Offer / Solution Summary

Welcome to the Offer / Solution Summary Assessment.

If you have invested resources and capital into creating new cloud solutions and offerings it is critical that you effectively articulate and communicate the offer to your salespeople, resellers, and partners.

This tool is designed to ensure you have a compelling at-a-glance overview of your offer with the most critical information others need to help you generate leads. Please take 20-30 minutes, answer the following questions and we will send you a draft summary document that you can edit and use immediately. The report is automatically generated from your inputs, as seen in the output document template below:

Click NEXT below to begin.

Offer / Solution Overview
Short offer summary include: Who it’s for, why companies need it, how it works and what value companies receive. 2-3 sentences.
Who is your offer / solution catered to?*
Why do companies need it? What value do companies receive?*

Ideal Target Company Type
Indicate which type of company or market segment can benefit most from this offering (i.e. SMB, midmarket, enterprise)*
Key Buyer Personas to Target
Key personas involved in the purchase decision.
WHY Buyer Persona (Leadership): Signs the cheque, has competing priorities for this capital*
If other, please specify.
HOW Buyer Persona (Primary Business Persona): Line of business manager who owns the problem and will benefit from the solution.*
If other, please specify.
Key WHAT Buyer Persona (Technical Buyer): IT manager, owns the technical project, could also be power users.*
If other, please specify.

Regions Available
List of regions available. [Hold CTRL or CMD (for Mac) to multi-select]*
Core Industries
Identify three industries which stand to benefit the MOST from your offer. Include micro verticals if applicable. [Hold CTRL or CMD (for Mac) to multi-select]*

Why Companies Need It: What Challenges You Help Customers Overcome.
Identify three key problems you help customers alleviate.
Key emotional pains are related to fear, risk, lack of control, and loss (limitations).
Pain-Based Reason 1*
Pain-Based Reason 2*
Pain-Based Reason 3*
How your offer helps customers gain advantage
Identify the three key advantages you help customers achieve. Compelling emotional value proposition and benefits.
These usually relate to growth (i.e. MORE customers, revenue, margin, productivity, time, market share, safety, compliance, etc.)
Positive Value Proposition 1*
Positive Value Proposition 2*
Positive Value Proposition 3*
Three Core Emotional Buying Triggers
What triggers most prospects to go looking for a new solution – examples include – i.e. end of life of a current solution or contract, need to equip mobile users, COVID-19, change in leadership, losing to competitor, security breach, ransomware attack, need to be compliant, privacy violation, losing an important customer etc.
Emotional Trigger 1*
Emotional Trigger 2*
Emotional Trigger 3*

What It Is and What They Get
Describe the product and services provided. List features and functionality.*
Qualifying Questions
Identify 3 qualifying questions to assess an ideal customer.
Qualifying Question 1*
Qualifying Question 2*
Qualifying Question 3*
Proof: Screenshot
Choose one compelling image which tells the story of your offer. Visually demonstrate the outcome communicate the value in 10 seconds. This could be a screen shot, dashboard, report output.
Upload screenshot.*
Only .jpg and .png files.
Accepted file types: jpg, png, Max. file size: 50 MB.

Your Top 3 Competitors
Identify three of your core competitors and name them below.
Competitor Company Name 1*
Competitor Company Name 2*
Competitor Company Name 3*
Competitive Strengths & Differentiation
Identify three of your core competitive differentiators / strengths.
In addition, rate this strength against your competitors on a scale of 1 (not competitive) - 5 (highly competitive) on your specific differentiator / strength,
Your competitive strength 1*
Rate this strength against Competitor Company Name 1 (from above)*
Rate this strength against Competitor Company Name 2 (from above)*
Rate this strength against Competitor Company Name 3 (from above)*
Your competitive strength 2*
Rate this strength against Competitor Company Name 1 (from above)*
Rate this strength against Competitor Company Name 2 (from above)*
Rate this strength against Competitor Company Name 3 (from above)*
Your competitive strength 3*
Rate this strength against Competitor Company Name 1 (from above)*
Rate this strength against Competitor Company Name 2 (from above)*
Rate this strength against Competitor Company Name 3 (from above)*

Cost to Customer
Provide three different prices or price ranges for your offer.
Provide indication of typical price ranges for:
1. (a) quick implementation/pilot/basic,
2. (b) typical/ideal/recommended (high margin offer you want 80% of customers to buy)
3. (c) full featured/custom/complex offering
Quick implementation / pilot / basic (Cost & currency)*
What does the customer get?*
Typical / ideal / recommended (Cost & currency)*
What does the customer get?*
Full featured / custom / complex offering (Cost & currency)*
What does the customer get?*

Proof Points
Provide specific quantifiable data and statistics to support claims made; these are usually related to important KPIs. These could be analyst support, industry data points, ROI calculators with actual customer data. Provide a minimum of 3.
Statistic 1*
Statistic 2*
Statistic 3*
Customers Benefiting Today
Identify Top 3 Customers
Customer Company Name 1*
Customer Industry 1*
Customer Company Name 2*
Customer Industry 2*
Customer Company Name 3*
Customer Industry 3*
References / Case Studies
Insert links to three video testimonials and written case studies.
One sentence summary of case study / video 1*
URL to case study / video 1*
One sentence summary of case study / video 2*
URL to case study / video 2*
One sentence summary of case study / video 3*
URL to case study / video 3*

Credibility Factors
Years in business, number of customers (companies), special capabilities, awards.
Years in business*
Number of customers*
Special capabilities*
Awards*

Who should we send your completed report to?
First Name*
Last Name*
Your Email*
Phone*
Website*
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Step 1 of 12

Offer / Solution Overview

Ideal Target Company Type

Key Buyer Personas to Target

Regions Available

Core Industries

Why Companies Need It: What Challenges You Help Customers Overcome.

How your offer helps customers gain advantage

Three Core Emotional Buying Triggers

What It Is and What They Get

Qualifying Questions

Proof: Screenshot

Your Top 3 Competitors

Competitive Strengths & Differentiation

Cost to Customer

Proof Points

Customers Benefiting Today

References / Case Studies

Credibility Factors

Technical Capabilities

Microsoft Cloud

Type of Offer

Average Customer Revenue (ACR)

Company Overview

Who should we send your completed report to?

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