Roadmaps: the account plan and the board

A Strategic Business Review is an hour a quarter. The roadmap is the record between them: what the partner told you they want, what they said the budget is, how often you meet, and the work you have proposed to get there, quarter by quarter for three years. It keeps its shape between meetings, so the next review opens on what the last one decided instead of a blank page.

Three places, all reading the same record. A Roadmap card sits in the right column of every company record: the next review and how far away it is, how many items are agreed and how many are waiting on a decision, this fiscal year's investment against the figure the partner stated, the goals with their status, and how old the plan's last confirmation is. A count of zero is left off the card rather than printed.

Open the card and the roadmap takes over the screen for that one company, with five views behind the control at the top: Plan, Account plan, Budget, Since last time, and Prep. Closing it puts you back on the company record where you were.

Sales → Roadmaps is the same thing across your whole book, one row per company that has a plan, a card on its board, or a customer profile (prospects with none of those stay out of the way): the plan's freshness (Current, Stale, or No plan), the next review, how many items wait on a decision, what is approved for this fiscal year and the next, goals at risk, and the MRR the relationship already carries. Four filters narrow it — My book, Awaiting a decision, Stale plan, Review this quarter — and a Board view stacks the same companies under the quarter their next review falls in. Clicking a row opens that company's roadmap.

Account plan holds what the partner said, in their words.

• ＋Goals. Up to five, each with a status (On track, At risk, Off track), a line for why it matters to them, and an optional target quarter.
• ＋Budget. A figure, or the words they used when they did not give one ("About the same as last year"), plus what it has to cover and the fiscal year it belongs to.
• ＋Cadence. Quarterly, twice a year, or annual. It decides how long a confirmation stays good for.
• ＋Next review. The date the card counts down to, and the date the portfolio filters and the nightly to-do read.
• ＋In the room. The people who sit in the review, with their roles. These names are what the approval stamps read later.

Each goal and the budget carry their own stamp: confirmed on a date, by a name. When a stamp is older than the cadence — 90 days on quarterly, 180 on twice a year, 365 on annual — that field goes stale and says so, with a "Still true?" strip and two answers. Yes re-stamps it as of today. Update opens the field so you can change the words first. A count beside the heading reads how many fields are waiting, so you know what to ask before you walk in.

Plan is the board. Columns run from last quarter to eight quarters out, with an Unscheduled column in front for work that has no date yet. Cards move between columns by dragging, or from the keyboard: space or enter to pick a card up, the arrow keys to move it, space or enter to drop it, escape to put it back. Each card belongs to one of five themes — security, lifecycle, growth, compliance, continuity — and the Theme lanes switch turns the single row of columns into one row per theme.

A card carries the work and its quarter, an owner and the person the opportunity lands on, the investment split into one-time and monthly, and the evidence behind it: the devices, tickets, contract or risk it came from, each as a chip that opens the record.

The Suggested tray is docked to the right of the board. Every connected feed writes into it, and each row names the record it came from rather than asserting a finding: "Six laptops at the Edina office are past the warranty date in your ScalePad lifecycle feed".

• ＋Lifecycle. Hardware past its warranty date and an operating system reported as out of support, from ScalePad Lifecycle Manager; and machines running a Microsoft release past end of support, from your RMM.
• ＋Whitespace. A service they are not covered for that their own tickets and emails keep asking about, with the mentions counted.
• ＋Risk. The standing risks your team raised on the company record, priced where a price exists.
• ＋Ticket themes. Wording that repeats across five or more tickets in the last 90 days.
• ＋Backup. Protected systems that are paused, failing, or with no completed backup in three days, from Datto BCDR, Backup Radar or Slide.
• ＋Security. Multi-factor coverage short of the whole workspace, from your newest posture reading.

Accept turns a suggestion into a proposed card, carrying its evidence and its value onto the board. Dismiss asks why — Already covered, Not a priority this year, or Wrong for this client — and keeps the answer, so a later refresh never raises that row again. "Check the feeds now" re-reads every feed for this company: a problem that has been fixed leaves the tray on its own, and anything you have already accepted or dismissed is left exactly as it is.

Two AI features sit in the takeover's header, and both read only this company's records.

Draft a plan proposes goals, initiatives and sequencing, each line with a reason and the record behind it, and opens a review sheet where you take them one at a time: Accept, Edit, or Drop. Nothing is written until you press the button at the foot of the sheet. An accepted initiative becomes a proposed card in the quarter the line named; accepted sequencing moves a card you already have; an accepted goal joins the plan unstamped, because the words still have to be confirmed with the partner. A dropped line is struck through rather than removed, so you can see what you refused beside what you kept.

