Ai
Adobe Sales Academy
Role Exploration Program — Shadow Tracker
Mentee
Diego Guevara
Renewals Specialist
Mentor
Marty Goetzinger
Data & Insights Specialist
Active
SMART Goals & 12-Week Timeline
SMART Goals
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Goal 1 · Awareness
Map the D&I Product Suite & Use Cases
By end of Week 4, I can explain the distinct purpose of Adobe Analytics, Customer Journey Analytics, and Adobe Mix Modeler — and describe a real customer use case for each — without referencing notes.
Goal 2 · Skill
Present an Analytics Solution Concept via PowerPoint
By Week 8, I will use Adobe-provided materials and templates to build a PowerPoint deck proposing an analytics solution for a hypothetical customer — covering recommended product(s), key metrics, and the business case — and present it to Marty for written feedback.
Goal 3 · Network
Connect with 3 D&I Team Members or Customers
By Week 6, I will complete informational 1:1s with 3 people in the Data & Insights ecosystem (D&I colleagues, Solutions Engineers, or customers), documenting what each role contributes to analytics outcomes.
Goal 4 · Analysis
Present a Customer Measurement Framework in PowerPoint
By Week 10, I will use Adobe slide templates to create a 5-slide deck presenting a measurement framework for a hypothetical customer scenario — defining recommended KPIs, product fit, and success criteria — and walk Marty through it for review.
Goal 5 · Reflection
Produce a Career Transition Action Plan
By Week 12, I will draft a written 90-day action plan detailing the specific skills to develop, certifications to pursue, and internal steps needed to realistically transition from Renewals into a Data & Insights role.
12-Week Timeline
▸ Expand each week for tasks
Week 1 · Jun 1 – Jun 7
Orientation: The Data & Insights Division
Review Marty's role charter and the D&I division org chart
Shadow Marty's weekly team standup and a customer intro call
Get a guided walkthrough of all three products: Adobe Analytics, CJA, and Mix Modeler
Review 2–3 Adobe-provided product overview decks to understand positioning
Set SMART goals with Marty and log them in this tracker
Week 2 · Jun 8 – Jun 14
Adobe Analytics — Product Positioning & Use Cases
Shadow Marty in a customer Adobe Analytics enablement or discovery session
Review Adobe's official AA sales and solution decks — note how value is communicated
Identify 3 customer scenarios from Marty's materials where AA is the right fit
Annotate a provided AA overview deck with your own notes and questions
Begin outreach to 3 D&I team members or customers for informational 1:1s (Goal 3)
Week 3 · Jun 15 – Jun 21
Customer Journey Analytics — Differentiation & Storytelling
Shadow a CJA discovery or positioning call Marty leads
Study the Adobe CJA vs AA comparison deck — what makes CJA the right choice?
Review a CJA customer-facing presentation Marty has used and annotate key slides
Complete first informational 1:1 — document key insights
Draft a one-slide 'CJA in plain English' summary in your own words
Week 4 · Jun 22 – Jun 28
Adobe Mix Modeler — Concepts & Customer Conversations
Attend a Mix Modeler discovery or results readout call with Marty
Review Adobe's Mix Modeler positioning and methodology decks
Identify the 3 types of customers/scenarios Mix Modeler is designed to serve
Mid-point check-in with Marty: review Goals 1 & 3 progress
Complete second informational 1:1 — document insights from both conversations
Week 5 · Jun 29 – Jul 5
Customer Discovery & Qualifying Analytics Needs
Shadow Marty leading a customer discovery session (observe and take notes)
Review Marty's discovery question frameworks and Adobe qualification materials
Map how Diego's renewals discovery skills transfer to analytics solution conversations
Draft a list of 10 discovery questions you would ask a new analytics customer
Review Adobe sales deck templates — identify the slides that anchor a solution proposal
Week 6 · Jul 6 – Jul 12
Solution Framing & Measurement Concepts
Shadow Marty's solution framing conversation with a customer or internal team
Review Adobe-provided measurement framework templates and example decks
Annotate a sample framework slide deck — note what each section is communicating
Discuss with Marty: how does strong discovery shape the solution story?
Complete third informational 1:1 — Goal 3 complete; write a synthesis note on all three
Week 7 · Jul 13 – Jul 19
⚠ OOO / Holiday Pause — Async Learning Week
No live shadow sessions this week (July 4th holiday)
Complete 1 Adobe Analytics or CJA module on Adobe Experience League
Review notes from Weeks 1–6 and write a mid-program reflection
Outline your Week 8 solution concept PowerPoint — choose a hypothetical customer scenario
Review 1–2 Adobe customer success story decks for presentation structure inspiration
Week 8 · Jul 20 – Jul 26
Analytics Solution Concept Presentation (Goal 2)
Using Adobe slide templates, build a PowerPoint proposing an analytics solution for a hypothetical customer
Deck should cover: customer scenario, recommended product(s), key metrics, and the business case
Present the deck to Marty in a mock customer-style conversation
Receive written feedback from Marty on structure, product fit, and storytelling (Goal 2 complete)
Debrief: what would need to change if this were a real customer pitch?
