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Messaging frameworks B2B sales champions love

Craft a message your prospects are proud to champion with you using these ready-to-build frameworks

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Account name

Headlines

Buying behavior

Deal evidence

Resources

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Internal prep

60-Second Deal Review

Cut slipped and stalled deals from your forecast.

Account name

Point of view

Compelling event

Threats & alternatives

Key contacts

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Internal prep

Account Plan

Craft a concise, 2-page strategy to drive up account value.

Results summary

Recommendation

Business context

Proof of concept

Conclusion

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Business case

Proof of Concept Readout

A land-and-expand approach: align the buying team on proof needed for a larger deal.

Meeting Brief

Key account notes

Why change?

Why now?

"Why choose us?"

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Internal prep

Key Account Meeting Brief

Brief your own leadership and internal team on deal progress and threats.

Desired outcomes

Partnership goals

Owners & action items

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MAP

Mutual Action Plan

Create a simple sequence of action items to keep up deal momentum.

Bold, compelling title

Where we are today

The path forward

Timeline & next steps

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Business case

Value Story

Appeal to more vision-oriented executives with a story of what's possible together.

Describe the Business Priority

Situation:

Complication:

Recommendation:

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Business case

Consulting Style Exec Summary

A good fit for early-stage deals without metrics in place: focus on the situation, and why change.

Bold, compelling title

Problem statement

Recommendation

Future payoff

Required investment

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Business case

1-Page Business Case

Our most popular framework: an executive summary that contrasts the problem and the payoff.

Hey [buying team]
Current state
Product feedback
Future state

Post-Demo Email

Create a short, bullet-point focused recap with key points uncovered in your demo
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Metrics
Economic buyer
Decision criteria
Decision process
Identify pain

MEDDICC Notes

A classic notes structure for complex deals, including decision process, competition, and more
Tag 1

New frameworks added weekly

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