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SalesforceSkills

Stakeholder Mapping

Map decision makers, champions, detractors, and influencers. AI produces a stakeholder grid with engagement strategy and champion-building tactics for each persona.

Skill Details

Install this skill

Versionv1.0.0AuthorJorge ArteagaLicenseMITSections13

Works with

Claude CodeCursorWindsurf

When This Skill Owns the TaskWorkflow

Required Context to Gather FirstWorkflow

Before building a stakeholder map, ask for or infer:

1
Known contacts — Names, titles, and roles of anyone already engaged
2
Company size and org structure — Is this a flat startup or a large enterprise with layers?
3
Deal type — New logo, expansion, or renewal?
4
Deal stage — Early discovery, deep evaluation, or late-stage close?
5
Known relationships — Any existing Salesforce relationships or executive sponsors?
6
Stated concern areas — Has anyone expressed resistance, concern, or enthusiasm?

WorkflowWorkflow

1
List all known contacts — Name, title, and what we know about each.
2
Classify each stakeholder — Apply the Persona Types table below.
3
Plot the Power/Interest Grid — Assign each to a quadrant.
4
Assess attitude — Champion, Neutral, Skeptic, or Active Detractor?
5
Identify the white space — Who should be engaged that we haven't met yet?
6
Build engagement strategy per person — Tailor message, medium, and frequency.
7
Identify the champion — Apply the Champion Test to confirm they qualify.
8
Produce the stakeholder map — Use the output template below.

Core Frameworks

Stakeholder Persona Types

Power / Interest Grid

         HIGH POWER
              │
   MANAGE     │    ENGAGE
   CLOSELY    │    DEEPLY
   (EB, Tech  │    (Champion,
    Buyer)    │    Exec Sponsor)
              │
──────────────┼──────────────
              │
   MONITOR    │    KEEP
   (Peripheral│    INFORMED
    contacts) │    (End users,
              │    project mgr)
              │
         LOW POWER
        LOW INTEREST ←──→ HIGH INTEREST

Quadrant Actions:

  • Engage Deeply (High Power, High Interest): Primary focus. These people can make or break the deal.
  • Manage Closely (High Power, Low Interest): Keep them satisfied. A single negative comment from here can kill the deal.
  • Keep Informed (Low Power, High Interest): Allies and influencers. Useful for intelligence; arm them with talking points.
  • Monitor (Low Power, Low Interest): Minimal investment. Don't ignore — they can move quadrants.

Champion Test

A true champion must pass all three criteria:

Code
✓ Has PAIN — They personally feel the problem you're solving
✓ Has POWER — They have influence over the decision or the Economic Buyer
✓ Is ACTIVE — They are willing to take actions on your behalf (set up meetings,
               share internal documents, advocate in rooms you're not in)

If a contact fails any one of these, they are an enthusiastic user, not a champion. Find a champion.

Engagement Strategy by Attitude

Output FormatTemplate

Stakeholder Map Template

MARKDOWN
# Stakeholder Map — [Company Name]
**Date:** [Date] | **Deal:** [Opportunity Name] | **SE:** [Name] | **AE:** [Name]

## Stakeholder Grid

| Name | Title | Persona Type | Power | Interest | Attitude | Last Contact |
|------|-------|-------------|-------|----------|----------|-------------|
| [Name] | [Title] | [EB/Tech/User/Champion/Blocker] | H/M/L | H/M/L | Champion/Neutral/Skeptic/Detractor | [Date] |

## Power/Interest Quadrant

**Engage Deeply (High Power / High Interest):**
- [Name, Title] — [One sentence on their priority and our current relationship]

**Manage Closely (High Power / Low Interest):**
- [Name, Title] — [What they care about; risk if we lose them]

**Keep Informed (Low Power / High Interest):**
- [Name, Title] — [How they can help us; what we give them]

**Monitor:**
- [Name, Title] — [Why they're here; watch for movement]

## Champion Assessment

**Champion:** [Name, Title]
- Has Pain: [Yes/No] — [Evidence]
- Has Power: [Yes/No] — [Evidence]
- Is Active: [Yes/No] — [Evidence of advocacy]
- **Champion Confidence:** [Strong / Developing / Unconfirmed]

