Library/Solution Framing, Demo & Proposal/Business Case & ROI Development/Business Case Deal Conversations Strategic Priorities Initiatives Obstacles Solution
TestedSolution Framing, Demo & ProposalQuick Win (under 10 min)

Business Case Deal Conversations Strategic Priorities Initiatives Obstacles Solution

Draft a structured business case that connects your solution to the prospect's stated strategic priorities, initiatives, and obstacles.

About this prompt

This prompt generates a business case framed around the prospect's own language — their strategic initiatives, obstacles, and priorities — rather than generic ROI claims. It's designed for AEs preparing for economic buyer conversations or internal sign-off meetings. Use it when your champion needs to sell upward and needs a document that speaks the buyer's language.

The prompt

Using all conversations related to the deal so far, generate a structured business case that includes: • The prospect's strategic priorities • Relevant initiatives or projects • Key obstacles and how
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Variables to replace

PASTE DEAL NOTES AND TRANSCRIPTS

How to run it

  1. Copy the prompt and paste it into Claude, ChatGPT, Gemini, or Copilot — it's tuned to run in any of them.
  2. Replace the variables — swap each bracketed token for your deal's specifics. The variables list above explains every field.
  3. Make it yours — run it, keep what's strong, and tighten your inputs on the next pass. The prompt improves with your context.

What good output looks like

Make it yours

StageProposal
SeatAE, AM
DifficultyIntermediate
Time to valueQuick Win (under 10 min)
Works withAI-Agnostic
CategorySolution Framing, Demo & Proposal
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