evaluator2-3名联系人
中大型企业(200-2000人)Economic Buyer、Champion、Technical Evaluator、1-2名User Buyer4-6名联系人
大型企业(2000+人)全部6种角色,每个角色可能有多人(委员会规模8-12+人)6-12名联系人

Step 3 — Find the people

步骤3 — 寻找对应人员

Using Apollo People Search

使用Apollo人员搜索

For the target account, run a People Search with these filters:
  • Company: Exact match on company name
  • Seniority: Start broad (Manager+), then narrow based on what you sell
  • Department: Filter to the relevant function (Engineering, Sales, Marketing, Finance, IT, etc.)
  • Title keywords: Search for title patterns that match each committee role
针对目标客户,使用以下筛选条件运行人员搜索:
  • 公司:精确匹配公司名称
  • 职级:先从宽泛范围(经理及以上)开始,再根据所售产品缩小范围
  • 部门:筛选至相关职能部门(工程、销售、市场、财务、IT等)
  • 头衔关键词:搜索与每个委员会角色匹配的头衔模式

Interpreting org structure from data

从数据中解读组织架构

Apollo (and most data providers) don't show reporting lines directly. Reconstruct the org chart by:
  1. Seniority mapping: Group contacts by seniority level (C-suite → VP → Director → Manager → IC)
  2. Department clustering: Group by department to see team structure
  3. Title analysis: Look for "Head of" (usually reports to VP/C-suite), "Senior Director" (reports to VP), etc.
  4. Team size inference: If a department has 3 Directors and 1 VP, the VP likely oversees them all
Apollo(及大多数数据提供商)不会直接显示汇报关系。可通过以下方式重构组织架构:
  1. 职级映射:按职级分组联系人(高管层 → VP → 总监 → 经理 → 一线员工)
  2. 部门聚类:按部门分组以查看团队结构
  3. 头衔分析:寻找“Head of”(通常向VP/高管层汇报)、“Senior Director”(向VP汇报)等头衔
  4. 团队规模推断:如果某个部门有3名总监和1名VP,那么该VP很可能管理所有总监

Finding "hidden" influencers

寻找“隐藏的”影响者

The most important person in the deal often doesn't have an obvious title:
  • The IC who's actually the technical decision-maker: Look for Staff/Principal Engineers, Distinguished Architects — they may not have "manager" in their title but their recommendation carries more weight than their manager's
  • The admin/EA who controls the executive's calendar: Knowing who gates access to the Economic Buyer matters for enterprise deals
  • Recently promoted people: Someone who just became a Director may be more open to new approaches than a 10-year VP
交易中最重要的人往往没有明显的头衔:
  • 实际的技术决策者(一线员工):寻找Staff/Principal Engineers、Distinguished Architects——他们的头衔中可能没有“经理”,但他们的建议比经理的更有分量
  • 控制高管日程的行政人员/EA:了解谁能影响你接触Economic Buyer,这对企业级交易至关重要
  • 近期晋升的人员:刚晋升为总监的人可能比任职10年的VP更愿意接受新方案

Enrich contacts

丰富联系人信息

For each committee member identified, enrich to get:
  • Verified email address
  • Direct phone number (for Economic Buyer and Champion at minimum)
  • LinkedIn profile URL
  • Job tenure (how long in current role — new leaders are more open to change)
  • Previous companies (look for connections — did they use your product before?)
针对每个识别出的委员会成员,补充以下信息:
  • 验证过的邮箱地址
  • 直拨电话(至少为Economic Buyer和Champion获取)
  • LinkedIn个人主页链接
  • 任职年限(当前岗位的时长——新领导者更愿意接受变革)
  • 前公司(寻找关联——他们是否曾使用过你的产品?)

