Client Development
Engine
A scalable commercial engine that turns five deliberate sources of opportunity into profitable projects won, with one conversion method and one set of numbers.
The five acquisition engines
Each source is a complete operating system with a vision, current constraints, process, standards, ownership, training and measurable outputs. Select a component to open its working blueprint. The Conversion Core is shared across all five.
Online
Build predictable digital demand that attracts the right profile and converts attention into qualified opportunities.
- Premium demand creation
- Lead capture and qualification
- Source attribution
- Continuous conversion learning
Agents
Build a trained, productive partner sales force that creates its own demand and compounds every completed project.
- Recruitment and induction
- Prospecting and sales training
- Pipeline accountability
- Performance development
Expos
Use selected physical experiences to create visibility, start premium conversations and generate qualified opportunities.
- Selective event strategy
- Consistent engagement method
- Lead qualification
- Rapid follow-through
Word of Mouth
Turn delivery, relationships and reputation into a deliberate referral and repeat-business system.
- Four relationships per project
- Referral moments
- Advocacy and proof
- Attribution and follow-up
Specification
Get IKON designed into projects early through architects, CPDs, showrooms and frictionless technical assets.
- Architect relationship plan
- CPD and showroom journey
- Revit and specification assets
- Project follow-through
Conversion Core
Move every opportunity through one disciplined commercial method, regardless of where the lead originated.
- Qualification and stages
- Premium sales method
- Follow-up cadence
- Conversion and margin
How to use the Engine Builder
The Engine Builder turns leadership thinking into a shared departmental vision, then gives the Seats, Data and Rocks GPTs the right context to convert that vision into execution.
What this tool is
A living vision and workshop platform. It shows what each departmental engine must become, what is missing today and what leadership may choose to build next.
What this tool is not
It is not the project-management system and it does not replace Strety. Seats, measurables, Issues and Rocks move into the appropriate GPT and then into the execution rhythm.
Architecture Meeting
Discuss the department’s purpose, current reality, problems, desired future state, capabilities and dependencies. Record the meeting.
Draft the Engine
Use the transcript to build the engine visual, component blueprints and proposed one-year finished state.
Pre-Quarterly Workshop
Leadership reviews each component, challenges the thinking and decides what must be built within the next 12 months or sooner.
Edit and Record
Edit the workshop blocks live. Add missing points, remove what does not belong and record the complete discussion.
Approve the Vision
Combine the original transcript, workshop transcript and edits. Update the engine and separate decisions from unresolved issues.
Build the Seats
Define the Seats and accountabilities required by the approved engine before discussing who should occupy them.
Build Data and Rocks
Choose the numbers that prove the engine works, then select the few quarterly Rocks that close the most important gaps.
Execute and Improve
Run the quarter in Strety, surface Issues, capture learning and feed material changes back into the engine vision.
Seats → Data → Rocks
Always follow this order. Rocks cannot be assigned properly until accountability is clear, and priorities should be informed by the numbers that expose the biggest gaps.
Seats GPT
Upload the approved engine pack and transcripts.
- Define the Seats required
- Set five major accountabilities
- Clarify handoffs and capacity gaps
- Define the Seat before the person
Data GPT
Add the approved Seats output to the engine context.
- Select leading and lagging indicators
- Give every number an owner
- Set reporting frequency
- Identify where baselines are required
Rocks GPT
Use the engine, Seats and Data outputs together.
- Identify the most important gaps
- Select only a few quarterly priorities
- Give every Rock one owner
- Write a measurable Definition of Done
Workshop handoff checklist
Documents
The Engine Builder is the operating blueprint. Strety remains the execution system for seats, Rocks, Issues and scorecards.