EmmaAccount Executive
“What should I do next at Acme Freight?”
Recommended behaviorOpen with the reporting gap. Bring in a Solution Engineer.
CRO InitiativesCites the launch initiative Cites the launch initiative
Cites the launch initiative
Run one initiative across every team. Give each role its own version.
CRO Initiatives compiles each 90-day initiative into role-specific behaviors and workflows. Every team works from the same account context.
The CRO's 90-day initiative
Launch the new analytics module into the installed base. Lead with the reporting gap.
JamesSolution Engineer
“What does Acme Freight need from me?”
Recommended behaviorRun technical discovery on their data. Build the demo on the reporting gap.
SarahCustomer Success Manager
“How do I prepare the Acme Freight QBR?”
Recommended behaviorAdd a launch segment to the QBR. Show usage against the gap.
One initiative. Three roles. Each gets its own next move.
1,200+
GTM behaviors
trained with 50K+ human-in-the-loop hours.
5 mins
to go live
with your GTM judgment, ready to drive adoption.
80%
of reps running behaviors
in 90 days, resulting in 20% uplift in deals won.
The Problem
Why does one initiative become seven different plays before it reaches the customer?
You name the initiative. Each department hears it once, then builds its own version. The customer meets all of them.
Every department runs its own version.
Sales pitches it one way. SEs demo it another. CS never hears the plan.
Teams work from different account context.
Each function has its own notes, tools, and view. No one shares the Deal Motion in force.
Handoffs drop the thread.
Commitments and context fall away between sales, SE, and CS. The customer repeats the story.
You see usage, not execution.
Logins and content views rise. No one can show which roles ran the initiative.
The Gap
An initiative ships as an announcement. No one ships the version each role needs.
A generic use-case catalog cannot close that gap.
A catalog
Starts from what a tool can do.
An initiative
Starts from what this quarter's strategy demands.
The Solution
CRO Initiatives: one initiative, a version for every role
Each 90-day initiative compiles into a map, then into skills, Deal Motions, and workflows. Every role gets its own version, inside the tools it already uses.
Translate strategy into behavior
Compile each initiative into what every role does next.
Your ranked 90-day initiatives set the agenda. Not a generic catalog.
- Each initiative gets a strategy-to-behavior map.
- Company judgment becomes skills, behaviors, Deal Motions, and workflows.
- Expertise reaches beyond a few top performers. The rep in the deal can still adapt.
One initiative
Initiative → new-product launch
Map → target behaviors per role
Compile → skills, Deal Motions, workflows
Coordinate every team
Align every team on one account context and one Deal Motion.
Seven departments own workflows: Sales, Solutions Engineering, Customer Success, Channel, Marketing, Product, and Leadership.
- Every team reads the same account and the same approved guidance.
- Commitments and context travel with the account.
- The organization's judgment informs the call on each deal.
Acme Freight
Account · same for every team
Deal Motion · the one in force
Handoff · context travels
Enable every rep in the flow of work
Put the initiative where each person already works.
Prep notes before. Nudges during. Comments after. It all arrives in the CRM, Slack, or Microsoft Teams.
- The right content, coaching, and role play.
- Reps and SEs drive Claude through governed harnesses. Enough AI to sell better, and no more.
In the flow of work
CRM · Slack · Microsoft TeamsBefore · prep note
During · live nudge
After · post-call comment
Measure, govern, and improve
See each initiative execute, by rep, account, and opportunity.
The evidence shapes the next 90 days.
- Actions link to deal movement and commercial outcomes.
- One hub governs, versions, and updates skills across every harness.
- Execution feedback improves Deal Motions, skills, and coaching.
Executed behaviors
By rep · who ran it
By account · where it ran
By opportunity · what moved
Workflows
31 workflows across seven departments
A workflow is the repeatable work one department runs to execute an initiative. One initiative activates workflows in several departments. Zime guides. The person acts.
Better discovery
Questions that surface priorities, stakeholders, and evidence.
SDR or BDRAccount Executive
AI-guided qualification
Zime weighs the evidence and recommends. The rep qualifies.
SDR or BDRAccount Executive
Beat a competitor
Positioning, proof, and the Deal Motion for a named rival.
Account ExecutiveSolution Engineer
Adopt new messaging
Approved messaging in prep, nudges, and role play.
Account ExecutiveSales Manager
Multithreading
Finds the missing stakeholders and the outreach to reach them.
