Copy of Defining our CRM requirements

About this narrative

Author: Bo Brustkern

Date: Sunday, October 24, 2021

Narrating the challenge

A challenge we face is ...

Bankless LLC has a pristine and powerful reputation. The Bankless DAO benefits from that, and has become a magnet for valuable talent and relationships. 

The guilds of Bankless DAO have proven to be capable of gathering talent, dentifying needs, building products and championing them to other DAOs, rendering a centralized business development effort essentially redundant. Efforts to centralize the information about BD efforts in a centralized CRM have so far failed to gain traction within the DAO, which seems logical.

Our current model for the bizdev CRM, which was built using an outbound sales model, fits neither the esprit nor the needs of the DAO. And yet, developing strong relationships metaverse-wide seems to be a critical value that the DAOLationships guild can provide to the DAO. 

Our challenge is to develop a CRM that efficiently delivers on the promise of nurturing the most powerful concentration of relationships across the metaverse. 

An opportunity exists because...

Our transformation is...

Why this attracts capital...

Synthesis:

Putting our assets to work

Deep knowledge

Team

Brand

One Year From Today

1. OYFT as an affirmative statement

One year from today, we will...

2. Expected Outcomes

Revenue, profit, margins, growth rate, financial integrity, diversification, longevity, strategic expansion...

3. Value Creators

Team members, clients, vendors, partners, community members, shareholders...

4. Moves

Making personnel changes, investing capital, dedicating management time, putting brand/focus/customers at risk

5. Disciplines

Where is the effort coming from? Ops? HR? Finance? Sales? Content? 

6. Complexity

Respect the complexity. Draw a picture of it, or spell it out in words. 

7. Synthesis

Rewrite your OYFT Leverage Statement here.

Big Idea: hook statement

Rallying Support

Who are the ideal team members to share this with?

Name & [owner/supporter]

Name & [owner/supporter]

Name & [owner/supporter]

Is the problem complex? If so, what makes it complex?

What story do you want to tell about why this matters?

What will addressing this opportunity mean for the company, and for the departments or people involved? 

Convert to an actionable goal

What is the specific goal, plainly stated?

What are the obstacles?

How will you know when you've achieved the goal? 

What actions need to be taken to achieve this goal? 

Default view

Copy of Action Plan

Action Item

Comments

Delivery Date

What resources do you need to achieve this goal?

What assumptions do we need to test before kicking this off?

Copy of Defining our CRM requirements

About this narrative

Author: Bo Brustkern

Date: Sunday, October 24, 2021

Narrating the challenge

A challenge we face is ...

Bankless LLC has a pristine and powerful reputation. The Bankless DAO benefits from that, and has become a magnet for valuable talent and relationships. 

The guilds of Bankless DAO have proven to be capable of gathering talent, dentifying needs, building products and championing them to other DAOs, rendering a centralized business development effort essentially redundant. Efforts to centralize the information about BD efforts in a centralized CRM have so far failed to gain traction within the DAO, which seems logical.

Our current model for the bizdev CRM, which was built using an outbound sales model, fits neither the esprit nor the needs of the DAO. And yet, developing strong relationships metaverse-wide seems to be a critical value that the DAOLationships guild can provide to the DAO. 

Our challenge is to develop a CRM that efficiently delivers on the promise of nurturing the most powerful concentration of relationships across the metaverse. 

An opportunity exists because...

Our transformation is...

Why this attracts capital...

Synthesis:

Putting our assets to work

Deep knowledge

Team

Brand

One Year From Today

1. OYFT as an affirmative statement

One year from today, we will...

2. Expected Outcomes

Revenue, profit, margins, growth rate, financial integrity, diversification, longevity, strategic expansion...

3. Value Creators

Team members, clients, vendors, partners, community members, shareholders...

4. Moves

Making personnel changes, investing capital, dedicating management time, putting brand/focus/customers at risk

5. Disciplines

Where is the effort coming from? Ops? HR? Finance? Sales? Content? 

6. Complexity

Respect the complexity. Draw a picture of it, or spell it out in words. 

7. Synthesis

Rewrite your OYFT Leverage Statement here.

Big Idea: hook statement

Rallying Support

Who are the ideal team members to share this with?

Name & [owner/supporter]

Name & [owner/supporter]

Name & [owner/supporter]

Is the problem complex? If so, what makes it complex?

What story do you want to tell about why this matters?

What will addressing this opportunity mean for the company, and for the departments or people involved? 

Convert to an actionable goal

What is the specific goal, plainly stated?

What are the obstacles?

How will you know when you've achieved the goal? 

What actions need to be taken to achieve this goal? 

Default view

Copy of Action Plan

Action Item

Comments

Delivery Date

What resources do you need to achieve this goal?

What assumptions do we need to test before kicking this off?