Keeping sales collateral current after product changes

Trace the change to the claim

Record the changed source, the affected claim, the files where it appears, and the owner who decides whether to update.

Then compare the old evidence, new evidence and deliberate local edits before changing the file. That lets you update a data-retention description without overwriting a sales engineer’s scoped deployment note.

AccountMade’s guidance on product changes makes the same point: a document a buyer receives needs a lasting link to its source and a review step when that source changes.

Sources: AccountMade: keeping sales content current after product changes · AccountMade blog: keeping buyer content traceable

Worked change review

Illustrative example. Names, volumes, dates and outcomes are fictional; replace them with approved evidence before use.

A documentation change alters the supported authentication setup. The reviewer finds a datasheet, a solution brief and a demo script that mention the old setup. The datasheet is updated after engineering review.

The solution brief has a customer-specific workaround, so it is flagged for the account owner, not overwritten. The demo script now shows the new failure condition. A buyer’s copy gets a correction notice only if it contains the changed claim.

Sources: AccountMade: keeping sales content current after product changes

Example review queue

Sources: AccountMade: keeping sales content current after product changes