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Handbook: Commercial Organization Phase 3 — supporting pages - #5510

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commercial-org-handbook-3-supporting
Aug 4, 2026
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Handbook: Commercial Organization Phase 3 — supporting pages#5510
MichaelBDavis merged 2 commits into
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Phase 3 of the Commercial Organization handbook restructure. Adds the four cross-functional supporting pages from the Commercial Organization model and cleans up the section index. Branches off main after Phase 2 (#5496) merged.

New pages

Page Nav order Source
Systems & Tools (tools.md) 8 Tech stack moved out of the section index
Working Norms (working-norms.md) 9 Communication, cadence, collaboration, escalation
Customer Journey Alignment (customer-journey.md) 10 The eight lifecycle stages + stage ownership
Onboarding & Development (onboarding.md) 11 Internal onboarding and growth

Index changes

  • Removed the Sales tech stack block — that content now lives on the Systems & Tools page, which the index links to.
  • Added the four new pages to the How we work list.

Nav ordering

New pages slot at orders 8–11 (after Regions=7), and the tactical process pages below them are bumped down by four so the sidebar stays in reading order. Every renumbered file is a single-line frontmatter change; final order is contiguous 1–23.

All internal links verified against existing files.

🤖 Generated with Claude Code

@MichaelBDavis
MichaelBDavis force-pushed the commercial-org-handbook-3-supporting branch from 7852254 to 2fc1e43 Compare August 4, 2026 22:01
Add the four cross-functional supporting pages from the Commercial
Organization model and wire them into the section:

- tools.md (Systems & Tools) — the commercial tech stack, moved out of
  the section index
- working-norms.md — communication, cadence, collaboration, escalation
- customer-journey.md — the eight lifecycle stages and stage ownership
- onboarding.md — internal onboarding and development

Strip the "Sales tech stack" block from index.md (now on the Systems &
Tools page) and add the new pages to the "How we work" list. Slot the new
pages at nav orders 8–11 (after Regions) and bump the tactical process
pages down by four to keep the sidebar in reading order.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
@MichaelBDavis
MichaelBDavis force-pushed the commercial-org-handbook-3-supporting branch from 2fc1e43 to bc84d8a Compare August 4, 2026 22:01
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Draw a clean boundary between the two pages instead of overlapping:

- Rescope "Sales Team Operating Principles" to the whole Commercial
  Organization and retitle it "Commercial Team Operating Principles" —
  it owns individual conduct standards (presence, preparation, call
  excellence, follow-through, ethics, continuous improvement,
  accountability).
- Trim Working Norms to the two things Operating Principles lacks:
  meeting cadence and escalation routing. Drop its communication,
  documentation, and collaboration sections, which duplicated Operating
  Principles' Internal Collaboration and Data Hygiene.

Cross-link the two pages and update the section index labels.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
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@MichaelBDavis
MichaelBDavis merged commit b39855c into main Aug 4, 2026
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@MichaelBDavis
MichaelBDavis deleted the commercial-org-handbook-3-supporting branch August 4, 2026 23:23
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