Leadership
Strategic Intelligence Across All Three Orgs
Your Role in the Business
Leadership exists above and across the three orgs. You're not running day-to-day operations — you're ensuring the whole system works together, making strategic decisions, and steering the organization toward sustainable growth.
Who's in Leadership:
- • Founders and executives
- • Department heads and directors
- • Strategic advisors
- • Board members
- • Anyone responsible for organizational direction
Your Unified View: Unified Business Context
The Unified Business Context answers the question you need answered constantly:
"What strategic intelligence should inform our decisions?"
This isn't about operational details. It's about patterns, trends, and insights that shape strategy — what's resonating in the market, where opportunities are emerging, how the business is really performing across all dimensions.
Learn more about Unified Business ContextHow Business Context Connects Everything
Leadership needs visibility across all three orgs and their unified views:
| Org | Their View | What You Need to See |
|---|---|---|
| Customer Org | Unified Customer View | Relationship health patterns, progression rates, advocacy trends |
| Operations Org | Unified Team Enablement | Delivery capacity, bottlenecks, efficiency patterns |
| Finance Org | Unified Revenue View | Revenue trends, cash flow, growth sustainability |
Unified Business Context synthesizes intelligence from all three — plus external signals like content performance and market engagement — to inform strategic decisions.
Objects That Matter Most to You
Signal (Aggregate Patterns)
What the market is telling you
Signals show engagement patterns across your audience: what content resonates, what topics drive interest, where attention is concentrating, and early indicators of market shifts.
Strategic view: You don't need individual Signals — you need Signal *patterns*. What percentage of Researchers are progressing? Which content correlates with becoming Hand Raisers? Where is engagement trending?
Listing (Content Performance)
What's working
Listings show content effectiveness: which pieces drive progression, what topics generate engagement, where content gaps exist, and investment ROI by content type.
Strategic view: Content investment decisions should be data-driven. Listings tell you what's actually driving business outcomes, not just traffic.
Marketing Event (Engagement Moments)
High-value touchpoints
Marketing Events show event performance: registration and attendance patterns, which events drive progression, community engagement health, and market presence and visibility.
Strategic view: Events are significant investments. Are they working? Which formats perform? Where should you invest more or less?
Course (Learning Engagement)
Education as intelligence
Courses reveal learning patterns: who's investing time to learn your methodology, completion rates and engagement depth, certification pipeline, and expert community growth.
Strategic view: Deep engagement with educational content predicts strong relationships. Course data shows who's truly invested.
Company (Account Portfolio)
Organizational relationships
Company records show account health: portfolio health distribution, industry and segment patterns, expansion potential across accounts, and risk concentration.
Strategic view: What does your customer portfolio look like? Where is health concentrated? Where is risk?
Service (Delivery Portfolio)
Value creation capacity
Service records show delivery health: portfolio status and capacity, risk patterns across engagements, delivery quality trends, and resource utilization.
Strategic view: Delivery capacity constrains growth. What can you actually deliver? Where are limits?
Use Cases That Matter to You
Strategic Health Assessment
Get a complete picture of business health across customers, revenue, operations, and market engagement in a single view.
"70% customer health, 106% to revenue target, capacity at limit, market engagement up 15%. Three priorities: expand capacity, develop case studies, expansion conversations."
Investment Decision Support
Use data-driven insights to guide resource allocation, content investment, and strategic priorities.
"ERP content driving most progression. Assessment completions up 23%. Case studies underperforming — needs attention."
