[CUSTOMER COMPANY LOGO] x [YOUR COMPANY LOGO]

[CUSTOMER COMPANY] Business Case & Overview

[YOUR NAME], [JOB TITLE]

SECTION 1 | Title

Title | Elevating Partnerships with [CUSTOMER COMPANY]

🖋️

Set the tone for the presentation. Introduce your company and establish the context for the partnership with the customer. Ensure this section makes a strong first impression.

SECTION 2 | Unique Value Proposition

The way we do [X] has changed. Think about [example] – the way we do it has moved from [evidence of undeniable change in the world].

Key Differentiator	Value Proposition
[DIFFERENTIATOR] 📌	[DIFFERENTIATOR VALUE PROP] 📃

Highlight what sets your company apart.

🖌️

Use this section to persuade the customer by focusing on how your differentiators align with their needs and provide unique value. It should be something that takes the buyer out of comparing you and your competitor side-by-side.

SECTION 3 | Partnership Overview

Title: Collaborative Growth

Description: [YOUR COMPANY] collaborating with [CUSTOMER COMPANY ]

💡

Outline the strategic goals and benefits of the partnership. Paint a picture of mutual growth and collaboration, emphasizing long-term advantages for both parties.

SECTION 4 | A Problem Section

Introductory Question

"What are the critical challenges hindering your progress and how might we envision overcoming them together?"

Challenges	Impacts	Our Solutions
[Insert Problem 1 📒]	[Detail Impact of Problem 1 🗂️]	[Detail Your Solution 1 ✓]
[Insert Problem 2 📒]	[Detail Impact of Problem 2 🗂️]	[Detail Your Solution 2 ✓]
[Insert Problem 3 📒]	[Detail Impact of Problem 3 🗂️]	[Detail Your Solution 3 ✓]

📈

Showcase the positive impact of your products or services. Use data and feedback to demonstrate how your solutions meet the customer's specific needs.

SECTION 5 | Return on Investment | ROI

Title: ROI Analysis

Description: ROI metrics: [STAT] across [TRACKED METRICS]

💡

Quantify the value you bring. This section is essential for decision-makers. Detail how your solution provides a tangible return on investment

SECTION 6 | Real ROI Achievements

[Customer] was doing [X]. But, by changing and doing [solution], [Customer] was able to [Intermediary goal] which led to [desired outcome].

Outcome 🫱🏻‍🫲🏽	Sector 🏢	Improvement 📈
Increased Close Rates	Healthcare Software	+30% ↗️
Larger Deal Size	Referral Automation Software	+33% ↗️
Expanded Deal Size	Marketing Automation	+28% ↗️
Shorter Sales Cycle	Channel Partner Software	-50% ↘️
Faster Ramp Time	Quality Management Software	-33% ↘️

💡

Provide real-world success examples. Present cases where your solution has made a significant impact, Make your story about the customer.

SECTION 7 | Onboarding and Engagement Timeline

Stage 📍	Activity 📃	Duration ⏰	Results 📗
Review	[What is happening]	Day 1	[Expected Outcomes]
Systematize	[Processes Implemented]	2-3 Months	[Projected Benefits]
Analyze	[Evaluation Procedures]	4-6 Months	[Anticipated Results]
Strategize	[Strategic Actions]	6-9 Months	[Expected Improvements]
Accelerate	[Enhancement Steps]	Ongoing	Continuous Optimization

💡

Explain the implementation process. Reassure the customer about the smooth integration and onboarding process, outlining key stages and expected outcomes.

SECTION 8 | [COMPANY NAME] Proposal

Detail 📂	Information 📋
Offer Validity	Until: MM/DD/YYYY
Contract Terms	Annual Payments, Due Net 30 Days Upon Receipt

💡

Present the formal proposal. Detail the terms and validity to provide clarity and encourage prompt decision-making. Formalize the offer in this section.

SECTION 9 | Product and Pricing Structure

Product 🗳️	List Price 💲	Discounted Price 🧾	Discount 📗	Quantity 📚	Annual Cost 🗓️
License type 1	$XX,XXX	$XX,XXX	XX%	N	$XX,XXX
License type 2	$XX,XXX	$XX,XXX	XX%	N	$XX,XXX
Platform fee	$X,XXX	$X,XXX	XX%	1	$X,XXX

💡

Justify the investment with detailed pricing. Show pricing, discounts, and the overall value proposition of your products.

SECTION 10 | Total Pricing Overview

Detail 📄	Information 📑
Approved pricing	$XX,XXX
[COMPANY NAME] offer	$XXX,XXX
Overall discount	XX%

💡

Provide a clear and transparent overview of total pricing. Emphasize any discounts or special offers, summarizing the financial aspects.

SECTION 11 | What's Included

Feature	Details
Unlimited [FEATURE 1]	---
Unlimited [FEATURE 2]	---
Dedicated Customer Success Manager	---
Manager and User Training and Onboarding	---
Technical Support	8am - 5pm PST, business days

💡

Highlight the full range of benefits and support. Detail the features and support included in the offer, adding value to your proposal.

FINAL SECTION

💡

Conclude with a strong statement. Summarize key points, reiterate value, and provide clear next steps. Leave a lasting, positive impression.

GLOBAL TEMPLATE: Partnership Overview Page