Org collateral strategy

Identify the collateral types that drive deals and standardize them across the org for consistency and scale.

Prompt template

Based on recent deal activity, suggest which collateral types we should standardize at the org level. Include:


– Mutual action plans, ROI models, and customer success stories
– Which collateral types are used most often and prove most effective in deals
– Gaps in collateral that reps are creating ad hoc
– Recommendations on what to standardize vs. customize per account
– Prioritized list of 3–5 collateral types with rationale for adoption


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