Sourcing in practice | Session 11
Brought In Too Late
The intake battle, worked properly. Why sourcing arrives after the decision and what it costs every time, the four signals that a deal is quietly forming, the estate doing the watching live, and the posture that earns the early seat. With briefings from the advisory desk. Recorded August 2026.
AI presenters The analysts delivering this session are AI generated. The research, the figures and the recommendations behind them are our own.
The first two minutes play for everyone. The full session is available on request with a work email.
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What this session covers The requisition lands fully formed. Vendor chosen, price quoted, business owner committed, and one signature missing: yours. Most of the savings available in any deal are decided before the requisition exists, and this session is about arriving before that point instead of after it.
Live on the sample workspace, the estate does the watching: the renewal calendar built from the paper itself, the wire reporting what is changing and why, and the twelve month board where every deal has an owner, a next action, and lead time. The early seat, made routine.
Between the segments, the advisory desk cuts in with short recorded briefings: why sourcing gets brought in late and the loop that keeps it late, an intake process the business actually uses, the three moves that make you a partner instead of a gate, and the first two weeks of moving upstream.
Agenda
- 0:00Countdown
- 0:30Welcome: the requisition that was really a done deal
- 2:15Advisory desk: why sourcing arrives late
- 3:45The four signals a decision is forming
- 5:08Advisory desk: intake people actually use
- 6:42Live: the estate surfacing deals months early
- 10:50Advisory desk: partner, not gate
- 12:24The upstream playbook
- 13:19Advisory desk: your first two weeks
- 14:54Your next step
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