Ask the plan answers one question at a time from the same records and cites them: the chips under an answer open the card or the view it came from, so "two cards are waiting on a decision" is one click from those two cards. A question it cannot answer from a record in this workspace gets that sentence back rather than a guess.

A card can be decided in two places, and both write the same stamp: the detail sheet on the board, and The road ahead slide in Live mode, while everyone is looking at it.

• ＋Approve. Pick who decided from the people on the plan's room list, add a note if there is one, and stamp it.
• ＋Defer. Pick the quarter it moves to and say why. The card moves, and its stamp names the quarter it slipped from.
• ＋Decline. Say why. The card stays on the board in a muted state with its reason, off the road ahead and out of every total; a Show declined switch on the board hides them when you want a clean view.

When nobody from the partner was in the room, the first option in the picker is "Nobody in the room, entered by" and your name, and the stamp reads that way: approved on a date, entered by the account manager, with no customer name on it. Names in the picker come from the plan's In the room list, so filling that list in once is what makes the stamps read properly all year.

Approving opens an opportunity on your Expansion pipeline, carrying the card's title, its one-time and monthly figures, and the person it is assigned to. Current uses the Expansion board your workspace already has and creates one in the same shape when there is none; the deal lands on a stage named Approved when the board has one, and on the board's entry stage when it does not. The panel names where the deal will land, and who it will land on, before you press the button.

Budget draws three years by quarter, and nothing on it is typed. Four kinds of line stack in each quarter: contract renewals, in the quarter a contract ends; hardware refresh, from the lifecycle cards; initiatives one-time; and initiatives recurring, counted three months per quarter from the quarter a card sits in. The partner's stated budget is drawn as a dashed rule at a quarter's share of it, across the fiscal year they stated it for and no further, because carrying it into the years after would assert a figure they never gave. Today's quarter is marked, and the current fiscal year sits on a band.

Since last time reconciles the promises in the last review the partner saw: delivered, slipped, dropped, or still open, with the goals that changed status underneath. When there is no presented review yet, the view reads "Where this plan started" and counts what the plan was built from instead, so a first meeting has an opener rather than an empty page.

Prep is three columns to read on the way into the room: what changed since the last review, what to ask, and what has gone stale. Every line links to the card or the record behind it, so it is a route into the plan rather than a summary that could drift from it.

Live mode used to ask for the goals and the budget on two slides the account manager typed into, once per review. Those slides are retired: the plan holds both now, with a stamp per field, so the room confirms a record instead of re-typing the same answers each quarter. Three slides do that work.

• ＋Since last time opens act 1 — what was promised last time and what happened.
• ＋Your plan, confirmed is act 2 — the goals with their status and stamp, a Yes or an Update on each, the budget with "Still true?" when its stamp is older than the cadence, and the cadence and next date.
• ＋The road ahead, in act 3, is the quarter board itself: four quarters across, four cards each and then a count, with Approve, Defer and Decline live on the slide.

The printed pack follows. Its closing page prints the plan under "What you told us" — the goals with their status and stamps, the budget and what it covers, the cadence and the next review — and the decisions the room made underneath, with investment figures only. The builder's Roadmap step reads the same cards, so what is on the board is what the road-ahead page prints. A review that captured goals and a budget on the old slides seeds the Account plan from them the first time it is opened against a company with no plan, stamped by the account manager, and is left alone after that.

• ＋Fiscal year starts in, under Workspace basics. January means plain calendar quarters ("Q3 2026"). Any other month names the year for the calendar year it ends in, so a year opening in February 2026 reads FY27. Changing it re-labels quarters; a card keeps the quarter it was put in.
• ＋Replacement cost per device, on the Value ledger card. A default figure for a workstation, laptop, server, firewall, switch and access point, used to price lifecycle suggestions until a quote replaces them.
• ＋Roadmap approvals, which appears once an approval has created the board and names the pipeline those deals land in. It is read only: the deals themselves are worked on the pipeline, like any others.

Anyone with CRM access can read the roadmap for a company they can already see. Writing follows the CRM's own rule: sales leadership and tenant admins across the workspace, an account executive on their own book, and anyone carrying the Full CRM flag. A project manager or engineer who holds CRM access can read a plan without being able to change it. Partner Viewers reach none of it, on the page or underneath it.

Once a day, a company whose plan has gone stale, or whose next review falls inside 30 days, raises one to-do for its primary owner, naming that company and the date to confirm by. Only one is open at a time, and confirming a field on the plan completes it. A company with no plan at all raises nothing in anybody's list; it shows as No plan on the portfolio instead.