Give your reps a repeatable business case template with ROI inputs, customer goals, and decision drivers they can tailor for every deal.
Draft a universal business case template my reps can use for customer-facing deals. Include:
– Executive summary section with customer goals and success criteria placeholders
– ROI inputs: baseline metrics, projected impact, cost savings, revenue lift
– Key decision drivers: risk reduction, efficiency gains, compliance, growth potential
– Comparison section: current state vs. future state with our solution
– Objection handling: space to address common concerns
– Next steps: evaluation plan, timeline, decision criteria
Make the template structured, easy to customize, and formatted for customer-facing use.
Learn how to use pre-meeting briefs in Sybill
Write your email like a top Account Executive.
Spend less time on admin, more time closing deals
INTELLIGENCE
collaborate
© Copyright 2025, All Rights Reserved