The “Buying Committee” Mapper

Automatically identify all stakeholders involved in a purchase decision. Build a complete map of decision-makers, influencers, and blockers before your first meeting.

Advanced Complexity
Owner: Sales Ops / RevOps
Updated Jan 2025
Workflow overview diagram

Workflow overview

Download diagram

Trigger

Opportunity created or qualified prospect enters deal stage

Inputs

Company name, known contact, deal context, org chart data

Output

Complete buying committee map with roles, influence levels, and engagement recommendations

Success Metrics

Multi-threaded deal percentage, win rate improvement, stakeholder coverage

Overview

What It Is

The Buying Committee Mapper automatically identifies all likely stakeholders in a B2B purchase decision by analyzing org structure, job titles, and historical patterns. Instead of relying solely on your initial contact, you get a map of everyone who might influence the dealβ€”budget holders, technical evaluators, end users, and potential blockers.

Why It Matters

68% of B2B deals involve 6+ stakeholders. If you only know one, you're flying blind. Single-threaded deals die when your contact leaves, gets overruled, or can't champion internally. Multi-threading from day one dramatically increases win rates and deal control.

Who It's For

  • Enterprise Account Executives managing complex deals
  • SDRs qualifying opportunities for AEs
  • Sales managers forecasting deal health
  • Customer Success teams identifying expansion champions

Preconditions

Required Tools

  • LinkedIn Sales Navigator
  • Org chart tool (OrgChartHub, The Org, or similar)
  • CRM with contact role tracking
  • GPT-4 for analysis (optional)
  • Enrichment tool (Clay, Clearbit)

Required Fields/Properties

  • Target company name and domain
  • Known contact(s) and their roles
  • Deal type/size for committee pattern matching
  • Industry context

Definitions Required

  • Standard buying committee roles (Champion, Economic Buyer, Technical Evaluator, etc.)
  • Title-to-role mapping for your product
  • Minimum stakeholders to qualify as multi-threaded
  • How to surface and track committee in CRM

Step-by-Step Workflow

1

Define Buying Committee Roles

Goal: Establish the typical stakeholders involved in your deal type.

Actions:

  • List standard roles: Champion, Economic Buyer, Technical Evaluator, User Buyer
  • Add your product-specific roles (Security Review, Procurement, Legal)
  • Define title patterns that map to each role
  • Identify historical patterns from won deals
  • Create role descriptions for sales team reference

Implementation Notes: Start with your last 10 won deals. Who was involved? What were their titles? This gives you the pattern for mapping future deals.

Automation Logic:

Standard Buying Committee Roles: 1. CHAMPION - Your internal advocate Titles: Director, Sr. Manager in relevant function Signs: Responds quickly, shares info, introduces others 2. ECONOMIC BUYER - Controls budget Titles: VP, SVP, C-level in relevant function Signs: Asks about ROI, TCO, business impact 3. TECHNICAL EVALUATOR - Validates capabilities Titles: Engineering Lead, Architect, IT Director Signs: Asks about integrations, security, performance 4. USER BUYER - Day-to-day users Titles: Manager, Team Lead in using function Signs: Asks about workflow, ease of use, training 5. BLOCKER (potential) - Can say no Titles: Security, Legal, Procurement, IT Governance Signs: Focus on risk, compliance, process
2

Build Org Chart Discovery

Goal: Automatically pull relevant contacts from the target organization.

Actions:

  • Configure LinkedIn Sales Navigator search by company
  • Set up org chart tool integration
  • Define title filters for relevant departments
  • Create enrichment workflow to pull contact details
  • Handle companies with limited public org data

Implementation Notes: LinkedIn Sales Nav + an org chart tool covers most cases. For private companies, use your champion to validate the map. For large enterprises, focus on the relevant division, not the whole company.

Automation Logic:

// Example: LinkedIn Sales Navigator search config const findCommitteeMembers = { company: '{{company_name}}', titleFilters: [ // Economic Buyers 'VP', 'SVP', 'Chief', 'Head of', // Technical Evaluators 'Director Engineering', 'Architect', 'IT Director', // Champions/Users 'Director', 'Senior Manager', 'Manager' ], departments: [ '{{primary_department}}', // e.g., 'Sales', 'Marketing' 'IT', 'Engineering', // Technical evaluation 'Finance', 'Procurement' // Budget/purchasing ], excludeTitles: ['Intern', 'Associate', 'Coordinator'] };
3

Map Contacts to Roles

Goal: Assign each discovered contact to a buying committee role.

