Stakeholder Map

Know who decides before sign-off.

Map the client’s people by role, influence, and sentiment on one page, and share it with your team. It is internal only and never shown to the client, so you can write candidly.

Create a client project Room for free

No credit card. Try every Business feature for 14 days; afterwards you simply move to Free ($0), with no charge.

Available on: Solo・Business・Enterprise(CRM integration from Business)

Illustration

BUILDING THE MAP

Keep the map of people next to the project.

Import the client members of the Room, then add role, influence, and sentiment. Sticky notes and connections keep what you learned in meetings.

Illustration
  • Eight roles

    Pick a role such as decision maker, champion, technical evaluator, or gatekeeper.

  • Import from Room members

    Put the client members you invited straight onto the map.

  • Suggestions from notes

    Paste notes into Smart Intake to get suggestions about stakeholders. Approve one and it is placed on the map as a suggestion sticky note.

Stakeholder Map

FAQ

  • How many people can I map per Room?

    Up to 100 people (nodes) per Room. Add them as the project grows and organize them by influence and role.

  • Can customers see the map?

    It is internal only. Even when embedded in a Page, the map’s contents are not shown to client members.

  • What if new stakeholders show up mid-project?

    Just add a node. Paste notes into Smart Intake to get suggestions about stakeholders; approved suggestions are placed on the map as sticky notes.

  • Can I leverage CRM contacts?

    CRM-pulled client project information links to the Room, but the org-chart nodes are designed to be created and edited manually inside the Room.

  • How is sentiment (positive, skeptical, and so on) decided?

    The owner sets it by hand, based on meetings and view records.

Before the next sync, put everyone on one page.

Create a client project Room for free

No credit card. Try every Business feature for 14 days; afterwards you simply move to Free ($0), with no charge.

See this screen with sample data in the public demo Room’s internal view (demo content is in Japanese).Open the public demo Room (opens in a new tab)

Stakeholder Map | Terasu