Decision-Process Mapper
Reconstruct how the prospect actually buys, from what they have told you: criteria, steps, timeline, and the people who decide.
Prerequisites
conversation_intelligence requires at least one connected meeting or email source; conversation_intelligence and account_research consume AI credits. If no conversation data exists, build what you can from account_research and mark the rest unknown, pointing the user to their ZoomInfo admin.
Input
Provided via $ARGUMENTS:
- Account (required) — ZoomInfo company ID (preferred), or a name/domain to resolve via
search_companies. - Framework (optional) — e.g. "MEDDIC", "just the approvers and timeline". Shapes which fields to foreground.
Workflow
- Resolve the account. Use the ZoomInfo ID directly, or resolve a name/domain via
search_companies. - Extract the process. Run
conversation_intelligencescoped to the account, asking what the prospect has said about how they will decide: the decision criteria, the evaluation steps, the timeline and any deadlines, the budget or procurement process, and who is involved in or approves the decision. Runaccount_researchfor the org/stakeholder picture. Keep CI scoped to one account; it sees only the last few engagements and cannot topic-search, so map what was said, not the whole sales cycle. - Map, and mark gaps honestly. Assemble the process. For anything not actually stated in conversation, label it not stated rather than inferring it. Distinguish a named approver from a guessed one. Tie each filled field to the source moment.
Output Format
Decision process — [Company]
Use not stated in any cell the conversations did not cover.
Biggest gaps — the two or three unknowns that most need confirming, and a question to surface each on the next call.
When there is no data
If conversation data is unavailable, present the account_research stakeholder view, mark the process fields unknown, and note the read is limited without connected conversation history.
