📋 March 2026 Updates: Expanded customer lifecycle to make B2C explicit. Added inside sales and account management for existing customers, and training manager relationship accountability.
Key Accountability Changes
New & Expanded Accountabilities
- B2C Explicit: Expanded customer lifecycle accountability to make B2C explicit alongside B2B
- Inside Sales: Own inside sales and account management within the existing customer base including Safety and Transportation verticals (new)
- Training Manager Relationships: Own the training manager relationship layer within client organizations as an operational and health monitoring input (new)
Role Optimization Additions
- Manage inside sales and account management pipeline for existing B2B accounts across Safety and Transportation verticals | Ongoing | Partially
- Maintain engagement with client-side training managers and use those relationships to inform customer health and renewal positioning | Ongoing | Partially
⚠️ Open Items:
- ILT product vs. delivery boundary to be mirrored from Learning Development scorecard
- Capacity question around inside sales scope flagged for separate conversation
Full Role Scorecard
For the complete EOS role scorecard including purpose, all key accountabilities, core values descriptors, GWC indicators, weekly measurables, quarterly targets, rocks, people analyzer, and role optimization tasks:
📄 Download Full Role Scorecard (Word Document)