Account Executive
Objection handling and closing
The response to each objection. The steps to commitment.
Account ExecutiveSales Manager
Cross-sell
Which accounts fit another product, and how to open it.
Account ExecutiveCustomer Success
Technical discovery
Questions that expose requirements, integrations, and criteria.
Solution Engineer
Demo aha moments
A demo built around the proof this buyer needs.
Solution EngineerProduct Specialist
POC success
Success criteria agreed up front. The steps that meet them.
Solution EngineerForward Deployed Engineer
Sales-to-SE handoffs
Context, commitments, and open questions carried to the SE.
Account ExecutiveSolution Engineer
Customer onboarding
Commitments from the sale carried into the onboarding plan.
Customer Success
Expansion
Upsell and cross-sell conversations in existing accounts.
Customer SuccessAccount Executive
Churn reduction
Early churn signs and the engagement that answers them.
Customer Success
QBR execution
Each QBR prepared from account context and the initiative in force.
Customer Success
Sales-to-CS handoffs
Deal context and commitments carried to customer success.
Account ExecutiveCustomer Success
Partner qualification
Questions that test a partner's fit.
Deal intent
Deal registration
Complete, consistent registration of partner deals.
Partner enablement
Your approved messaging and skills, extended to partners.
Competitive intelligence
What reps hear about competitors, returned to the battlecard team.
Product Marketing
Messaging that lands
Which messages reps use, and which move deals.
Product Marketing
Voice-of-customer proof
Customer language and proof points from real conversations.
Product Marketing
Emerging buyer trends
New questions and objections as they appear across deals.
Product Marketing
Feature demand and backlog
Features buyers ask for, with deal context attached.
Evidence-based roadmap priorities
Deal evidence for roadmap decisions.
Product-fit objections
Where buyers say the product falls short, and the rep's response.
Adoption blockers
What stops customers from adopting, from CS conversations.
New-product launches
One launch compiled into workflows across departments.
The CROFunctional leaders
Acquisition integration
One account context and one message for two sales teams.
The CROFunctional leaders
Regional expansion
The play adapted to a new region's segments and buyers.
The CROFunctional leaders
Before and After
From one announcement to one compiled initiative
Open loop
Action→no data→no judgment
- InitiativeA kickoff slide for everyone
- Account contextHeld by each team
- HandoffsContext falls away
- EnablementContent pushed once
- Field AIReps build their own tools, or use none
- MeasurementLogins and content views
- The next 90 daysPlanned from the forecast
Closed loop
Action→Data→Judgment
- InitiativeA version for every role
- Account contextShared by every team
- HandoffsContext travels with the account
- EnablementCoaching and role play in the flow of work
- Field AIGoverned harnesses, one skill at a time
- MeasurementBehaviors executed, by rep and account
- The next 90 daysPlanned from execution evidence
Timeline
Your first 90 days
- 1
Encode
Turn the CRO's strategy into behaviors.
- 2
Get adopted
Top performers test first. Managers reinforce.
- 3
Stay current
Refresh as priorities change.
- 4
Set the next 90 days
The evidence picks the next initiative.
FAQ
Frequently Asked Questions
What are CRO Initiatives?
CRO Initiatives turns a CRO's 90-day initiatives into role-specific behavior. Each initiative compiles into skills, Deal Motions, and workflows for every role. It covers 31 workflows across seven departments.
How does CRO Initiatives relate to Behavior Graph for Sales?
CRO Initiatives runs on Behavior Graph for Sales. The Behavior Graph records what the company knows about winning. Revenue Brain reads that record and answers. CRO Initiatives delivers a version to each role.
Which departments and workflows does CRO Initiatives cover?
Seven departments and 31 workflows: Sales 7, Solutions Engineering 4, Customer Success 5, Channel 4, Marketing 4, Product 4, and 3 Leadership initiatives. Examples include better discovery, beating a competitor, QBR execution, and new-product launches.
Which initiative should a company start with?
Start with one bounded initiative from your current 90-day strategy. Pick one with a revenue baseline and named owners. Add the next when the evidence comes in.
Does Zime replace reps with AI agents?
No. Zime guides and the person acts. Revenue Brain recommends the next move and shows the reason. The rep decides whether to apply, adapt, or override it.
How does a CRO know whether an initiative ran?
Zime measures behaviors executed, by rep, account, and opportunity. It links them to deal movement and outcomes. Logins and content views do not count.