Decision Process Mapper

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

1. Resolve the account. Use the ZoomInfo ID directly, or resolve a name/domain via search_companies.
2. Extract the process. Run conversation_intelligence scoped 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. Run account_research for 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.
3. 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.