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[CUSTOMER COMPANY] Business Case & Overview

[YOUR NAME], [JOB TITLE]

[CUSTOMER COMPANY LOGO]

[YOUR COMPANY LOGO]

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[YOUR COMPANY] for [CUSTOMER COMPANY]

What we heard

  • There is a need for [BIG WIN], specifically [AREA OF IMPROVEMENT].¹
  • Current workflow for [PERSONA] to [WHAT THEY WANT TO DO] is [PAIN POINT] and prevents [KEY OUTCOME].
  • [SECONDARY WIN] could be improved with [DIFFERENTIATOR VALUE PROP].²

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[YOUR COMPANY] for [CUSTOMER COMPANY]

Solution

  • [WORKFLOW #1] to ensure [OUTCOME #1] for [PRIMARY PERSONA].¹
  • [WORKFLOW #2] to improve [OUTCOME #2] for [SECONDARY PERSONA].²
  • Leverage [DIFFERENTIATOR] to [DIFFERENTIATOR VALUE PROP].

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[YOUR COMPANY] for [CUSTOMER COMPANY]

Findings after [Pilot/Evaluation]¹

  • [Feedback/Adoption] by [PRIMARY PERSONA] was [Positive/High] increasing [OUTCOME #1].²
  • [Feedback/Adoption] by [SECONDARY PERSONA] was [Positive/High] increasing [OUTCOME #2].
  • ROI [STAT] for [TRACKED METRICS].

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Social Proof: 1,500+ Customers

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Real ROI from [YOUR COMPANY]¹

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+28%

Deal Size

Marketing Automation

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+30%

Close Rates

Healthcare Software

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+33%

Deal Size

Referral Automation Software

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-50%

Sales Cycle

Channel Partner Software

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-33%

Ramp Time

Quality Management Software

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Onboarding Timeline & Ongoing Engagement

1

2

3

4

5

Day 1

2-3 Mos.

4-6 Mos.

6-9 Mos.

Ongoing

Review

Systematize

Analyze

Strategize

Accelerate

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Description

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Impact

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Typical Timeline

[What is happening]

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[What results will they get]

[What is happening]

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[What results will they get]

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[What is happening]

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[What results will they get]

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[What is happening]

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[What results will they get]

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[What is happening]

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[What results will they get]

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[COMPANY NAME] Proposal

Product

Annual Approved Pricing³

[COMPANY NAME] Offer

[COMPANY NAME] Discount⁵

Quantity

Annual Cost

License type 1⁴

$XX,XXX

$XX,XXX

XX%

N

$XXX,XXX

License type 2

$XX,XXX

$XX,XXX

XX%

N

$XXX,XXX

Platform fee

$X,XXX

$X,XXX

XX%

1

$X,XXX

Approved pricing: $XXX,XXX

[COMPANY NAME] offer: $XXX,XXX

Overall discount: XX%

Offer Valid Until: MM/DD/YYYY¹

Contract Terms: Annual Payments, Due Net 30 Days Upon Receipt²

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What’s Included

  • Unlimited [FEATURE 1]
  • Unlimited [FEATURE 2]
  • Dedicated Customer Success Manager
  • Manager and User Training and Onboarding
  • Technical Support (8am - 5pm PST, business days)

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They upgraded from [YOUR COMPETITOR] to [YOUR COMPANY]