**If no confirmed champion:** [Strategy to develop one]

## White Space (Who We Haven't Met Yet)

| Role We Need | Why | Action to Get Access |
|-------------|-----|---------------------|
| [Role] | [Why this person matters] | [Ask champion / AE intro / event] |

## Engagement Plan by Stakeholder

### [Name] — [Title] — [Persona Type]
- **What they care about:** [Their priorities and incentives]
- **Our message:** [Tailored value proposition for this person]
- **Next touchpoint:** [Action, format, owner, date]
- **Risk:** [What could make them a blocker]

Anti-PatternsReference

Scoring Rubric (80 Points)Reference

Score Guide:

  • 70-80: Strong map. Proceed with confidence.
  • 50-69: Gaps in champion or EB coverage. Fix before major investment.
  • 30-49: Single-threaded or EB unknown. High deal risk.
  • Below 30: Insufficient data. More discovery required.

Cross-Skill IntegrationReference

TaskThis SkillDefer To
Map all stakeholders and their rolesYes
Assess each stakeholder's influence and attitudeYes
Generate engagement strategy per stakeholderYes
Build an executive communication for a C-suite stakeholderNosf-se-executive-briefing
Score the overall deal using MEDDICNosf-se-qualification
Plan the discovery call to meet those stakeholdersNosf-se-discovery
PersonaWho They AreWhat They Care AboutHow to Engage
Economic Buyer (EB)Final budget authority and contract signerROI, risk, strategic fitExecutive briefing; lead with outcomes and business value
Technical BuyerEvaluates fit, security, and integrationArchitecture, compliance, scalabilityTechnical deep-dive; white papers; proof-of-concept
User BuyerAdopts and uses the solution dailyEase of use, training, workflow impactDemo tailored to their workflow; address change management fears
ChampionInternal advocate who sells for youCareer advancement, solving their painArm with ammunition; help them look good internally
Coach/AdvisorHas inside information; not a decision makerRelationship buildingLeverage for intel; treat as trusted partner
Blocker/DetractorOpposes the deal for reasons stated or unstatedStatus quo, job security, competitor loyaltyAcknowledge concerns; find the real objection; isolate or neutralize
AttitudeSignalsStrategy
ChampionProactively shares information; advocates internally; moves quicklyArm with competitive ammunition; give them wins to share up
Neutral/CuriousEngages professionally; no strong opinion yetPersonalize the value story to their specific role and incentives
SkepticAsks hard questions; expresses doubts; delaysSeek to understand the real concern; address it with evidence; don't debate
Active DetractorVocal opposition; pushes alternatives; builds internal coalitionsIdentify their real motivation; isolate if possible; escalate if the champion can neutralize them
Anti-PatternWhy It FailsFix
Single-threading (only talking to one person)That person leaves, gets promoted, or loses favor — deal diesAlways have 3+ active relationships in any deal above $100K
Confusing an enthusiastic user for a championUsers love the product but can't influence the EBApply the Champion Test rigorously
Ignoring blockers and hoping they go awayThey organize opposition in rooms you're not inEngage blockers early; understand their real objection
Not mapping the org chart before the first executive meetingWalking into an EB meeting without understanding their world signals lack of prepAlways research reporting structure before any meeting
Assuming the biggest title is the real powerDecision influence often lives below the VP levelMap influence, not just hierarchy
Over-rotating to the champion and neglecting the EBChampion can't close a deal without EB alignmentBuild a bridge from champion to EB; never let them be disconnected
CategoryPointsPass Criteria
Champion Confirmed25A contact passes all three Champion Test criteria
EB Identified20Economic Buyer named, met with, and attitude assessed
White Space Mapped15Key missing contacts identified with access plan
Engagement Plan20Every High Power stakeholder has a tailored next action
SkillWhen to Use It
sf-se-discoveryRun discovery to meet and learn about stakeholders
sf-se-qualificationUse stakeholder data to score the Champion and EB MEDDIC elements
sf-se-executive-briefingBuild the tailored communication for the Economic Buyer
sf-se-deal-strategyUse the stakeholder map as input to the win plan
sf-se-presentationBuild persona-specific presentations for different stakeholder types

Navigate Discovery & Strategy