Use the Buyer Loop
Preview the five B2B stages, then open Edit to set buyer behavior, activation, owner, and KPIs per stage.
2 steps · About 2 minutes
Preview Buyer Loop
Open Buyer Loop from Models. A saved version starts in Display: the read-only canvas, not the form. Anyone with strategy read can view it. This is the same published view chat preview uses. You cannot save here u2014 choose Edit (pencil) to change fields.
Edit Buyer Loop
A saved Buyer Loop model starts in Display. Choose Edit (pencil) to show the form. Change the Buyer behavior field (or any other), then use Save if you have strategy update. Save writes a new draft version. Publish is a separate job u2014 see Save and publish a strategy model.
FAQ
Every stage is empty. Which stage do I fill first?+
Start with Explore and Evaluate (how buyers research), then Buy, Experience, and Advocate. Save a version so the loop can show in Display and chat.
If I fill Buyer Loop here, does it change other workspaces?+
No. The agency picks which frameworks exist (Settings u2192 Agency u2192 Marketing models). Each workspace saves its own versions. Filling Buyer Loop for this client does not overwrite another client.
Does Edit also publish Buyer Loop for chat?+
No. Edit then Save writes a draft version. Chat preview and @mentions of strategy models use a published version. See Save and publish a strategy model. Revert a strategy model version and Use the strategy model assistant are separate jobs on the same page.
I can preview Buyer Loop but I cannot save. Why?+
Viewing needs strategy read. Save, publish, unpublish, and revert need strategy update. Ask an admin. The assistant on the right can draft a change; applying it also needs strategy update.