What Unified Business Context Gives You
Cross-Org Visibility
- → Customer health patterns from Customer Org
- → Revenue trends from Finance Org
- → Operational capacity from Operations Org
- → Market engagement across all touchpoints
Strategic Intelligence
- → Progression rate tracking across Value Path
- → Content performance correlation to outcomes
- → Portfolio health distribution
- → Capacity constraint identification
Decision Support
- → Investment ROI by content type
- → Resource allocation insights
- → Risk concentration visibility
- → Growth sustainability indicators
The Four Views at a Glance
As a leader, you need summary visibility into all four unified views:
Unified Customer View
Relationship Health
CUSTOMER HEALTH SUMMARY Total Accounts: 50 By Health: ├── Thriving: 12 (24%) ├── Healthy: 23 (46%) ├── Stable: 11 (22%) ├── Needs Attention: 3 (6%) └── At Risk: 1 (2%) Trend: Stable (improving slightly) Key Concern: 1 at-risk account (intervention in progress) Opportunity: 12 thriving accounts ready for expansion
Unified Revenue View
Commercial Health
REVENUE SUMMARY This Quarter: ├── Target: $500K ├── Closed: $450K (90%) └── Forecast: $530K (106%) Recurring: ├── MRR: $89K ├── Growth: +10% (3 months) └── At Risk: $12K (13%) Cash: ├── AR Outstanding: $125K ├── Collection Rate: 93% └── Overdue: $12K
Unified Team Enablement
Operational Health
OPERATIONS SUMMARY Active Services: 15 By Health: ├── On Track: 12 (80%) ├── Needs Attention: 2 (13%) └── At Risk: 1 (7%) Capacity: At limit Key Constraint: Ryan at capacity Resolution: Reallocating resources
Unified Business Context
Strategic Intelligence
MARKET INTELLIGENCE Audience Health: ├── Active Signals: 2,400 (30 days) ├── Trend: +15% vs prior month └── Focus: ERP integration content trending Progression: ├── Audience → Researcher: 12% ├── Researcher → Hand Raiser: 8% └── Hand Raiser → Buyer: 45% Content Performance: ├── Top Performer: "ERP Trap" article ├── Rising: Assessment completions +23% └── Gap: Case studies underperforming
Strategic Questions This Answers
Growth & Sustainability
- • "Are we growing sustainably or just acquiring?"
- • "What does our customer health distribution look like?"
- • "Where is revenue at risk?"
Market Position
- • "What's resonating with our market?"
- • "Where is engagement trending?"
- • "Are we reaching the right people?"
Capacity & Constraints
- • "Can we deliver what we're selling?"
- • "Where are operational bottlenecks?"
- • "What's limiting growth?"
Investment Decisions
- • "Which content investments are paying off?"
- • "Where should we allocate resources?"
- • "What's working that we should do more of?"
Your Dashboards
Executive Summary View
VALUE-FIRST BUSINESS INTELLIGENCE ═══════════════════════════════════════════ CUSTOMER HEALTH ├── 50 accounts: 70% healthy+, 8% need attention ├── Trend: Stable, improving └── Action: 1 at-risk intervention REVENUE HEALTH ├── Tracking 106% to target ├── MRR growing +10% └── Action: Collection follow-up on $12K overdue OPERATIONS HEALTH ├── 80% services on track ├── Capacity at limit └── Action: Resource reallocation in progress MARKET ENGAGEMENT ├── Signal volume +15% ├── Progression rates stable └── Action: Investment in case study content ═══════════════════════════════════════════ KEY DECISIONS NEEDED: 1. Expand delivery capacity (Ryan at limit) 2. Address case study content gap 3. Expansion conversations with thriving accounts
The Transformation
Before Unified Business Context:
"How's the business doing?" "Revenue is strong, I think. Customers seem happy? We're busy, so that's good. Marketing says engagement is up. I'd need to pull a bunch of reports to give you specifics."
After Unified Business Context:
"How's the business doing?" "Tracking 106% to revenue target. Customer health: 70% healthy or better, 1 at-risk account with intervention in progress. Operations at capacity — need to address before scaling further. Market engagement up 15%, ERP integration content driving most progression. Three strategic priorities: expand delivery capacity, develop case study content, and initiate expansion conversations with our 12 thriving accounts."
What You Should Monitor
Weekly
- • Customer health changes (any new at-risk?)
- • Revenue vs. target tracking
- • Operations capacity and bottlenecks
- • Engagement trend direction
Monthly
- • Progression rates by stage
- • Content performance patterns
- • Customer portfolio analysis
- • Resource utilization and needs
Quarterly
- • Strategic health across all views
- • Market position and trends
- • Investment ROI analysis
- • Growth sustainability assessment
Quick Reference: Your Objects
| Object | What It Gives You | Priority |
|---|---|---|
| Signal | Market engagement patterns | Essential |
| Listing | Content performance | Essential |
| Company | Account portfolio health | Essential |
| Service | Delivery capacity | High |
| Marketing Event | Event performance | High |
| Course | Learning engagement | Medium |
Getting Started
- 1 Build your executive dashboard — Summary view across all four unified views
- 2 Configure health rollups — Aggregate customer, revenue, and operations health
- 3 Track engagement patterns — Signal trends and content performance
- 4 Establish review cadence — Weekly quick-check, monthly deep-dive
Can you assess overall business health — customers, revenue, operations, and market — in a single view?