Actions:

  • Match titles to predefined role patterns
  • Use AI to handle ambiguous titles
  • Flag contacts that could fill multiple roles
  • Identify gaps in committee coverage
  • Score confidence of each mapping

Implementation Notes: Not every mapping is obvious. 'Director of Digital Transformation' could be Champion or Technical Evaluator depending on context. Flag ambiguous cases for rep validation.

Automation Logic:

Role Mapping Prompt for GPT-4: Given these contacts at {{company_name}} and their titles, map each to a buying committee role for a {{product_category}} purchase: Contacts: {{contact_list}} Roles to assign: - Economic Buyer (budget authority) - Champion (internal advocate) - Technical Evaluator (validates tech fit) - User Buyer (end user perspective) - Potential Blocker (security, legal, procurement) For each contact, provide: 1. Likely role(s) 2. Confidence (High/Medium/Low) 3. Recommended engagement approach Consider: {{deal_context}}
4

Generate Committee Map

Goal: Create a visual and actionable map of the buying committee.

Actions:

  • Build committee visualization in CRM
  • Show relationships between stakeholders
  • Highlight known vs. unknown contacts
  • Flag coverage gaps by role
  • Include engagement recommendations per person

Implementation Notes: The map should answer: Who do we know? Who do we need to know? Who might block us? Make gaps visually obvious so reps take action.

5

Create Multi-Threading Plan

Goal: Generate specific actions to engage the full committee.

Actions:

  • Prioritize outreach by role importance
  • Suggest warm paths (mutual connections, events)
  • Recommend content for each persona
  • Create sequence of introductions to request
  • Set milestone for 'fully multi-threaded' status

Implementation Notes: Multi-threading isn't just knowing namesβ€”it's having relationships. The plan should guide reps from 'identified' to 'engaged' for each stakeholder.

Templates

Buying Committee Map Template

πŸ—ΊοΈ BUYING COMMITTEE MAP
━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━

🏒 Company: {{company_name}}
πŸ’° Deal Value: {{deal_amount}}
πŸ“Š Coverage Score: {{coverage_percentage}}%

━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━

πŸ’΅ ECONOMIC BUYER
{{#if economic_buyer}}
βœ… {{economic_buyer.name}}, {{economic_buyer.title}}
   Status: {{economic_buyer.engagement_status}}
   Last Contact: {{economic_buyer.last_contact}}
{{else}}
⚠️ NOT IDENTIFIED - Gap to fill
{{/if}}

⭐ CHAMPION
{{#if champion}}
βœ… {{champion.name}}, {{champion.title}}
   Status: {{champion.engagement_status}}
   Strength: {{champion.champion_score}}/10
{{else}}
⚠️ NOT IDENTIFIED - Critical gap
{{/if}}

πŸ”§ TECHNICAL EVALUATOR
{{#if technical_evaluator}}
βœ… {{technical_evaluator.name}}, {{technical_evaluator.title}}
   Status: {{technical_evaluator.engagement_status}}
{{else}}
⚠️ NOT IDENTIFIED - Gap to fill
{{/if}}

πŸ‘€ USER BUYER
{{#if user_buyer}}
βœ… {{user_buyer.name}}, {{user_buyer.title}}
   Status: {{user_buyer.engagement_status}}
{{else}}
⚠️ NOT IDENTIFIED - Gap to fill
{{/if}}

🚫 POTENTIAL BLOCKERS
{{#each blockers}}
⚑ {{name}}, {{title}} ({{blocker_type}})
   Risk Level: {{risk_level}}
   Mitigation: {{mitigation_strategy}}
{{/each}}

━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━

πŸ“‹ MULTI-THREADING ACTIONS
{{#each action_items}}
{{number}}. {{action}} β†’ {{target_person}}
   Path: {{warm_path}}
{{/each}}

Champion Introduction Request

Subject: Quick intro request - {{target_name}}

Hi {{champion_name}},

As we progress toward {{milestone}}, it would be helpful to loop in {{target_name}} ({{target_title}}) to {{reason}}.

