Slide 1 of 4
Review is a reading, not a checkbox
The whole motion is laid out in order: the timeline, each step's objective and execution instructions, the actions attached, and who they route to.
Build and run your first RevPlay
WatchLesson 10 of 12Review, activate, and read the impact
Walking the review summary
Read a finished play back on the Review & Activate step and catch the errors that only become visible when the whole motion is laid out in order.
4 minIntermediate
Walking the Review & Activate stepComing soon
Part 1 of 3
The screen you are on
Step 4 is Review & Activate. It lays the whole motion out for a person to check before it runs against a single account: the name, lifecycle stages, classifications and KPIs from Overview; every timeline step in order with its objective and execution instructions; the actions attached to each step and who they route to; and the eligibility conditions.
Anything required and still missing is listed beside the Activate button, and each blocker links straight to the step that needs it: click the blocker, fix the field, come back. There is deliberately no readiness score: an earlier version of this step carried one and it was removed in favour of plain required-field validation, because a score invites you to interpret a number when the only real question is binary. Two buttons leave the step. Save Draft keeps everything without starting anything. Activate sets it live.
Part 2 of 3
The errors that only appear in sequence
Every field in your play was correct when you wrote it. The errors that survive to this step are relational: they live between steps rather than inside one, which is exactly why building the play step by step cannot surface them and reading it end to end can.
Three recur often enough to look for by name. Each of them comes from the same cause: the steps were written in separate sittings, and nobody has read them together since.
- Two steps asking the same person for substantially the same thing, a few days apart
- Instructions that assume context an earlier step was supposed to establish and does not
- A gap long enough that the account has lost the thread before the next step lands
Part 3 of 3
Two passes, two perspectives
Read the play twice, and change who you are between readings. The first pass is as the account: this sequence of touches arrives at your company over these weeks, is it coherent, is it attentive, would it feel like one conversation or several unrelated approaches?
The second pass is as the owner the actions route to: these items arrive in your queue on these days, carrying these instructions, can you act on each one without going to find something the play did not give you? The first pass catches an incoherent customer experience. The second catches an unworkable queue. Neither finds the other's errors.
Key questions
You should be able to answer each of these from memory before opening it. Recalling the answer is what makes it stick; recognizing it when you read it does not.
Which errors only become visible on the Review step?
Relational ones, which exist between steps rather than inside one: duplicate asks landing on the same owner days apart, instructions assuming preparation an earlier step never does, and gaps long enough to break the conversation.
Why read the play twice, and as whom?
Once as the account, which catches an incoherent customer experience, and once as the action owner, which catches an unworkable queue. Neither pass finds the other's errors.
What to take away
- The errors that survive to Review live between steps, which is why reading in order is what finds them.
- Read the play once as the account and once as the action owner. Neither pass finds the other's errors.
Teach this lesson
The argument in 4 slides, for presenting it to your team
Slide 2 of 4
Blockers are listed, not scored
Anything still missing appears here with a link straight to the step that needs it. There is no readiness score to interpret, either a required field is filled or it is not.
Slide 3 of 4
What only shows up in sequence
- Two steps that ask the same person for the same thing
- A step whose instructions assume work an earlier step never did
- A gap long enough that the thread of the conversation is lost
Slide 4 of 4
Read it as the account, then as the owner
Two passes catch different errors: the first finds an incoherent experience, the second finds an unworkable queue.
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