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RESOURCES

Resources for 
Understanding Buyer Equity

From ROI models to practical frameworks, these resources help you see, measure, and improve Buyer Equity across your strategic accounts. Growth becomes visible, predictable, and actionable.

A 5-min self-assessment to see where renewal risk, expansion potential, and team blind spots may be hiding in your strategic accounts.
No prep. Shareable internally. Good first step before a briefing.

MAKE THE CASE

ROI / Business Case Builder

Online Calculator - 5 min

What: Quantified model for the internal return on investment case with industry benchmarks.

Why: Gives finance and leadership the numbers they need to approve the investment.

UNDERSTAND THE MODEL

PDF - 5 min

What: The six dimensions underlying the Buyer Equity score (BEQ), with behavioral definitions.

Why: Brief internal stakeholders on how the assessment works and what it measures.

Six Dimensions One-Pager

FOR EXECUTIVES

Executive Spine PDF

PDF - 5 min

What: The full Buyer Equity framework in a single executive briefing document.

Why: Internal forwarding document for executives evaluating the platform.

UNDERSTAND THE MODEL

CX Maturity Model

PDF - 8 min

What: Start with a self-diagnostic - where is your CX program at today; where does it need to be

Why: Identify what is missing from your current approach.
Get the CXM Maturity Assessment.

FOR EXECUTIVES

The R-X-A Revenue Guide

PDF - 10 min

What: The retention-first revenue model: how R-X-A compares to AXR economics

Why: A concise strategic brief for CROs who need to make the case for shifting retention investment.

SEE IT QUICKLY

Platform Walkthrough Video

Video - 2 min

What: 2-minute overview of the platform and output types.

Why: Share with colleagues who prefer video over long-form reading.

Resources Hero Upscaled_edited.jpg

START HERE

Start with the buyer signal
your Account Teams don't have.

A 5-min self-assessment to see where renewal risk, expansion potential, and team blind spots may be hiding in your strategic accounts.
No prep. Shareable internally. Good first step before a briefing.

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