Taxonomy Map

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0. Transcript

Paste raw call or ticket text. Use Quick Map to attach Product Area → Subtopic pairs fast.

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Suggested Product Areas

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Conversation Summary

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Meeting Goal Type of Customer or Prospect Things that were good Things that were bad Final Outcome

1. Product Taxonomy

Goal: See exactly where the product excels/fails, and why.

Level 1: Product Area 1+ per call · 0 selected ·

Application Processing
Income Verification
ID Verification
Fraud Detection
Integration (PMS, API, etc.)
Reporting/Analytics
Applicant Experience
Portfolio/Unit Setup
Onboarding & Training
Support
Billing/Pricing
Compliance/Security
Other

Level 2: Product Subtopic/Signal attach per area · total 0 selected ·

Shortcut: selecting a global subtopic adds it for all checked Product Areas. Use the per-area blocks below for specificity.

2. User Journey Taxonomy

Goal: Track exactly where users are succeeding, blocked, or dropping off.

Level 1: Journey Stage pick the main one · — ·

Awareness & Discovery
Solution Research
First Contact
Needs Assessment
Demo/Evaluation
Technical Validation
Commercial Discussion
Onboarding/Implementation
Go-Live
Early Adoption
Expansion/Upsell
Renewal/Retention
Churn Risk
Other

Level 2: Stage Detail multi-select · 0 selected ·

Problem Discovery
User/Stakeholder Mapping
Objection Raised
Objection Overcome
Pilot/Trial Requested
Integration Feasibility
Training/Support Needed
KPI/Success Metrics Defined
Adoption Blocker
Expansion Interest
Reference/Referral
Competitive Evaluation
Legal/Compliance Review
Go-Live Issue
Champion Identified
Other

3. Sales Taxonomy

Goal: Show why deals close, stall, or die—what really moves revenue.

Level 1: Sales Stage choose main stage · — ·

Prospecting
Qualification
Needs Analysis
Solution Fit
Value Proof
Proposal/Negotiation
Commit/Close
Onboarding Handoff
Closed Won
Closed Lost
Expansion/Revival
Other

Level 2: Sales Motion/Status multi-select · 0 selected ·

Pain Confirmed
Champion Found
Blocker Identified
Technical Win
Pricing Discussed
Contract/Redline
Procurement/Legal
Deal Stalled
Decision Maker Engaged
Executive Alignment
Competitive Threat
Win Reason
Loss Reason
Upsell/Cross-Sell
Other

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