> ## Documentation Index
> Fetch the complete documentation index at: https://docs.shiftupai.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Strategy Activation

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.

## 🎓 Education

<Steps>
  <Step title="Activate and Convert Strategies into Opportunities">
    <video src="https://mintcdn.com/shiftup/lg7GuXcz34Rzq6Mq/videos/Convert%20Strategies.mp4?fit=max&auto=format&n=lg7GuXcz34Rzq6Mq&q=85&s=1e10c1dca6b6321476a3ad1282c49683" controls={true} data-path="videos/Convert Strategies.mp4" />
  </Step>

  <Step title="Map the Conversation Roadmap">
    <video src="https://mintcdn.com/shiftup/lg7GuXcz34Rzq6Mq/videos/Map%20Conversation%20Roadmap.mp4?fit=max&auto=format&n=lg7GuXcz34Rzq6Mq&q=85&s=0026317e24025363e4c74b019d89dba9" controls={true} data-path="videos/Map Conversation Roadmap.mp4" />
  </Step>

  <Step title="Master Stakeholder Intelligence">
    <video src="https://mintcdn.com/shiftup/lg7GuXcz34Rzq6Mq/videos/Stakeholder%20Intelligence.mp4?fit=max&auto=format&n=lg7GuXcz34Rzq6Mq&q=85&s=9d8a6d5ef572556490a591d2ba2608af" controls={true} data-path="videos/Stakeholder Intelligence.mp4" />
  </Step>

  <Step title="Convert Stakeholders to Contacts or Leads">
    <video src="https://mintcdn.com/shiftup/lg7GuXcz34Rzq6Mq/videos/Convert%20Stakeholders.mp4?fit=max&auto=format&n=lg7GuXcz34Rzq6Mq&q=85&s=71f43643c549b4c1020821c01e608697" controls={true} data-path="videos/Convert Stakeholders.mp4" />
  </Step>

  <Step title="Generate Email and Call Scripts">
    <video src="https://mintcdn.com/shiftup/lg7GuXcz34Rzq6Mq/videos/Generating%20Emails%20and%20Call%20Scripts.mp4?fit=max&auto=format&n=lg7GuXcz34Rzq6Mq&q=85&s=9db1e7798ded999e4785777b280a5e18" controls={true} data-path="videos/Generating Emails and Call Scripts.mp4" />
  </Step>
</Steps>

<Accordion title="📑  Helpful Resources">
  [Conversation Roadmap Decision Points](/onboarding/conversation-roadmap-decision-points)

  [Sales Strategy Details](/onboarding/sales-strategy)
</Accordion>

## 🛠  **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

### **🎯 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.

## 💡 **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.