Step 4 — Map relationships & entry strategy

步骤4 — 映射关系与切入策略

Org chart reconstruction

组织架构重构

Build a visual mental model of the account:
                    [Economic Buyer]
                     /           \
            [Champion]          [Potential Blocker]
            /        \                |
  [Tech Evaluator] [User Buyer]  [Their Champion]
构建客户的可视化心智模型:
                    [Economic Buyer]
                     /           \
            [Champion]          [Potential Blocker]
            /        \                |
  [Tech Evaluator] [User Buyer]  [Their Champion]

Choosing your entry point

选择切入点

SituationRecommended entryWhy
No existing contactsChampion or CoachThey have the problem, they'll advocate. Going straight to the C-suite without context usually fails.
Have one contactAsk them to introduce you up or acrossWarm introductions convert 5-10x better than cold outreach
Active deal, single-threadedTechnical Evaluator or User BuyerExpand laterally before going up — build consensus first
Stuck dealCoach (for intel) or Economic Buyer (direct escalation)Find out what's blocking before escalating
场景推荐切入点原因
无现有联系人Champion或Coach他们存在你能解决的痛点,会进行内部推广。直接联系高管层而无背景信息通常会失败。
已有一位联系人请求该联系人将你介绍给上级或跨部门同事转介绍的转化率是陌生 outreach 的5-10倍
活跃交易,单线程跟进Technical Evaluator或User Buyer先横向拓展,再纵向升级——先建立共识
交易停滞Coach(获取信息)或Economic Buyer(直接升级)在升级前先找出阻碍因素

Multi-threading strategy

多线程跟进策略

The goal: Engage 3+ contacts at different levels of the org before a decision is made. Single-threaded deals close at 1/3 the rate of multi-threaded deals.
"Power line" vs "access line" approach:
  • Power line (top-down): Start with the Economic Buyer, get referred down. Works when you have executive relationships or strong brand recognition.
  • Access line (bottom-up): Start with the Champion or User Buyer, build consensus, then get introduced up. Works for most sales teams.
  • Dual track: Engage at both levels simultaneously — Champion builds internal case while you engage the Economic Buyer directly. Most effective for mid-market and enterprise.
目标:在决策做出前与3名以上不同层级的联系人建立联系。单线程交易的成交率仅为多线程交易的1/3。
“权力线”与“接入线”方法
  • 权力线(自上而下):从Economic Buyer开始,向下获取转介绍。适用于你有高管关系或品牌知名度较高的情况。
  • 接入线(自下而上):从Champion或User Buyer开始,建立共识,再获取向上的转介绍。适用于大多数销售团队。
  • 双轨策略:同时在两个层级开展工作——Champion在内部构建案例,同时你直接联系Economic Buyer。对中大型和大型企业最有效。

Threading sequence

跟进顺序

  1. First contact: Champion or Coach — validate the problem exists, get internal context
  2. Second contact: Technical Evaluator — address feasibility, integration, security
  3. Third contact: Economic Buyer — connect the problem to business outcomes they care about
  4. Ongoing: User Buyers — build grassroots support, get feedback on demo/POC
Don't engage everyone at once — stagger over 2-3 weeks to avoid looking like you're carpet-bombing the account.
  1. 首次联系:Champion或Coach——验证痛点是否存在,获取内部背景信息
  2. 第二次联系:Technical Evaluator——解决可行性、集成、安全问题
  3. 第三次联系:Economic Buyer——将痛点与他们关注的业务成果关联
  4. 持续跟进:User Buyer——建立基层支持,获取演示/POC的反馈
不要同时联系所有人——在2-3周内逐步推进,避免让客户觉得你在“地毯式轰炸”他们。

Step 5 — Action plan

步骤5 — 行动计划

Per-person outreach approach

针对不同人员的沟通方式

Each committee member needs a different message:
RoleMessage focusToneChannel
Economic BuyerBusiness outcomes, ROI, strategic alignmentExecutive-level, concise, metric-drivenEmail or warm intro, then executive briefing
ChampionProblem validation, how you solve it, internal advocacy materialsCollaborative, detailed, give them ammoEmail + call + LinkedIn
Technical EvaluatorIntegration, security, architecture, POC planTechnical, specific, no hand-wavingEmail + call, offer a technical deep-dive
User BuyerDay-to-day impact, workflow improvements, ease of adoptionPractical, show-don't-tellDemo, free trial, or sandbox
CoachGratitude, keep them informed, ask for intel on internal dynamicsPersonal, relationship-firstCall or LinkedIn message
每个委员会成员需要不同的沟通内容:
角色沟通重点语气渠道
Economic Buyer业务成果、ROI、战略对齐高管层级,简洁,以指标为导向邮件或转介绍,之后进行高管简报
Champion痛点验证、解决方案、内部推广材料协作式,详细,提供推广素材邮件+电话+LinkedIn
Technical Evaluator集成、安全、架构、POC计划技术向,具体,不模糊邮件+电话,提供技术深度解析
User Buyer日常影响、工作流程改进、易用性务实,演示为主演示、免费试用或沙箱环境
Coach表达感谢,保持告知,询问内部动态信息个性化,以关系为核心电话或LinkedIn消息