Week 9 · Jul 27 – Aug 2
Insights Storytelling & Executive Presentation Skills
Shadow Marty delivering a quarterly insights readout or exec-level customer presentation
Analyze how Marty structures the narrative in his decks: flow, emphasis, what gets cut
Compare two Adobe customer-facing decks — what makes one more compelling?
Begin outlining your Week 10 Measurement Framework PowerPoint (Goal 4 setup)
Practice a 3-minute verbal 'product fit' pitch for one of the three products — present to Marty
Week 10 · Aug 3 – Aug 9
Cross-Product Strategy & Measurement Framework Deck
Shadow Marty in a multi-product strategy conversation (AA + CJA or CJA + Mix Modeler)
Using Adobe templates, build slides defining KPIs, product recommendation, and success criteria for a hypothetical customer
Review Marty's own measurement framework decks for structure guidance
Interview Marty: what career path led him here and what skills opened the door?
Identify 2 skill or knowledge gaps; research Adobe certifications or internal training to close them
Week 11 · Aug 10 – Aug 16
Measurement Framework Presentation & Feedback (Goal 4)
Present your 5-slide Measurement Framework PowerPoint to Marty (Goal 4 complete)
Incorporate Marty's feedback and finalize the deck
Shadow one more area not yet covered (e.g., a Mix Modeler optimization or CJA renewal conversation)
Draft the outline for your 90-Day Career Transition Action Plan (Goal 5 setup)
Identify 1–2 open D&I roles or internal mobility paths to reference in your action plan
Week 12 · Aug 17 – Aug 28
Program Close & Career Action Plan
Finalize 90-Day Career Transition Action Plan — written doc with steps, timelines, and certifications (Goal 5 complete)
Prepare 10-slide Final Learnings PowerPoint using Adobe templates — cover goals, sessions, key insights, and next steps
Deliver final presentation to Marty and/or program coordinator
Submit Adobe Sales Academy program feedback survey
Schedule a 60-day follow-up with Marty to review action plan progress
Weekly Topic & Task Plan
Current week auto-highlighted
| Wk | Dates | Topic / Focus | Tasks | Goal Align | Done |
|---|---|---|---|---|---|
| 1 | Jun 1 Jun 7 |
Orientation: The Data & Insights Division |
|
G1 | |
| 2 | Jun 8 Jun 14 |
Adobe Analytics — Product Positioning & Use Cases |
|
G1 | |
| 3 | Jun 15 Jun 21 |
Customer Journey Analytics — Differentiation & Storytelling |
|
G1 | |
| 4 | Jun 22 Jun 28 |
Adobe Mix Modeler — Concepts & Customer Conversations |
|
G1 | |
| 5 | Jun 29 Jul 5 |
Customer Discovery & Qualifying Analytics Needs |
|
G2 | |
| 6 | Jul 6 Jul 12 |
Solution Framing & Measurement Concepts |
|
G3 | |
| 7 | Jul 13 Jul 19 |
⚠ OOO / Holiday Pause — Async Learning Week |
|
G1 | |
| 8 | Jul 20 Jul 26 |
Analytics Solution Concept Presentation (Goal 2) |
|
G2 | |
| 9 | Jul 27 Aug 2 |
Insights Storytelling & Executive Presentation Skills |
|
G4 | |
| 10 | Aug 3 Aug 9 |
Cross-Product Strategy & Measurement Framework Deck |
|
G4 | |
| 11 | Aug 10 Aug 16 |
Measurement Framework Presentation & Feedback (Goal 4) |
|
G4 | |
| 12 | Aug 17 Aug 28 |
Program Close & Career Action Plan |
|
G5 |
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Reminders & Recap Checklist
Key Program Deadlines
Jun 1
Program Kickoff
First shadow session with Marty · Orientation
Jun 29
Mid-Point Check-In (Week 4)
Goals 1 & 3 target date · Product suite mapped · 3 informational 1:1s complete
Jul 4 Wk
⚠ OOO / Holiday Week
No shadow sessions scheduled · Use for async learning
Aug 1
Solution Concept PowerPoint Presentation (Week 8)
Goal 2 target · Present analytics solution deck to Marty using Adobe templates
Aug 15
Measurement Framework Presentation (Week 10)
Goal 4 target · 5-slide framework deck delivered to Marty
Aug 28
Final Presentation & Program Close
Action plan + learning summary to stakeholders
Final Presentation Checklist
Program Learnings Deck (10 slides)
Cover: goals achieved, sessions attended, key insights from each product area (AA, CJA, Mix Modeler), skill gaps identified, and 3 standout observations from shadowing Marty.
90-Day Career Transition Action Plan
Written plan outlining concrete steps to move from Renewals into a D&I Specialist role — including certifications (e.g., Adobe Analytics Certified Expert), skills to build, and internal advocates to engage.
Solution Concept & Measurement Framework Decks
Two PowerPoints built using Adobe templates: (1) a solution concept proposal for a hypothetical customer, and (2) a 5-slide measurement framework deck. Both reviewed and signed off by Marty.
Program Feedback Survey Submitted
Complete Adobe Sales Academy's post-program feedback form rating the shadow experience, mentor quality, and program structure.