Conclusion

Start strong, scale with confidence

Success with Opine doesn’t just come from running great Plans—it comes from building a system that makes great Plans repeatable, scalable, and measurable across your entire team.

By defining strong Success Criteria, creating thoughtful Templates, and embedding smart Plays, you’re not just improving individual Plans—you’re creating a foundation for a more consistent, high-performing pre-sales motion.

---

Start small, evolve fast

You don’t need dozens of Plan Templates and Plays to get started. Focus on:

• One strong core template

• A small set of must-have Success Criteria

• One or two high-impact Plays (e.g., Security Review, Competitive Blockers)

As your team builds confidence, patterns will emerge. Use those patterns to expand and refine what you’ve already built.

---

Encourage adoption through Plan Templates

If Plans are being built from scratch too often, it’s a signal to reinforce Template usage or improve existing ones. Talk to your team:

• What are you copying and pasting in every Plan?

• Which steps are often skipped or missed?

• What do you wish every Plan included by default?

Use that input to improve templates—and turn those fixes into time saved and consistency gained.

---

Monitor what matters

Use the Criteria Metrics report to track how your success Criteria perform across Plans. Look at what’s exceeding expectations, what’s being rated poorly, and where gaps may exist. This insight helps you:

• See which capabilities buyers care about most

• Refine messaging and test steps for underperforming Criteria

• Inform product or enablement priorities

---

Establish ownership

To keep your planning system effective over time, assign clear owners for each major component:

• Criteria Library: Assign domain experts to maintain and evolve Success Criteria for their areas (e.g., security, integrations, core product).

• Plan Templates: Make someone responsible for refining templates as your sales process evolves.

• Plays: Designate a reviewer or enablement lead to curate new submissions and ensure quality.

Clear ownership ensures updates happen proactively—and that your planning system scales with your team, not against it.

With the right structure, your planning system becomes more than a checklist—it becomes a strategic advantage that helps your team win faster, scale smarter, and deliver consistently exceptional buyer experiences.