Related skills for execution

执行相关的Skill

  • /sales-cadence
    — Design the multi-channel sequence for each committee member
  • /sales-discovery
    — Prep discovery questions tailored to each role
  • /sales-deal-inspect
    — Assess deal health once the committee is mapped
  • /sales-enrich
    — Enrich all committee members with verified contact info
  • /sales-intent
    — Check for buying signals at the account level
  • /sales-do
    — Not sure which skill to use? The router matches any sales objective to the right skill. Install:
    npx skills add sales-skills/sales --skills sales-do
  • /sales-cadence
    — 为每个委员会成员设计多渠道沟通序列
  • /sales-discovery
    — 为每个角色准备定制化的发现问题
  • /sales-deal-inspect
    — 绘制委员会图谱后评估交易健康度
  • /sales-enrich
    — 为所有委员会成员补充验证过的联系信息
  • /sales-intent
    — 查看客户层面的采购信号
  • /sales-do
    — 不确定使用哪个Skill?该路由会将任何销售目标匹配到合适的Skill。安装方式:
    npx skills add sales-skills/sales --skills sales-do

Ongoing committee monitoring

持续监控委员会

The committee isn't static. Monitor for:
  • New hires in relevant departments (potential new stakeholder)
  • Departures (if your Champion leaves, the deal may stall)
  • Title changes (promotion = more authority, or reorganization = new dynamics)
  • Additional departments getting involved (Legal, Procurement, IT Security often join late)
Set up Apollo alerts for the account to catch these changes.
委员会并非一成不变。需监控以下内容:
  • 相关部门的新员工(潜在的新利益相关者)
  • 人员离职(如果你的Champion离职,交易可能停滞)
  • 头衔变更(晋升意味着更多权限,或重组意味着新的动态)
  • 新增参与部门(法务、采购、IT安全通常会在后期加入)
在Apollo中设置客户提醒以捕捉这些变化。

Gotchas

注意事项

  • Don't go straight to the C-suite. Claude defaults to recommending you email the CEO. Start with the Champion or Coach — someone who has the problem your product solves and will advocate internally. Cold-emailing the CEO of a 5,000-person company about your SaaS tool rarely works.
  • Don't treat titles as org chart. A "Director" at a 50-person startup and a "Director" at a Fortune 500 are completely different levels of authority. Always factor in company size before mapping titles to committee roles.
  • Don't over-thread small accounts. A 200-person company doesn't have a 7-person buying committee. Adapt the framework to company size — 2-3 contacts for SMB, 5-8 for mid-market, 8-12 for enterprise. Over-threading a small account feels like overkill and can backfire.
  • Don't assume the org chart is stable. People change roles, teams reorg, companies restructure. Check job tenure and recent title changes in Apollo before building your map. A map based on 6-month-old data may be wrong.
  • 不要直接联系高管层。Claude默认会建议你给CEO发邮件。先从Champion或Coach开始——他们存在你能解决的痛点,会在内部推广。给5000人规模的公司CEO发陌生邮件推销SaaS工具几乎不会成功。
  • 不要将头衔等同于组织架构。50人初创公司的“总监”和财富500强公司的“总监”权限完全不同。在将头衔映射到委员会角色前,务必考虑公司规模。
  • 不要在小型客户上过度多线程跟进。200人规模的公司不会有7人组成的采购委员会。根据公司规模调整框架——SMB客户2-3名联系人,中大型企业5-8名,大型企业8-12名。在小型客户上过度跟进会显得小题大做,可能适得其反。
  • 不要假设组织架构是稳定的。人员会换岗,团队会重组,公司会调整结构。在构建图谱前,先在Apollo中查看任职年限和近期头衔变更。基于6个月前的数据构建的图谱可能已经过时。

