ThinkWork
All Cheat Sheet Free

Stakeholder Mapping Cheat Sheet

A one-page framework for identifying economic buyers, champions, blockers, and users in any account — with a fill-in map and red-flag checklist for spotting relationship risk.

What's inside

  • The four stakeholder roles present in every account: Economic Buyer, Champion, Blocker/Skeptic, User/Influencer
  • What each role cares about, how to spot them, and how to engage them
  • A fill-in account map template with influence and sentiment fields
  • A 5-point red-flag checklist to catch single-threaded and blind-spot risk
  • The one rule for spotting a single-point-of-failure account

The four roles in every account

Every meaningful account decision involves some mix of these four roles. Miss one and you're at risk of a surprise late in the deal or renewal.

RoleWhat they care aboutHow to spot themHow to engage
Economic BuyerBudget, business outcomes, risk to their own credibility for approving the spendControls or approves the budget line; often not in day-to-day callsSpeak in business outcomes (revenue, cost, risk) — never product features. Earn direct access even if a champion tries to filter you out.
ChampionLooking good internally for backing this; wants proof it was the right callAdvocates for you internally, responds fastest, shares internal contextArm them with data and language to sell internally on your behalf — they're doing your selling when you're not in the room.
Blocker / SkepticRisk, disruption to their process, being blamed if this goes wrongSlow to respond, asks pointed/critical questions, was possibly burned by the last vendorDon't avoid them — meet directly, acknowledge the risk they're worried about, and give them a specific, narrow way to be right about caution.
User / InfluencerWhether this makes their actual day-to-day easier or harderUses the product daily, has ground-truth on adoption painListen to them for real adoption signal — their sentiment often predicts renewal risk before anyone with budget authority notices.

Your account map (fill this in per account)

For each account, name a real person in each role. If a role is blank, that's your biggest open risk.

Account: ___________________

RoleNameTitleInfluence (1–5)Sentiment (😊/😐/😟)What they care aboutNext engagement action
Economic Buyer
Champion
Blocker/Skeptic
User/Influencer

Red flags to check for right now

  • Do you have a name in every role, or are any blank?
  • Is your Economic Buyer someone you've spoken to directly, or only heard about secondhand?
  • Could your Champion leave tomorrow and take the relationship with them (single-threaded risk)?
  • Have you ever had a direct conversation with your Blocker/Skeptic, or only heard their objections filtered through someone else?
  • Has a User/Influencer told you something about adoption that contradicts what your Champion is telling you?

The one rule

If you can only name one stakeholder in an account, you don't have a relationship — you have a single point of failure.

How to use it

Fill in the account map for every strategic account this quarter; any blank role is your next outreach priority, and any single-name account is a multi-threading risk to fix before the next renewal.

Stay current

Get told when new Account Management, Retention & Expansion resources land.

Pick the topics you care about. No digest spam, just a note when something genuinely useful is added.

Pick your topics after you confirm. Unsubscribe any time.