Deep Lake Coaching LIbrary
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Generating Consistent Strategic Opportunities

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What We’re Achieving

Transitioning from execution to origination—or from contributor to commercial leader—requires more than tenure. It demands a proactive, structured approach to surfacing opportunities, shaping conversations, and guiding stakeholders toward action. This module focuses on building a repeatable system that fuels strategic momentum, deepens relationships, and creates meaningful value. You’ll shift from waiting on direction to confidently owning insight-driven outreach and relationship-led growth. 

IN THIS LESSON

Key Learning Areas

  • Designing a repeatable rhythm to identify, track, and prioritize strategic opportunities.

  • Elevating visibility and relevance through timely, value-driven engagement.

  • Balancing strategic positioning and follow-through—turning insight into momentum.
     

Deepen Your Understanding and Translate Insights into Action

    • Are you consistently adding new prospects, ideas, or relationships to your strategic pipeline?

    • How often do you proactively reach out to clients, investors, targets, or partners to surface new opportunities?

    • Do you regularly share tailored insights or thematic views with your external or internal network?

    • Do you initiate conversations to identify white space or new strategic opportunities?

    • Strategic Prospect Mapping: List 15–20 high-potential counterparties—clients, partners, targets, or executives. Rank them by alignment with your strategy and readiness to engage. For your top 5, write out the next two tailored actions you can take this month.

    • White Space Radar: Pick a product, strategy, or theme you believe is under-explored in your ecosystem. Draft three tailored talking points or questions that could seed a future opportunity. Share one with a trusted colleague or mentor to pressure-test your thinking.

    • Origination Replay: Revisit a deal, relationship, or strategic initiative you were part of. Deconstruct the origin story: what insight, moment, or person triggered it? Use this to identify what patterns you want to recreate—and where your edge lies.

    • Insight Distribution Sprint: Write a 1-page note (or 2-slide deck) on a theme or signal you’re seeing. Share it with 3 contacts: one internal, one external, and one stretch relationship. Track which version got the best traction—and why.

Real-World Challenge

Launch a Strategic Origination Initiative: Select one high-leverage target—an external client, investor, portfolio, or internal decision-maker. Lead a strategic outreach within 30 days, using a timely insight, white space angle, or tailored question. Your aim: create a meaningful next step. Whether it’s a second meeting, NDA, internal champion, or surfacing a latent need—own the moment. Debrief with your manager or coach, then adjust your origination system based on what worked and what didn’t. This is a live rep on transitioning from reactive contributor to proactive strategic leader.

Resources to Go Deeper

    • The Challenger Sale – Matthew Dixon & Brent Adamson > Amazon | Blinkist 

      Takeaway: The best originators create value by bringing unique insights and constructively challenging client thinking – don’t just ask clients what they need. 

    • Pricing Creativity: How to Sell on Value, Not Time – Blair Enns  > YouTube

      Takeaway: Transition from executing tasks to advising by focusing on unique value creation. 

    • How to Gain Control of Your Free Time – Laura Vanderkam > YouTube

      Takeaway: Prioritization and time control are key to creating space for prospecting and long-term franchise building.