Various documents were designed, each with specific practices, according to the stage of the sells cycle the customer is in.
Conversation starting point. An introductory card intended to rouse the client’s interest in the solution’s methods. This first stage does not include the participation of the client, the document is crafted with public information articulated in a description of the potential creation of the specific KPI’s value.
This is an instance of cooperative work alongside the client. Through a compared evaluation exercise, based on the client’s real data, a vision closer to reality—regarding how the KPI improvement becomes economical value—is provided. Getting this first financial analysis’ values accepted means overcoming the most important sept in the negotiation.
Upon having explicit interest from the client, this document explains the real project. It is a concrete proposition with specified costs and implementation times, with the definition of the impact that the business’ benefits will have, both in quantity and quality, and the time laps required to achieve them.