Choose one of three approaches. The steps for that option appear below.
Choose an option above. On a phone, swipe the tabs left or right to see all options →
Claude proposes candidate areas from the records, you correct the assumptions, and Claude drafts the map with first questions.
Select the records
List candidates
Check candidates
Draft the map
Hold for the team
Use: You
Have ready: the current deployment map and the account org context with public signals and row IDs preserved.
Check the map and context are current.
Use: Claude
Ask for candidate areas from the deployment rows and org context, with row references, assumptions and unchecked size estimates marked.
What to paste into the tool
Task: Reduced deployment rows and org signals; Candidate expansion worksheet with evidence and size assumptions. Keep every opportunity linked to supplied evidence; mark size estimates unchecked when their basis is absent, and offer first questions rather than offers or commitments; identify candidate areas with deployment row IDs and org-signal references
Use: You
Check candidate areas against the retained deployment rows and org signals, remove those resting on wrong assumptions and keep size gaps marked.
Check each candidate against the rows and signals it cites.
Use: Claude
Ask for a map attaching evidence to each area, unchecked sizes marked, and first questions only, with no offer or commitment.
What to paste into the tool
Task: Reduced deployment rows and org signals; Candidate expansion worksheet with evidence and size assumptions; Corrected opportunity candidates cleared for map drafting; Expansion whitespace draft with source rows and first questions. Keep every opportunity linked to supplied evidence; mark size estimates unchecked when their basis is absent, and offer first questions rather than offers or commitments
Use: You
Check every opportunity against its cited evidence and have the account team choose areas; leave offers, quotes and contact outside this mapping exercise.
Check every kept opportunity cites its evidence before the map is saved.
Gemini proposes candidate gaps, you check the worksheet and write the map yourself, then the account team chooses.
Select the records
List candidates
Check candidates
Write the map
Hold for the team
Use: You
Have ready: the current deployment map and the account org context with public signals and row IDs preserved.
Check the map and context are current.
Use: Gemini
Ask for candidate areas from the deployment rows and org context, with row references, assumptions and unchecked size estimates marked.
What to paste into the tool
Task: Reduced deployment rows and org signals; Candidate expansion worksheet with evidence and size assumptions. Keep every opportunity linked to supplied evidence; mark size estimates unchecked when their basis is absent, and offer first questions rather than offers or commitments; identify candidate areas with deployment row IDs and org-signal references; include the received account whitespace analysis packet unchanged beside this step's result for the next reviewer
Use: You
Check candidate areas against the retained deployment rows and org signals, remove those resting on wrong assumptions and keep size gaps marked.
Proceed only after account manager clearance.
Use: You
Write the expansion map from the corrected worksheet, attaching source rows to each area and proposing questions without offers or contact.
Check each area carries its source rows. Proceed only after the account manager approves the completed worksheet for review.
Use: You
Check every opportunity against its cited evidence and have the account team choose areas; leave offers, quotes and contact outside this mapping exercise.
Check every kept opportunity cites its evidence before the map is saved. Proceed only after account manager clearance.
ChatGPT compares the rows and words the map in one pass. You check every line before the team chooses.
Select the records
Compare and word
Check and hold
Use: You
Have ready: the current deployment map and the account org context with public signals and row IDs preserved.
Check the map and context are current.
Use: ChatGPT
Ask for candidate areas with row references, unbased sizes marked, first questions only, and a check table tying each area to its rows.
What to paste into the tool
Task: Compare the reduced deployment rows with the org signals, then word an expansion whitespace map. For every candidate area give the deployment row IDs and org-signal references behind it; mark size estimates that have no supplied basis; propose first questions only, never offers or commitments; end with a check table listing each area and the rows it cites, so a reviewer can verify every line. Use only the supplied rows and signals. Reduced rows and org signals: [paste the reduced copies].
Use: You
Check each opportunity against its cited row or signal and have the account team choose areas; leave offers, quotes and contact outside this mapping exercise.
Check every kept opportunity cites its evidence before the map is saved.
Best when: You want to edit candidates before map writing
What it does: Claude proposes and drafts; you correct and hold
Strong at: Drafts and edits text in many formats
Limit: A candidate stays unsupported if your check misses it
Free plan: Yes, limited (5-hour and weekly usage caps)
Best when: You want the final framing to stay with you
What it does: Gemini proposes candidates; you check and write the map
Strong at: Analyses data in a spreadsheet from plain language
Limit: You write the evidence-linked map as well as check
Free plan: Yes
Best when: You prepare the rows once and check one result
What it does: ChatGPT produces candidates and map together
Strong at: Answers questions; writes and rewrites text
Limit: A wrong comparison is only caught at your final check
Free plan: Yes, limited (file uploads, images, voice, data analysis)
Before you paste into any AI tool, remove any confidential information. Put it back at the end.
Deciding between ChatGPT and Claude for this? See the comparison.
For the account whitespace analysis, check all source references during the human review actions and keep disclosure clearance separate.
The account manager receives the full retained material at the final account whitespace analysis review.
Check the result against your original inputs. Approve it before sharing or acting.