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<h2 style="text-align: center"><u>How To Use This Template</u></h2><h2 style="text-align: center">⬇ ⬇ ⬇</h2><h4>STEP 1: Click &quot;Use as Template&quot; to copy into your own Distribute Workspace</h4><div style=""><figure data-media-width="848" data-media-height="155" data-align="center" data-type="resizeableFigure" style="justify-content: center" class="resizeable-figure resizeable-figure-margin"><div style="height: auto;width: 848px; "><img src="https://storage.distribute.so/media/main/f1256173-328f-4546-8916-414226ac1b8e/26feedef-5ccf-4bab-aa8e-8fa19c974093.png" alt="Dark Deal Re-Engagement Space 2024-11-14 at 11.13.51 AM.png.png" title="Dark Deal Re-Engagement Space 2024-11-14 at 11.13.51 AM.png.png"></div></figure></div><hr><h4>STEP 2: Make edits</h4><div style=""><figure data-media-width="848" data-media-height="757" data-align="center" data-type="resizeableFigure" style="justify-content: center" class="resizeable-figure resizeable-figure-margin"><div style="height: auto;width: 848px; "><img src="https://storage.distribute.so/media/main/94fe8090-efe8-45a9-a49d-1c37c2b72881/3d4d35cf-f27e-4f00-b35d-a7ddc1e8540c.gif" alt="Zight Recording 2024-11-18 at 09.10.50 AM.gif" title="Zight Recording 2024-11-18 at 09.10.50 AM.gif"></div></figure></div><hr><h4>STEP 3: Share with customers, see what they view, and get an email when it&apos;s viewed!</h4><div style=""><figure data-media-width="848" data-media-height="496" data-align="center" data-type="resizeableFigure" style="justify-content: center" class="resizeable-figure resizeable-figure-margin"><div style="height: auto;width: 848px; "><img src="https://storage.distribute.so/media/main/94fe8090-efe8-45a9-a49d-1c37c2b72881/549abe77-c092-4f1f-8a75-67b5ff562b24.png" alt="image.png" title="image.png"></div></figure></div><p></p><h2 style="text-align: center"><em>Enjoy :)</em></h2><p></p>

👉 [START HERE]

<h2>Priority Alignment</h2><div class="callout" style="background-color: rgb(220, 250, 230)"><span class="callout__emoji">💡</span><div class="callout__text"><p>[Map prospect&apos;s priorities. Examples:]</p></div></div><h3>Your Goals</h3><div data-type="timeline" class="timeline"><div class="timeline-item" data-date=""><div class="timeline-item__icon-wrapper timeline-item__icon-wrapper--progress"><span class="timeline-item__icon">➡️</span></div><div class="timeline-item__content-wrapper"><div class="timeline-item__content"><h4>e.g., &quot;Reduce sales cycle from X to Y&quot;</h4><p></p></div></div></div><div class="timeline-item" data-date=""><div class="timeline-item__icon-wrapper timeline-item__icon-wrapper--progress"><span class="timeline-item__icon">➡️</span></div><div class="timeline-item__content-wrapper"><div class="timeline-item__content"><h4>e.g., &quot;Improve buyer engagement by X%&quot;</h4><p></p></div></div></div><div class="timeline-item" data-date=""><div class="timeline-item__icon-wrapper timeline-item__icon-wrapper--progress"><span class="timeline-item__icon">➡️</span></div><div class="timeline-item__content-wrapper"><div class="timeline-item__content"><h4>e.g., &quot;Launch by Q2 2024&quot;</h4><p></p></div></div></div><div class="timeline-item" data-date=""><div class="timeline-item__icon-wrapper timeline-item__icon-wrapper--progress"><span class="timeline-item__icon">➡️</span></div><div class="timeline-item__content-wrapper"><div class="timeline-item__content"><h4>e.g., &quot;Multi-thread across 5+ stakeholders&quot;</h4><p></p></div></div></div></div><h3>Success Metrics</h3><div class="callout" style="background-color: rgb(220, 250, 230)"><span class="callout__emoji">💡</span><div class="callout__text"><p>[Insert prospect&apos;s specific metrics:]</p></div></div><div class="custom-table-wrapper"><table class="custom-table"><tbody><tr><td colspan="1" rowspan="1"><p>Current State:</p></td><td colspan="1" rowspan="1"><p>e.g., &quot;90-day sales cycle&quot;</p></td></tr><tr><td colspan="1" rowspan="1"><p>Target State:</p></td><td colspan="1" rowspan="1"><p>e.g., &quot;45-day sales cycle&quot;</p></td></tr><tr><td colspan="1" rowspan="1"><p>Timeline:</p></td><td colspan="1" rowspan="1"><p>e.g., &quot;Q2 implementation&quot;</p></td></tr><tr><td colspan="1" rowspan="1"><p>Budget:</p></td><td colspan="1" rowspan="1"><p>e.g., &quot;$X per user&quot;</p></td></tr></tbody></table></div><p></p>

Discovery Template

<h2>Process Comparison</h2><h3>Traditional Process ([Competitor])</h3><div class="callout" style="background-color: rgb(220, 250, 230)"><span class="callout__emoji">💡</span><div class="callout__text"><p>[Insert prospect&apos;s current challenges:]</p></div></div><ul><li><p>Content Management: e.g., &quot;Scattered docs in email&quot;</p></li><li><p>Follow-up Process: e.g., &quot;Manual tracking&quot;</p></li><li><p>Visibility: e.g., &quot;Limited engagement data&quot;</p></li><li><p>Setup Time: e.g., &quot;Hours building materials&quot;</p></li><li><p>User Experience: e.g., &quot;Complex navigation&quot;</p></li></ul><h3>Modern Approach ([Your Company])</h3><div class="callout" style="background-color: rgb(220, 250, 230)"><span class="callout__emoji">💡</span><div class="callout__text"><p>[Insert your differentiators:]</p></div></div><ul><li><p>Content Management: e.g., &quot;Single collaborative workspace&quot;</p></li><li><p>Follow-up Process: e.g., &quot;Automated tracking&quot;</p></li><li><p>Visibility: e.g., &quot;Real-time engagement analytics&quot;</p></li><li><p>Setup Time: e.g., &quot;30-second deal rooms&quot;</p></li><li><p>User Experience: e.g., &quot;Intuitive interface&quot;</p></li></ul><h2>Feature Analysis Matrix</h2><p>[Customize based on prospect&apos;s priorities:]</p><div class="custom-table-wrapper"><table class="custom-table"><tbody><tr><th colspan="1" rowspan="1"><p>Capability</p></th><th colspan="1" rowspan="1"><p>[Competitor]</p></th><th colspan="1" rowspan="1"><p>[Your Company]</p></th><th colspan="1" rowspan="1"><p>Impact</p></th></tr><tr><td colspan="1" rowspan="1"><p>e.g., Deal Rooms</p></td><td colspan="1" rowspan="1"><p>Basic folders</p></td><td colspan="1" rowspan="1"><p>Dynamic workspace</p></td><td colspan="1" rowspan="1"><p>60% faster setup</p></td></tr><tr><td colspan="1" rowspan="1"><p>e.g., Analytics</p></td><td colspan="1" rowspan="1"><p>Limited tracking</p></td><td colspan="1" rowspan="1"><p>Full visibility</p></td><td colspan="1" rowspan="1"><p>85% better insights</p></td></tr><tr><td colspan="1" rowspan="1"><p>e.g., Automation</p></td><td colspan="1" rowspan="1"><p>Manual updates</p></td><td colspan="1" rowspan="1"><p>Real-time sync</p></td><td colspan="1" rowspan="1"><p>75% time saved</p></td></tr><tr><td colspan="1" rowspan="1"><p>e.g., Integration</p></td><td colspan="1" rowspan="1"><p>Limited apps</p></td><td colspan="1" rowspan="1"><p>Full ecosystem</p></td><td colspan="1" rowspan="1"><p>90% faster workflow</p></td></tr></tbody></table></div><p></p>

Competitive Comparison

<h2>Capability Impact</h2><div class="callout" style="background-color: rgb(220, 250, 230)"><span class="callout__emoji">💡</span><div class="callout__text"><p>[Show specific outcomes:]</p></div></div><div data-type="timeline" class="timeline"><div class="timeline-item" data-date=""><div class="timeline-item__icon-wrapper timeline-item__icon-wrapper--progress"><span class="timeline-item__icon">➡️</span></div><div class="timeline-item__content-wrapper"><div class="timeline-item__content"><h4>Immediate Impact</h4><p>Deal Room Creation: e.g., &quot;30 seconds vs. 2 hours&quot; <br>Content Organization: e.g., &quot;Instant vs. manual&quot; <br>Stakeholder Mapping: e.g., &quot;Automatic vs. spreadsheets&quot; <br>Analytics: e.g., &quot;Real-time vs. weekly reports&quot;</p></div></div></div><div class="timeline-item" data-date=""><div class="timeline-item__icon-wrapper timeline-item__icon-wrapper--progress"><span class="timeline-item__icon">➡️</span></div><div class="timeline-item__content-wrapper"><div class="timeline-item__content"><h4>30-Day Impact</h4><p>Sales Cycle: e.g., &quot;45 vs. 90 days&quot; <br>Deal Visibility: e.g., &quot;100% vs. 40%&quot; <br>Team Adoption: e.g., &quot;95% vs. 60%&quot; <br>ROI Achievement: e.g., &quot;30 days vs. 6 months&quot;</p></div></div></div></div><h2>Customer Success Story Template</h2><div class="callout" style="background-color: rgb(220, 250, 230)"><span class="callout__emoji">💡</span><div class="callout__text"><p>[Insert relevant example:]</p></div></div><h3>Similar Company Results</h3><ul><li><p>Industry: [Match prospect&apos;s vertical]</p></li><li><p>Previous Process: [Describe]</p></li><li><p>Current Results: [Metrics]</p></li><li><p>Implementation: [Timeline]</p></li><li><p>ROI: [Value achieved]</p></li></ul>

Value Demonstration

Greetings {recipient's name} 👋,

I'm excited to begin our adventure for {project} here. This collaborative platform will act as our main headquarters, containing all the details related to our project for {company name}.

Best,
Andy

Solution Consultant

Andy

Implementation Lead

John

Customer Success

Sally

<h2>Rollout Plan</h2><div class="callout" style="background-color: rgb(220, 250, 230)"><span class="callout__emoji">💡</span><div class="callout__text"><p>[Customize based on your solution:]</p></div></div><div class="tasklist-content"><div class="custom-tasklist"><div class="custom-tasklist__heading-wrapper"><div class="custom-tasklist__title-wrapper"><button class="custom-tasklist__toggle-btn"><img src=https://storage.googleapis.com/distribute-production-storage/general/toggle-icon.svg class="custom-tasklist__toggle custom-tasklist__toggle--rotated"/></button><p class="custom-tasklist__title">Week 1: Quick Start</p></div><span class="custom-tasklist__completed">0/0 completed</span></div><hr class="custom-tasklist__hr " /><div class="custom-tasklist__content "></div></div></div><div class="tasklist-content"><div class="custom-tasklist"><div class="custom-tasklist__heading-wrapper"><div class="custom-tasklist__title-wrapper"><button class="custom-tasklist__toggle-btn"><img src=https://storage.googleapis.com/distribute-production-storage/general/toggle-icon.svg class="custom-tasklist__toggle custom-tasklist__toggle--rotated"/></button><p class="custom-tasklist__title">Week 2-3: Optimization</p></div><span class="custom-tasklist__completed">0/0 completed</span></div><hr class="custom-tasklist__hr " /><div class="custom-tasklist__content "></div></div></div><div class="tasklist-content"><div class="custom-tasklist"><div class="custom-tasklist__heading-wrapper"><div class="custom-tasklist__title-wrapper"><button class="custom-tasklist__toggle-btn"><img src=https://storage.googleapis.com/distribute-production-storage/general/toggle-icon.svg class="custom-tasklist__toggle custom-tasklist__toggle--rotated"/></button><p class="custom-tasklist__title">Week 4+: Results</p></div><span class="custom-tasklist__completed">0/0 completed</span></div><hr class="custom-tasklist__hr " /><div class="custom-tasklist__content "></div></div></div><hr><h2>Message Templates</h2><h3>Initial Comparison</h3><div class="code-block group/code"><div class="code-block__container group-hover/code:visible"><span class="code-block__lang">Html</span><button class="code-block__copy" data-text="Based on your priorities, here&apos;s how we compare:

Traditional Process ([Competitor]):
&gt; [Insert their current challenge]
&gt; [Insert their current challenge]
&gt; [Insert their current challenge]

With [Your Company]:
&gt;&gt; [Insert your solution benefit]
&gt;&gt; [Insert your solution benefit]
&gt;&gt; [Insert your solution benefit]

[Similar Company] achieved [specific outcome] in [timeline]."><img src="https://storage.googleapis.com/distribute-production-storage/general/copy-01.svg" class="code-block__copy-icon"><span>Copy</span><div class="code-block__copy-tooltip code-block__copy-tooltip--hidden">Copied</div></button></div><pre language="html" selectedLanguage="html" class="code-block__text"><code class="language-html">Based on your priorities, here&apos;s how we compare:

Traditional Process ([Competitor]):
&gt; [Insert their current challenge]
&gt; [Insert their current challenge]
&gt; [Insert their current challenge]

With [Your Company]:
&gt;&gt; [Insert your solution benefit]
&gt;&gt; [Insert your solution benefit]
&gt;&gt; [Insert your solution benefit]

[Similar Company] achieved [specific outcome] in [timeline].</code></pre></div><h3>Value Demonstration</h3><div class="code-block group/code"><div class="code-block__container group-hover/code:visible"><span class="code-block__lang">Html</span><button class="code-block__copy" data-text="Let me show you in your own workspace:
- Create deal rooms in 30 seconds
- Track every interaction automatically
- Clone winning deals instantly
- Get real-time decision alerts

Our customers typically see:
- [X]% shorter sales cycles
- [X]% better engagement
- [X]% faster implementation"><img src="https://storage.googleapis.com/distribute-production-storage/general/copy-01.svg" class="code-block__copy-icon"><span>Copy</span><div class="code-block__copy-tooltip code-block__copy-tooltip--hidden">Copied</div></button></div><pre language="html" selectedLanguage="html" class="code-block__text"><code class="language-html">Let me show you in your own workspace:
- Create deal rooms in 30 seconds
- Track every interaction automatically
- Clone winning deals instantly
- Get real-time decision alerts

Our customers typically see:
- [X]% shorter sales cycles
- [X]% better engagement
- [X]% faster implementation</code></pre></div><h3>Close Template</h3><div class="code-block group/code"><div class="code-block__container group-hover/code:visible"><span class="code-block__lang">Html</span><button class="code-block__copy" data-text="Would it be valuable to see how [Company] in [Industry] evaluated this decision and achieved [Specific Outcome] in [Timeline]?

I can show you:
1. Their evaluation process
2. Implementation approach
3. Success metrics
4. Current results"><img src="https://storage.googleapis.com/distribute-production-storage/general/copy-01.svg" class="code-block__copy-icon"><span>Copy</span><div class="code-block__copy-tooltip code-block__copy-tooltip--hidden">Copied</div></button></div><pre language="html" selectedLanguage="html" class="code-block__text"><code class="language-html">Would it be valuable to see how [Company] in [Industry] evaluated this decision and achieved [Specific Outcome] in [Timeline]?

I can show you:
1. Their evaluation process
2. Implementation approach
3. Success metrics
4. Current results</code></pre></div><hr><h3>Your Success Team</h3><div company="Distribute" description="Greetings {recipient&apos;s name} 👋,

I&apos;m excited to begin our adventure for {project} here. This collaborative platform will act as our main headquarters, containing all the details related to our project for {company name}.

Best,
Andy" isDescriptionBlockVisible isPhotoBlockVisible jobTitle="Solution Consultant" name="Andy" photoUrl="" serializedContacts="[]" class="contact-card" data-type="contactCard"><div class="contact-card__description "><p class="contact-card__description-text">Greetings {recipient&apos;s name} 👋,

I&apos;m excited to begin our adventure for {project} here. This collaborative platform will act as our main headquarters, containing all the details related to our project for {company name}.

Best,
Andy</p></div><div class="contact-card__content"><div class="contact-card__personal-info"><span class="avatar  contact-card__avatar "><span class="avatar__initials">A</span></span><div class="contact-card__basic-info"><span class="contact-card__name">Andy</span><span class="contact-card__company-info">Solution Consultant • Distribute</span></div></div><div class="contact-card__contact-list"></div></div></div><div company="Distribute" description="Greetings {recipient&apos;s name} 👋,

I&apos;m excited to begin our adventure for {project} here. This collaborative platform will act as our main headquarters, containing all the details related to our project for {company name}.

Best,
Andy" isDescriptionBlockVisible isPhotoBlockVisible jobTitle="Implementation Lead" name="John" photoUrl="" serializedContacts="[]" class="contact-card" data-type="contactCard"><div class="contact-card__description "><p class="contact-card__description-text">Greetings {recipient&apos;s name} 👋,

I&apos;m excited to begin our adventure for {project} here. This collaborative platform will act as our main headquarters, containing all the details related to our project for {company name}.

Best,
Andy</p></div><div class="contact-card__content"><div class="contact-card__personal-info"><span class="avatar  contact-card__avatar "><span class="avatar__initials">J</span></span><div class="contact-card__basic-info"><span class="contact-card__name">John</span><span class="contact-card__company-info">Implementation Lead • Distribute</span></div></div><div class="contact-card__contact-list"></div></div></div><div company="Distribute" description="Greetings {recipient&apos;s name} 👋,

I&apos;m excited to begin our adventure for {project} here. This collaborative platform will act as our main headquarters, containing all the details related to our project for {company name}.

Best,
Andy" isDescriptionBlockVisible isPhotoBlockVisible jobTitle="Customer Success" name="Sally" photoUrl="" serializedContacts="[]" class="contact-card" data-type="contactCard"><div class="contact-card__description "><p class="contact-card__description-text">Greetings {recipient&apos;s name} 👋,

I&apos;m excited to begin our adventure for {project} here. This collaborative platform will act as our main headquarters, containing all the details related to our project for {company name}.

Best,
Andy</p></div><div class="contact-card__content"><div class="contact-card__personal-info"><span class="avatar  contact-card__avatar "><span class="avatar__initials">S</span></span><div class="contact-card__basic-info"><span class="contact-card__name">Sally</span><span class="contact-card__company-info">Customer Success • Distribute</span></div></div><div class="contact-card__contact-list"></div></div></div>

Solution Fit Analysis Playbook

How To Use This Template

⬇ ⬇ ⬇

STEP 1: Click "Use as Template" to copy into your own Distribute Workspace

STEP 2: Make edits

STEP 3: Share with customers, see what they view, and get an email when it's viewed!

Enjoy :)