Create a new alternative (status quo / incumbent / DIY pattern)
Alternative creation input
The external name of the status quo / incumbent alternative
1"Manual spreadsheet workflow"
The internal name of the alternative
"Excel + email research stack"
A description of the alternative
"Prospects stitch together spreadsheets and email to track outreach"
Conditions and contexts where this alternative genuinely holds up
[
"Small team with one owner",
"Low deal volume"
]Concrete failure modes and triggers where this approach stops working
["Cross-team handoffs", "Compliance review"]Personas or mindsets that advocate for this path and resist change
[
"Frugal ops lead",
"Founder who built the spreadsheet"
]Specific ways the offering addresses gaps and failure modes of this alternative
[
"Single system of record",
"Auditable workflow"
]Why this approach feels rational, safe, or good enough organizationally
["No new vendor risk", "Familiar tools"]Non-obvious costs, compounding debt, and second-order risks over time
[
"Tribal knowledge loss",
"Rework when owners rotate"
]Custom fields for additional alternative information
Primary Offering to use as context when creating alternatives. If not provided, the primary company attached to the Workspace will be used.
"o_123456"
Strategy for linking this alternative to offerings (products/services)