Menu
Menu

Business901

Managing Customer Value

Primary Menu

Skip to content
  • Business901
  • About
    • Joe Dager CV
    • Policies
  • Funnel of Opportunity
    • Funnel of Opportunity Steps
  • Marketing Experiments
    • BRANOPS: Making Your Story Your Strategy
    • Strength Based Sales and Marketing
      • Appreciative Inquiry Category
    • Expanding The Use of Freelancers As Part Of Your Strategy
    • Lean Marketing Lab
      • Marketing Kata
      • Marketing Your Value Stream
      • The Simplicity of Lean
      • Lean Service Design
  • What Orgs Hire Us To Do
    • Key Outcomes of A Customer Value Program
  • Action Learning

Secondary Menu

Skip to content
  • Customer Value
  • eBooks
  • Funnel of Opportunity
    • Step 1: Identify Target, Key Customers
    • Step 2: Customer Outcomes (JTBD)
    • Step 3: Product/Service Offerings
    • Step 4: Value Proposition
    • Step 5: Sales/Marketing Activities – 3 E’s
    • Step 6: Marketing Channels
    • Step 7: Resources/Investments
    • Step 8: Clustering Customers for Opportunity
    • Step 9: Identify Adjacencies
    • Step 10: Co-create Vision
    • Step 11: Listening & Learning
    • Step 12: Sustain & Grow
  • Outcome Based Thinking
  • Appreciative Inquiry
  • Metaverse
Cycles of Lean

The Reflection Cycle of Lean

Posted onJuly 27, 2015November 12, 2017Authorbusiness901

Working with Lean in Sales and Marketing have afforded me the opportunity to see tools in a different way. It has allowed me to see them from what I might call an outside-in perspective. Where most Coaches and Trainers come from the internal world of development and manufacturing, I came from primarily a management and more specifically a sales and marketing background. Cycles of Lean

When applying Lean to Sales and Marketing, I have relied on what might be called the Marketing Gateway of EDCA-PDCA-SDCA. These are three separate and distinctive cycles that we derive from based on where we enter the decision-making path of the customer. The fundamental goals of all these cycles should be one of discovery, learning and adaptability with a shared responsibility from a team for a successful outcome. Viewing your value stream/marketing cycle in this manner creates endless opportunities for improvement. It is also easier to handle the team concept of sales and marketing with this outline. This implies that the sales and marketing teams must be engaged in effective problem solving and learning.

The struggle can be where do we start? If the customer chooses the path for us by requesting a standard product or using an automated sales function, the answer can be quite simple. However, what if a human would have to intervene? What would we do? I like to add a seldom used improvement cycle which I call the Reflection cycle of Lean, CAP-Do. I like to think of Checking and Acting as corresponding to Looking (Listening) and Thinking. Just working through Checking and Acting may establish the direction for a particular sales/marketing cycle and the appropriate structure. Are you looking for innovation (EDCA), problem resolution (PDCA), or tactical execution (SDCA)? Once you have established the type of cycle needed, you can choose the appropriate team structure to match it. If there is a lack of clarity, you continue the cycle to formulate a hypothesis and execute a complete CAP-Do cycle.

CAP-Do should be our first step. Starting with Check is not a new phenomenon. I have 3 books on my shelf that have used it from notable authors like Brian Joiner, Yoji Akao, and John Terninko. They recommend using it in a very similar way when practicing Product Development, Hoshin Kanri and other Lean Management type efforts.

Without this process, you may ending trying to solve the wrong problems or creating poor team structures. For example, you may have creative teams working on tactical execution or, on the other hand, a problem-solving team working on a creative solution. What do you think of CAP-Do as a starting point for a Lean Sales and Marketing effort?

CAP-Do (More Info): What makes CAP-Do so attractive is that it assumes we do not have the answers. It allows us to create a systematic way to address the problems (pain) or opportunities (gain) from the use of our products and services.

Lean Marketing eBooks (More Info): Excerpt from the Lean Marketing House

CategoriesMarketing with Lean Category, PDCA CategoryTagsABM Marketing, Account Based Marketing, cycle, Funnel of Opportunity, Lean Marketing, Marketing Funnel, reflection, Sales Funnel

Post navigation

← Previous Previous post: Thinking Strategically
Next → Next post: Four Dimensions of Digital Service

Inquiry Sales Model - Part 1 Inquiry Sales Model – Part...
Process of Managing Customer Value The Process of Managing Customer...
CAP-Do CAP-Do
Lean Engagement Team
Marketing with PDCA
Lean Marketing House Lean Marketing House
Marketing with A3 Marketing with A3
Lean Service DEsign Lean Service Design

Copyright © 2025 Business901. All Rights Reserved | Catch Responsive Pro by Catch Themes
Scroll Up
  • Business901
  • About
    • Joe Dager CV
    • Policies
  • Funnel of Opportunity
    • Funnel of Opportunity Steps
  • Marketing Experiments
    • BRANOPS: Making Your Story Your Strategy
    • Strength Based Sales and Marketing
      • Appreciative Inquiry Category
    • Expanding The Use of Freelancers As Part Of Your Strategy
    • Lean Marketing Lab
      • Marketing Kata
      • Marketing Your Value Stream
      • The Simplicity of Lean
      • Lean Service Design
  • What Orgs Hire Us To Do
    • Key Outcomes of A Customer Value Program
  • Action Learning
  • Customer Value
  • eBooks
  • Funnel of Opportunity
    • Step 1: Identify Target, Key Customers
    • Step 2: Customer Outcomes (JTBD)
    • Step 3: Product/Service Offerings
    • Step 4: Value Proposition
    • Step 5: Sales/Marketing Activities – 3 E’s
    • Step 6: Marketing Channels
    • Step 7: Resources/Investments
    • Step 8: Clustering Customers for Opportunity
    • Step 9: Identify Adjacencies
    • Step 10: Co-create Vision
    • Step 11: Listening & Learning
    • Step 12: Sustain & Grow
  • Outcome Based Thinking
  • Appreciative Inquiry
  • Metaverse
Manage Consent
To provide the best experiences, we use technologies like cookies to store and/or access device information. Consenting to these technologies will allow us to process data such as browsing behavior or unique IDs on this site. Not consenting or withdrawing consent, may adversely affect certain features and functions.
Functional Always active
The technical storage or access is strictly necessary for the legitimate purpose of enabling the use of a specific service explicitly requested by the subscriber or user, or for the sole purpose of carrying out the transmission of a communication over an electronic communications network.
Preferences
The technical storage or access is necessary for the legitimate purpose of storing preferences that are not requested by the subscriber or user.
Statistics
The technical storage or access that is used exclusively for statistical purposes. The technical storage or access that is used exclusively for anonymous statistical purposes. Without a subpoena, voluntary compliance on the part of your Internet Service Provider, or additional records from a third party, information stored or retrieved for this purpose alone cannot usually be used to identify you.
Marketing
The technical storage or access is required to create user profiles to send advertising, or to track the user on a website or across several websites for similar marketing purposes.
Manage options Manage services Manage {vendor_count} vendors Read more about these purposes
View preferences
{title} {title} {title}