01Knowledge-Only Value Assistant
Teams with value assets but no consistent workflow.
Inputs
- Value framework
- Persona messaging
- Proof library
- Discovery guide
- Output templates
Outputs
- Discovery prep
- Value hypotheses
- Persona narratives
- Proof recommendations
- Talk tracks
No integrations required. Best when the first job is consistency before automation.
02Calculator-Assisted Value Workflow
Teams with ROI logic, calculators, or value engineering capacity constraints.
Inputs
- Value framework
- ROI assumptions
- Calculator logic
- Scenario controls
- Review rules
Outputs
- ROI summaries
- Value by pillar
- Assumption summaries
- Payback and ROI outputs
- Finance-ready caveats
The spreadsheet or approved model remains the calculation source of truth.
03Deck and Document Generation Workflow
Teams that need to scale executive business-case assets.
Inputs
- Deck templates
- Business-case memo templates
- Proof library
- ROI output
- Persona messaging
Outputs
- Executive business-case decks
- One-page memos
- Follow-up emails
- QBR summaries
- Renewal narratives
Works best when templates are modular and claims are governed.
04Connected Enterprise AI Workflow
Mature teams with approved AI environments and accessible knowledge repositories.
Inputs
- CRM context
- Call notes
- Content repositories
- ROI model
- Proof library
- Approval rules
Outputs
- Deal-specific value workflows
- Account business cases
- Contextual proof recommendations
- Review-ready assets
Integration scope depends on client policies, systems, and approved data access.
05Value Motion Operating Layer
Enterprise value functions that want a durable system across teams.
Inputs
- Value methodology
- ROI logic
- Proof governance
- Content operations
- Enablement
- Adoption measurement
Outputs
- Full value motion system
- User playbooks by role
- Governance model
- Usage review
- Expansion roadmap
Combines advisory, content architecture, AI workflow design, enablement, and governance.