I know {{target_name}} will likely want to understand {{their_priorities}} - I've prepared {{relevant_content}} to make the conversation productive.

Would you be open to making an intro, or would it be easier if I reached out directly and mentioned we're working together?

Either way works - just want to make sure we're covering all bases.

Best,
{{sender_name}}

Title to Role Mapping

| Title Pattern | Likely Role | Confidence | Engagement Priority |
|--------------|-------------|------------|--------------------|
| VP/SVP/C-level + Function | Economic Buyer | High | Critical |
| Director + Function | Champion/User Buyer | Medium | High |
| Engineering/IT Lead | Technical Evaluator | High | High |
| Security/Compliance | Potential Blocker | High | Medium |
| Procurement/Purchasing | Potential Blocker | High | Medium-Late |
| Manager + Function | User Buyer | Medium | Medium |

Committee Coverage Checklist

πŸ“‹ MULTI-THREADING CHECKLIST

Deal: {{opportunity_name}}
Target Coverage: 80%+ of key roles engaged

β–‘ Economic Buyer identified
β–‘ Economic Buyer engaged (meeting or email exchange)
β–‘ Champion identified and validated
β–‘ Champion actively selling internally
β–‘ Technical Evaluator identified
β–‘ Technical evaluation complete or scheduled
β–‘ User Buyer(s) identified
β–‘ User requirements gathered
β–‘ Potential Blockers identified
β–‘ Blocker concerns addressed/mitigated

Current Score: {{engaged_count}}/{{total_roles}} roles engaged
Status: {{coverage_status}}

QA + Edge Cases

Test Cases Checklist

  • New opportunity created β†’ committee mapping initiated
  • Company with public org chart β†’ contacts populated automatically
  • Private company β†’ manual champion validation prompted
  • All roles filled β†’ 100% coverage score displayed
  • Missing Economic Buyer β†’ gap alert triggered

Common Failure Modes

  • Over-relying on titles: Titles don't always reflect actual influence. A 'Director' might have budget authority at one company but not another. Validate mappings with your champion.
  • Missing hidden influencers: Some key people don't have obvious titles. The CEO's chief of staff, a trusted advisor, or a board member might be critical. Ask your champion who else weighs in.
  • Mapping without engaging: A complete map is useless if you haven't actually built relationships. Track engagement status, not just identification.
  • Ignoring blockers: Security, Legal, and Procurement can kill deals at the last minute. Identify them early and start building relationships before they're asked to review.

Troubleshooting Tips

  • If org data is sparse: Use your champion to validate and fill gaps; they know their org
  • If mappings seem wrong: Review recent won/lost deals; your patterns may need updating
  • If reps aren't multi-threading: Make coverage score visible in forecasting; tie it to deal health
  • If deals stall despite coverage: Check champion strength; weak champions can't push deals forward

KPIs and Reporting

KPIs to Track

  • Committee Coverage Rate: >80% of key roles identified on qualified opportunities
  • Multi-Threaded Deals: >70% of deals have 3+ engaged stakeholders
  • Win Rate by Threading: Multi-threaded deals win 2x single-threaded
  • Gap Closure Time: Coverage gaps filled within 2 weeks of identification
  • Blocker Identification: >90% of blockers identified before proposal stage

Suggested Dashboard Widgets

  • Pipeline by Coverage Score: Deal value bucketed by committee coverage percentage
  • Threading Trend: Average stakeholders engaged over deal lifecycle
  • Coverage Gaps by Role: Most common missing roles across pipeline
  • Win Rate Correlation: Win rate by number of engaged stakeholders

Want This Implemented End-to-End?

If you want this playbook configured in your stack without the learning curve:

  • Timeline: Fully configured in 2 weeks
  • Deliverables: Role definitions, mapping workflow, CRM integration, committee visualization, multi-threading playbook
  • Handoff: Sales team training on mapping interpretation and multi-threading tactics
Request Implementation
Jump to Steps Implement