PeerfoldSign inThis page is the job aid. Bookmark it. It indexes all 28 plays by stage and consolidates the data spine each stage must write to the CRM. Come back to it when you plan a quarter.
Stage 01 · Express × Learn. 1. Name the problem before anyone else does. 2. Publish your playbook as a course. 3. Teach the job, not the tool. 4. Build for citation. 5. Put a face on the curriculum. 6. Ladder the curriculum. 7. Run education as a launch surface.
Stage 02 · Tailor × Certify. 1. Build credentials worth carrying. 2. Segment every audience by skill. 3. Trigger on progress, both directions. 4. Arm sales with the transcript. 5. Run onboarding as curriculum with deadlines. 6. Certify by role, not just by level. 7. Price and package with education inside.
Stage 03 · Amplify × Champion. 1. Make every credential one click from public. 2. Build the room where practitioners answer in public. 3. Mint status deliberately. 4. Decentralize your events. 5. Tier the most invested into a real partner program. 6. Turn customer completions into account-level advocacy. 7. Point the whole engine at the answer engines.
Stage 04 · Evolve × Connect. 1. Read the drop-offs on a schedule. 2. Mine the quiz misses. 3. Theme the questions. 4. Close the changelog loop. 5. Pilot with certified cohorts. 6. Route the findings. 7. Publish what you fixed.
The minimum data spine, per stage, that must land on CRM contact and company records for the loop to function.
Stage 01: enrollments with first-touch source, lesson views and completions, drop-off points.
Stage 02: progress with timestamps, scores and attempts, certification level and expiry, onboarding-path status, certified density per account.
Stage 03: credential share events, community activity per member and account, referrals, partner tier and registered deals, partner-sourced pipeline.
Stage 04: drop-off rankings, quiz-miss patterns, question themes, release-to-update lag, cohort NPS.
One per stage, reviewed monthly beside the drop-off ritual: share-of-answer on your named problem's core questions. Certified density in target accounts, quarter over quarter. Credential share rate. Community answers-by-members ratio. Time from product release to curriculum update.
Sequence, not scope: you do not need all 28 plays on day one. You need the first play of each stage and the data spine underneath. The four-quarter sequence lesson covers the order.