Introduction
Product Description
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Stakeholders
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Team Member Names
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Related Documents
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Author(s)
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Sign-Off List
Training
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Channels
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International
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Public
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Sales
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Marketing Communications
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Product Management
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Executive Summary
Customer and Market Analysis
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Service Offer Definition
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Revenue Forecast and Financial Analysis
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Sales Execution Plan
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Go-To-Market Strategy
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Plan
Market Analysis
Situational Analysis / Drivers
What is driving us to do this?
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SWOT Analysis
Strengths
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Weaknesses
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Opportunities
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Threats
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Customer Findings - What have we learned from customers?
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Competitive Analysis
Do we have competitors and threats in these target markets with the proposed offerings?
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What are our competitors doing and how are they positioning?
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How do we position against each competitor?
hello
Target Customer(s)
Buyer Profile
Title
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Industry
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Geography
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Business Size
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User Profile
Title
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Industry
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Geography
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Business Size
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What do customers want and need?
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What business problems do each of these customers have?
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Customer Segmentation
Which customers or sets of customers do we sell to?
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What are the target market segments that we want to go after?
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What are the distinct problems for each segment of the market?
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Total Available Market
New Prospects
How much of each target segment have we penetrated?
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How much opportunity is available in each target segment?
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Existing Customers
Can we up-sell existing customers?
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Offer Definition
Offering
What are we selling?
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Product/Service Definition
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Pricing
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Packaging
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Positioning
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Value Proposition
What is the Value Proposition to the customer?
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What problem/pain are we solving?
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Financial Analysis
Revenue Forecasts
Revenue and P&L Forecast (5 Years)
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Revenue should be split out quarterly
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Cost Analysis
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Profitability Analysis
P&L for the offer to include gross margin, net income and break even analysis.
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Sales Execution Plan
Sales Strategy
Direct Sales Strategy
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Inside Sales Strategy
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Channel Sales Strategy
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Go-To-Market Strategy
Messaging
What is the key messaging for the service offer? (Pain, alternatives, solution)
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How do we communicate internally?
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How do we communicate externally?
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Promotion Strategy
Marketing Programs (Installed base versus new prospects)
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Advertising (Publications, etc.)
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Analyst Relations (Target Analysts)
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Public Relations
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Events (Trade shows, SEO/SEA, Seminars)
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Webinars
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Demand Generation & Lead Qualification
How do we generate and qualify new leads for the target offer?
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Prospect Lists
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Key Questions to Ask
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Sales Collateral
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Website
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Presentations
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Data Sheet(s)
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White Papers
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