Structure
Template Sections
1
Company Overview
Background on the prospect
2
Current Situation
How they operate today
3
Challenges & Pain Points
Problems they're trying to solve
4
Goals & Success Criteria
What success looks like
5
Budget & Timeline
Financial and timing constraints
6
Next Steps
Follow-up actions and timeline
Company Overview
Company size, industry, role of participants, and relevant background information.
Current Situation
How they currently handle the problem, what tools they use, and their processes.
Challenges & Pain Points
Specific pain points, problems, and frustrations they're experiencing.
Goals & Success Criteria
What they hope to achieve, their desired outcomes, and how they measure success.
Budget & Timeline
Budget range, decision-making process, timeline for purchase, and key stakeholders.
Next Steps
Agreed upon follow-up actions, who's responsible, and target dates.