[CUSTOMER COMPANY LOGO] [YOUR COMPANY LOGO]

[CUSTOMER COMPANY] Business Case & Overview

[YOUR NAME], [JOB TITLE]
[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
[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].
[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].
Social Proof: 1,500+ Customers
Real ROI from [YOUR COMPANY]¹

+30% ² +33% +28% -50% -33%

Close Rates Deal Size Deal Size Sales Cycle Ramp Time

³
Healthcare Software Referral Automation Marketing Channel Partner Quality Management
Software Automation Software Software
Onboarding Timeline & Ongoing Engagement
5
4
3 Accelerate
2 Strategize
1 Analyze [What is happening]
[What is happening]
Systematize
Review [What is happening]
[What is happening]
[What is happening]
Description

[What results will they [What results will they [What results will they [What results will they get] [What results will they
get] get] get] get]
Impact

Typical
Timeline Day 1 2-3 Mos. 4-6 Mos. 6-9 Mos. Ongoing
[COMPANY NAME] Proposal
Offer Valid Until: MM/DD/YYYY¹
Contract Terms: Annual Payments, Due Net 30 Days Upon Receipt ²

Product Annual [COMPANY [COMPANY Quantity Annual Cost

Approved NAME] NAME]
Pricing³ Offer Discount⁵

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