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Work with the Companies and People you will be selling to. Our AIM™ Methodology helps you to find gaps in your coverage and develop an effective Engagement Plan.
Tip: While you can manually create People and Companies, you can also upload them from a .csv file. On your People or Company screen, choose Do -> Upload to begin the process.
As you're working with Kahuoi, you'll notice we have organized our solution into three focus areas: know, plan, and do.
The know focus area provides deeper context relative to the item you're working with. For example, if you're working with a Company, the know focus area allows you to drill into their People or Strategy elements.
The plan focus area adds capabilities that support your engagement or presentation plans and messaging. For example, the plan focus area includes the AIM™ Analysis and Engagement Plan components related to a given record.
The do focus area provides contextual actions related to a given record, such as creating a new record, selecting a record, or uploading from an external file.
Your Ideal Customer Profile is a collection of attributes commonly held by your best and most valuable customers. Your profile should consist of demographic and firmographic (company information) data, strategic and intent data and, if you're selling a technology solution, their technographic data (architecture and existing solutions).
You should also seek to capture their likely needs and preferences, goals, metrics, values, and a theoretical influence map (stakeholders, supporters and detractors).
Your Value Proposition articulates how your product or service addresses the needs of your Ideal Customer Profile. It should define your unique selling proposition, key benefits, and points of differentiation.
For best results: