<h2 style="text-align: center"><em><u>How To Use This Template</u></em></h2><p></p><h3>STEP 1: Click &quot;Use as Template&quot; to copy into your own Distribute Workspace</h3><div style=""><figure data-media-width="848" data-media-height="475" 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/b85468e7-0197-4188-a40b-fc4c4562e09f/3d70a84f-028d-41be-8d82-5d720fd9e1ee.png" alt="Business Case Framework 2024-11-08 at 3.29.15 PM.png.png" title="Business Case Framework 2024-11-08 at 3.29.15 PM.png.png"></div></figure></div><h3>STEP 2: Make edits.</h3><h3>STEP 3: Share with customers and get an email when it&apos;s viewed!</h3><p></p><h2 style="text-align: center"><em>Enjoy :)</em></h2><p></p>

👉 [START HERE]

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

Andy

John

<h2>Quick Reference</h2><h3>Intelligence 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="" name="Andy" photoUrl="https://storage.distribute.so/media/main/3f399752-5fea-4ed6-8c0f-a1ce1446cf0e/5d7c168d-c923-40d7-af48-26eb3978fa0e.png" 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 avatar--src contact-card__avatar "><img class="avatar__img" src="https://storage.distribute.so/media/main/3f399752-5fea-4ed6-8c0f-a1ce1446cf0e/5d7c168d-c923-40d7-af48-26eb3978fa0e.png" alt="User profile avatar"></span><div class="contact-card__basic-info"><span class="contact-card__name">Andy</span><span class="contact-card__company-info">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="" name="John" photoUrl="https://storage.distribute.so/media/main/3f399752-5fea-4ed6-8c0f-a1ce1446cf0e/5d7c168d-c923-40d7-af48-26eb3978fa0e.png" 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 avatar--src contact-card__avatar "><img class="avatar__img" src="https://storage.distribute.so/media/main/3f399752-5fea-4ed6-8c0f-a1ce1446cf0e/5d7c168d-c923-40d7-af48-26eb3978fa0e.png" alt="User profile avatar"></span><div class="contact-card__basic-info"><span class="contact-card__name">John</span><span class="contact-card__company-info">Distribute</span></div></div><div class="contact-card__contact-list"></div></div></div><h3>Market Position Overview</h3><div class="callout" style="background-color: rgb(220, 250, 230)"><span class="callout__emoji">💡</span><div class="callout__text"><p><strong>Our Market Share:</strong> [X]%</p></div></div><div class="callout" style="background-color: rgb(220, 250, 230)"><span class="callout__emoji">💡</span><div class="callout__text"><p><strong>Key Strengths</strong>: [List top 3]</p></div></div><div class="callout" style="background-color: rgb(220, 250, 230)"><span class="callout__emoji">💡</span><div class="callout__text"><p><strong>Main Differentiators:</strong> [List top 3]</p></div></div><h2>Competitor Profiles</h2><h3>Competitor A</h3><div class="callout" style="background-color: rgb(224, 234, 255)"><span class="callout__emoji">💡</span><div class="callout__text"><p><strong>Company Overview</strong></p><p>Market Share: [X]%</p><p>Target Market: [Description]</p><p>Primary Value Prop: [Description]</p></div></div><h4><strong>Head-to-Head Comparison</strong></h4><div class="custom-table-wrapper"><table class="custom-table"><tbody><tr><th colspan="1" rowspan="1"><p></p></th><th colspan="1" rowspan="1"><p></p></th></tr><tr><td colspan="1" rowspan="1"><p><strong>Feature Comparison</strong></p></td><td colspan="1" rowspan="1"><p>Their Strength: [Feature]</p></td></tr><tr><td colspan="1" rowspan="1"><p></p></td><td colspan="1" rowspan="1"><p>Our Advantage: [Feature]</p></td></tr><tr><td colspan="1" rowspan="1"><p></p></td><td colspan="1" rowspan="1"><p>Talking Points: [Key messages]</p></td></tr><tr><td colspan="1" rowspan="1"><p><strong>Pricing Model</strong></p></td><td colspan="1" rowspan="1"><p>Their Approach: [Description]</p></td></tr><tr><td colspan="1" rowspan="1"><p></p></td><td colspan="1" rowspan="1"><p>Our Advantage: [Description]</p></td></tr><tr><td colspan="1" rowspan="1"><p></p></td><td colspan="1" rowspan="1"><p>Value Justification: [Key points]</p></td></tr><tr><td colspan="1" rowspan="1"><p><strong>Implementation</strong></p></td><td colspan="1" rowspan="1"><p>Their Timeline: [Duration]</p></td></tr><tr><td colspan="1" rowspan="1"><p></p></td><td colspan="1" rowspan="1"><p>Our Timeline: [Duration]</p></td></tr><tr><td colspan="1" rowspan="1"><p></p></td><td colspan="1" rowspan="1"><p>Key Differentiators: [List]</p></td></tr></tbody></table></div><h4><strong>Win/Loss Insights</strong></h4><div class="custom-table-wrapper"><table class="custom-table"><tbody><tr><td colspan="1" rowspan="1"><p>Win Rate:</p></td><td colspan="1" rowspan="1"><p>[X]%</p></td></tr><tr><td colspan="1" rowspan="1"><p>Common Win Reasons:</p></td><td colspan="1" rowspan="1"><p>[List]</p></td></tr><tr><td colspan="1" rowspan="1"><p>Common Loss Reasons:</p></td><td colspan="1" rowspan="1"><p>[List]</p></td></tr></tbody></table></div><p><em>[Repeat structure for Competitors B, C, etc.]</em></p><h2>Objection Handling Matrix</h2><h3>Product Objections</h3><p></p><h4 style="text-align: center"><em>&quot;Your solution lacks [Feature X]&quot;</em></h4><div class="custom-table-wrapper"><table class="custom-table"><tbody><tr><td colspan="1" rowspan="1"><p>Context:</p></td><td colspan="1" rowspan="1"><p>[When this comes up]</p></td></tr><tr><td colspan="1" rowspan="1"><p>Response:</p></td><td colspan="1" rowspan="1"><p>[Script]</p></td></tr><tr><td colspan="1" rowspan="1"><p>Evidence:</p></td><td colspan="1" rowspan="1"><p>[Customer proof points]</p></td></tr><tr><td colspan="1" rowspan="1"><p>Alternative: </p></td><td colspan="1" rowspan="1"><p>[Workaround if needed]</p></td></tr></tbody></table></div><p></p><h4 style="text-align: center"><em>&quot;Competitor Y has better [Capability Z]&quot;</em></h4><div class="custom-table-wrapper"><table class="custom-table"><tbody><tr><td colspan="1" rowspan="1"><p>Context:</p></td><td colspan="1" rowspan="1"><p>[When this comes up]</p></td></tr><tr><td colspan="1" rowspan="1"><p>Response:</p></td><td colspan="1" rowspan="1"><p>[Script]</p></td></tr><tr><td colspan="1" rowspan="1"><p>Evidence:</p></td><td colspan="1" rowspan="1"><p>[Customer proof points]</p></td></tr><tr><td colspan="1" rowspan="1"><p>Alternative: </p></td><td colspan="1" rowspan="1"><p>[Workaround if needed]</p></td></tr></tbody></table></div><p style="text-align: center"></p><h3>Pricing Objections</h3><p>[Similar structure for price-related objections]</p>

Competitive Battle Cards

<h2>Core Value Pillars</h2><h3>1. Innovation Leadership</h3><p><strong>Unique Capabilities </strong></p><div class="callout" style="background-color: rgb(224, 242, 254)"><span class="callout__emoji">💡</span><div class="callout__text"><p><strong>Unique Capabilities</strong></p><p>Feature: [Description]</p><p>Market Impact: [Description]</p><p>Customer Benefit: [Description]</p></div></div><p></p><p><strong>Future Roadmap</strong></p><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>Q1 Updates</h4><p>[List]</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>Q2 Updates</h4><p>[List]</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>Q3 Innovations:</h4><p>[List]</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>Q4 Innovations:</h4><p>[List]</p></div></div></div></div><h3>2. Implementation Excellence</h3><div data-type="toggleList"><div class="toggle-item"><button class="toggle-item__button"><img class="toggle-item__icon" src="https://storage.googleapis.com/distribute-production-storage/general/toggle-icon.svg"></button><div class="toggle-list-item-node-view"><p><strong>Methodology</strong></p><div class="toggle-list-item-content"><p>Approach: [Description]</p><p>Timeline: [Duration]</p><p>Success Rate: [X]%</p></div></div></div></div><p></p><div data-type="toggleList"><div class="toggle-item"><button class="toggle-item__button"><img class="toggle-item__icon" src="https://storage.googleapis.com/distribute-production-storage/general/toggle-icon.svg"></button><div class="toggle-list-item-node-view"><p><strong>Resource Requirements</strong></p><div class="toggle-list-item-content"><p>Internal: [List]</p><p>External: [List]</p><p>Training: [Requirements]</p></div></div></div></div><h3>3. Customer Success</h3><p><strong>Success Metrics</strong></p><div class="custom-table-wrapper"><table class="custom-table"><tbody><tr><td colspan="1" rowspan="1"><p>Average ROI:</p></td><td colspan="1" rowspan="1"><p>[X]%</p></td></tr><tr><td colspan="1" rowspan="1"><p>Time to Value:</p></td><td colspan="1" rowspan="1"><p>[Duration]</p></td></tr><tr><td colspan="1" rowspan="1"><p>Customer Satisfaction:</p></td><td colspan="1" rowspan="1"><p>[X]%</p></td></tr></tbody></table></div><p><strong>Case Studies</strong></p><div class="custom-table-wrapper"><table class="custom-table"><tbody><tr><td colspan="1" rowspan="1"><p>Industry:</p></td><td colspan="1" rowspan="1"><p>[Vertical]</p></td></tr><tr><td colspan="1" rowspan="1"><p>Challenge: </p></td><td colspan="1" rowspan="1"><p>[Description]</p></td></tr><tr><td colspan="1" rowspan="1"><p>Solution:</p></td><td colspan="1" rowspan="1"><p>[Description]</p></td></tr><tr><td colspan="1" rowspan="1"><p>Results: </p></td><td colspan="1" rowspan="1"><p>[Metrics]</p></td></tr></tbody></table></div><h2>Value Visualization Tools</h2><h3>ROI Calculator</h3><ul><li><p>Input Fields: [List]</p></li><li><p>Calculation Logic: [Description]</p></li><li><p>Output Metrics: [List]</p></li></ul><h3>Benchmarking Data</h3><ul><li><p>Industry Standards: [Metrics]</p></li><li><p>Our Performance: [Metrics]</p></li><li><p>Competitive Position: [Analysis]</p></li></ul>

Value Differentiation Framework

Primary Concerns: [List]

Value Props: [List]

Proof Points: [List]

Questions to Ask: [List]

Technical Decision Maker

Business Decision Maker

<h2>Differentiation Messaging</h2><h3>By Industry</h3><p><strong>Financial Services</strong></p><div class="custom-table-wrapper"><table class="custom-table"><tbody><tr><td colspan="1" rowspan="1"><p>Pain Points</p></td><td colspan="1" rowspan="1"><p>[List]</p></td></tr><tr><td colspan="1" rowspan="1"><p>Our Differentiators:</p></td><td colspan="1" rowspan="1"><p>[List]</p></td></tr><tr><td colspan="1" rowspan="1"><p>Success Stories:</p></td><td colspan="1" rowspan="1"><p>[List]</p></td></tr><tr><td colspan="1" rowspan="1"><p>Talk Tracks:</p></td><td colspan="1" rowspan="1"><p>[Scripts]</p></td></tr></tbody></table></div><p><strong>Healthcare</strong></p><div class="custom-table-wrapper"><table class="custom-table"><tbody><tr><td colspan="1" rowspan="1"><p>Pain Points</p></td><td colspan="1" rowspan="1"><p>[List]</p></td></tr><tr><td colspan="1" rowspan="1"><p>Our Differentiators:</p></td><td colspan="1" rowspan="1"><p>[List]</p></td></tr><tr><td colspan="1" rowspan="1"><p>Success Stories:</p></td><td colspan="1" rowspan="1"><p>[List]</p></td></tr><tr><td colspan="1" rowspan="1"><p>Talk Tracks:</p></td><td colspan="1" rowspan="1"><p>[Scripts]</p></td></tr></tbody></table></div><p>[Similar structure for each industry]</p><h3>By Buyer Persona</h3><div company="" description="Primary Concerns: [List]

Value Props: [List]

Proof Points: [List]

Questions to Ask: [List]" isDescriptionBlockVisible isPhotoBlockVisible jobTitle="" name="Technical Decision Maker" photoUrl="" serializedContacts="[]" class="contact-card" data-type="contactCard"><div class="contact-card__description "><p class="contact-card__description-text">Primary Concerns: [List]

Value Props: [List]

Proof Points: [List]

Questions to Ask: [List]</p></div><div class="contact-card__content"><div class="contact-card__personal-info"><span class="avatar  contact-card__avatar "><span class="avatar__initials">TD</span></span><div class="contact-card__basic-info"><span class="contact-card__name">Technical Decision Maker</span><span class="contact-card__company-info contact-card__company-info--hidden"></span></div></div><div class="contact-card__contact-list"></div></div></div><div company="" description="Primary Concerns: [List]

Value Props: [List]

Proof Points: [List]

Questions to Ask: [List]" isDescriptionBlockVisible isPhotoBlockVisible jobTitle="" name="Business Decision Maker" photoUrl="" serializedContacts="[]" class="contact-card" data-type="contactCard"><div class="contact-card__description "><p class="contact-card__description-text">Primary Concerns: [List]

Value Props: [List]

Proof Points: [List]

Questions to Ask: [List]</p></div><div class="contact-card__content"><div class="contact-card__personal-info"><span class="avatar  contact-card__avatar "><span class="avatar__initials">BD</span></span><div class="contact-card__basic-info"><span class="contact-card__name">Business Decision Maker</span><span class="contact-card__company-info contact-card__company-info--hidden"></span></div></div><div class="contact-card__contact-list"></div></div></div><p>[Similar structure for each persona]</p><h2>Sales Tools</h2><h3>Discovery Questions</h3><ul class="todo-list" data-type="todoList"><li data-type="todoListItem" class="todo-item"><label class="todo-icon__label"><div class="todo-item__icon--unchecked todo-item__icon" style=""><img src="https://storage.googleapis.com/distribute-production-storage/general/check.svg"></div></label><div class=""><p>Pain Point Assessment</p></div></li><li data-type="todoListItem" class="todo-item"><label class="todo-icon__label"><div class="todo-item__icon--unchecked todo-item__icon" style=""><img src="https://storage.googleapis.com/distribute-production-storage/general/check.svg"></div></label><div class=""><p>Current State Analysis</p></div></li><li data-type="todoListItem" class="todo-item"><label class="todo-icon__label"><div class="todo-item__icon--unchecked todo-item__icon" style=""><img src="https://storage.googleapis.com/distribute-production-storage/general/check.svg"></div></label><div class=""><p>Future State Vision</p></div></li><li data-type="todoListItem" class="todo-item"><label class="todo-icon__label"><div class="todo-item__icon--unchecked todo-item__icon" style=""><img src="https://storage.googleapis.com/distribute-production-storage/general/check.svg"></div></label><div class=""><p>Decision Criteria</p></div></li></ul><h3>Presentation Templates</h3><p><strong>Executive Overview</strong></p><div class="callout" style="background-color: rgb(245, 245, 245)"><span class="callout__emoji">💡</span><div class="callout__text"><p>Key Slides: [List]</p></div></div><div class="callout" style="background-color: rgb(245, 245, 245)"><span class="callout__emoji">💡</span><div class="callout__text"><p>Talk Track: [Script]</p></div></div><div class="callout" style="background-color: rgb(245, 245, 245)"><span class="callout__emoji">💡</span><div class="callout__text"><p>Supporting Materials: [List]</p></div></div><p></p><p><strong>Technical Deep Dive</strong></p><div class="callout" style="background-color: rgb(254, 240, 199)"><span class="callout__emoji">💡</span><div class="callout__text"><p>Key Slides: [List]</p></div></div><div class="callout" style="background-color: rgb(254, 240, 199)"><span class="callout__emoji">💡</span><div class="callout__text"><p>Demo Flow: [Steps]</p></div></div><div class="callout" style="background-color: rgb(254, 240, 199)"><span class="callout__emoji">💡</span><div class="callout__text"><p>Technical FAQ: [List]</p></div></div><h2>Competitive Response Scenarios</h2><h3>Direct Competition</h3><h4 style="text-align: center">&quot;We&apos;re evaluating [Competitor X]&quot;</h4><div class="custom-table-wrapper"><table class="custom-table"><tbody><tr><td colspan="1" rowspan="1"><p>Initial Response</p></td><td colspan="1" rowspan="1"><p>[Script]</p></td></tr><tr><td colspan="1" rowspan="1"><p>Questions To Ask</p></td><td colspan="1" rowspan="1"><p>[List]</p></td></tr><tr><td colspan="1" rowspan="1"><p>Differentiation Points:</p></td><td colspan="1" rowspan="1"><p>[List]</p></td></tr><tr><td colspan="1" rowspan="1"><p>Evidence to Share:</p></td><td colspan="1" rowspan="1"><p>[List]</p></td></tr></tbody></table></div><p></p><h4 style="text-align: center">&quot;We&apos;re using [Legacy Solution]&quot;</h4><div class="custom-table-wrapper"><table class="custom-table"><tbody><tr><td colspan="1" rowspan="1"><p>Initial Response</p></td><td colspan="1" rowspan="1"><p>[Script]</p></td></tr><tr><td colspan="1" rowspan="1"><p>Migration Benefits:</p></td><td colspan="1" rowspan="1"><p>[List]</p></td></tr><tr><td colspan="1" rowspan="1"><p>Risk Mitigation: </p></td><td colspan="1" rowspan="1"><p>[List]</p></td></tr><tr><td colspan="1" rowspan="1"><p>ROI Analysis:</p></td><td colspan="1" rowspan="1"><p>[Framework]</p></td></tr></tbody></table></div><p></p><h3>RFP Response Templates</h3><ul><li><p>Executive Summary</p></li><li><p>Technical Requirements</p></li><li><p>Implementation Approach</p></li><li><p>Pricing Structure</p></li><li><p>Risk Mitigation</p></li><li><p>Customer References</p></li></ul><p></p><h3>Differentiation Update Schedule</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>Weekly Intel Updates</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>Monthly Battlecard Reviews</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>Quarterly Strategy Alignment</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>Annual Competitive Analysis</h4><p></p></div></div></div></div>

Complete Differentiation Playbook