Examples

示例

Example 1: Enterprise security product

示例1:企业级安全产品

User says: "Map the buying committee at Acme Corp for our security product" Skill does:
  1. Identifies company size (enterprise, 5,000 employees)
  2. Maps expected committee: CISO (Economic Buyer), Director of Security (Champion), Security Architect (Technical Evaluator), SOC Analysts (User Buyers), VP Engineering (potential Blocker)
  3. Finds contacts via Apollo People Search filtered to Acme + Security/IT departments
  4. Recommends entry via Director of Security (Champion), with dual-track approach to CISO
  5. Creates per-person outreach plan with role-appropriate messaging Result: Complete committee map with entry strategy and multi-threading plan
用户需求:“为我们的安全产品绘制Acme Corp的采购委员会图谱” Skill执行
  1. 确定公司规模(大型企业,5000名员工)
  2. 映射预期委员会:CISO(Economic Buyer)、安全总监(Champion)、安全架构师(Technical Evaluator)、SOC分析师(User Buyer)、工程VP(潜在Blocker)
  3. 通过Apollo人员搜索筛选Acme + 安全/IT部门找到联系人
  4. 推荐以安全总监(Champion)为切入点,采用双轨策略联系CISO
  5. 创建针对每个角色的个性化沟通计划 结果:完整的委员会图谱,包含切入点策略和多线程跟进计划

Example 2: SMB selling

示例2:SMB销售

User says: "I'm selling to a 100-person startup. Who do I need to talk to?" Skill does:
  1. Scales the framework for SMB — 2-3 key contacts, not a 7-person committee
  2. Identifies that the founder/CEO is likely both Economic Buyer and Champion at this size
  3. Finds 2-3 relevant contacts (CEO, Head of Engineering, one IC user)
  4. Recommends a simpler approach — single-threaded may be sufficient for SMB Result: Right-sized committee map that doesn't over-complicate a simple buying process
用户需求:“我正在向一家100人的初创公司销售产品。我需要联系谁?” Skill执行
  1. 针对SMB调整框架——2-3名关键联系人,而非7人委员会
  2. 确定创始人/CEO可能同时是Economic Buyer和Champion
  3. 找到2-3名相关联系人(CEO、工程负责人、1名一线用户)
  4. 推荐更简单的方法——SMB客户单线程跟进可能已足够 结果:适合规模的委员会图谱,不会过度简化简单的采购流程

Example 3: Expanding a stuck deal

示例3:推进停滞的交易

User says: "I have a champion at BigCo but the deal is stuck. Who else should I bring in?" Skill does:
  1. Diagnoses the stall — is it missing Economic Buyer support? Technical blocker? Internal politics?
  2. Maps the existing committee contacts and identifies gaps
  3. Recommends specific roles to add (likely Technical Evaluator or Economic Buyer)
  4. Designs an expansion strategy using the Champion for warm introductions Result: Committee gap analysis with specific people to engage and a path to unstick the deal
用户需求:“我在BigCo有一位Champion,但交易停滞了。我还应该联系谁?” Skill执行
  1. 诊断停滞原因——是否缺少Economic Buyer的支持?技术阻碍?内部政治?
  2. 映射现有委员会联系人并找出缺口
  3. 推荐需要添加的特定角色(可能是Technical Evaluator或Economic Buyer)
  4. 设计利用Champion进行转介绍的拓展策略 结果:委员会缺口分析,包含需要联系的具体人员和推进交易的路径

Troubleshooting

Can't find enough people at the target account

Cause: Small company, or data provider has limited coverage for that account Solution: Try multiple data sources (Apollo + LinkedIn Sales Navigator). For small companies, the entire leadership team may be on the company's website. Ask your existing contact for org structure intel.

Champion left the company

Cause: Job change — your internal advocate is gone Solution: Two actions: (1) Reach out to the Champion at their new company — they're a warm lead there. (2) At the original account, find a new Champion quickly — the deal will stall without internal advocacy. Check who the Champion was working with and whether they share the same problem.

Multiple people claim to be the decision-maker

Cause: Common in mid-market — titles overlap and authority is ambiguous Solution: Ask the "budget question" — "Who would need to approve the budget for this?" and the "signature question" — "Whose signature goes on the contract?" The real Economic Buyer controls the money. Everyone else is an influencer, regardless of what they say.