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Welcome to Module 2. Now that you have built your foundation, it is time to move from planning to pursuit. This module focuses on Strategy Activation—turning the intelligence you have reviewed into live Salesforce opportunities and high-impact outreach.

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🎓 Education

1

Activate and Convert Strategies into Opportunities

2

Map the Conversation Roadmap

3

Master Stakeholder Intelligence

4

Convert Stakeholders to Contacts or Leads

5

Generate Email and Call Scripts

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🛠 Hands-on Exercises

Pipeline Commitment
  • Action: Open a strategy you favorited in Module 1 and activate it. Link it to an existing Salesforce opportunity or create a new one.
  • Action: Archive strategies you won’t be pursuing
  • Achievement: You have formally moved an account into your active pipeline, connecting ShiftUp intelligence directly to your Salesforce revenue goals.
Identify Entry Point
  • Action: Review the conversation roadmap and determine the step that best aligns with your approach.
  • Action: Review the conversation roadmap decision points to help determine the best entry point 
  • Achievement: You have planned for a structured, objective-driven conversation that aligns your solution with the client’s business outcomes.
Stakeholder Conversion
  • Action: Identify your stakeholders and convert them into Salesforce as a Lead or Contact.
  • Achievement: You have successfully “multi-threaded” your deal, ensuring your key contacts are synced and actionable within your CRM.
Engagement
  • Action: Use the Actions Tab on your stakeholders to generate a personalized Email or a Call Script tailored to the conversation roadmap
  • Achievement: You’ve constructed outreach messages that align to the business problem you’re looking to solve for their organization
Host an Outcome-Led Conversation
  • Action: Use the Conversation Planner to review potential objections and time-blocks
  • Action: Host a live conversation or meeting using the Conversation Roadmap as your guide.
Achievement: You have successfully led a structured, objective-driven conversation that aligns your solution with the client’s business outcomes

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🎯 Outcomes

  • Pipeline Activation: Strategies are active and recorded as Salesforce Opportunities with synced contacts or leads.
  • Deal Momentum: You end every conversation with a well-defined, high-value “Next Step” rather than a vague follow-up.

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💡 Pro-Tips

  • Treat your Strategy status like an email inbox. Keep your “New” status clean by activating or archiving strategies immediately. 
  • Link your active strategies to opportunities to connect your ShiftUp pipeline to your Salesforce pipeline.
  • Open your Conversation Roadmap during your discovery calls. It serves as a real-time guide to help you hit critical milestones and stay on message while talking to a prospect.