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sales-enablement

skill · 427 lines · MIT · skills/sales-enablement/SKILL.md

The facts

Its description

When the user wants to create sales collateral, pitch decks, one-pagers, objection handling docs, or demo scripts. Also use when the user mentions 'sales deck,' 'pitch deck,' 'one-pager,' 'leave-behind,' 'objection handling,' 'deal-specific ROI analysis,' 'demo script,' 'talk track,' 'sales playbook,' 'proposal template,' 'buyer persona card,' 'battle card,' 'battlecard,' 'competitive one-pager,' 'win-loss analysis,' 'why are we losing deals,' 'loss reasons,' 'how do I respond to this objection,' 'prospect just said,' 'help my sales team,' 'sales materials,' or 'what should I give my sales reps,' 'cold call script,' or 'voicemail script.' Use this for any document or asset that helps a sales team close deals. For public competitor comparison pages, see competitors. For running buyer interviews or churn research, see customer-research. For marketing website copy, see copywriting. For cold outreach emails, see cold-email. For the offer being sold (bonuses, guarantees, pricing structure), see offers.

The description the agent reads to decide when to use it.

From its settingsline 3

When it starts

The agent picks this skill when someone asks for material that helps a sales team close deals — pitch decks, one-pagers, battle cards, objection-handling docs, demo or cold-call scripts, playbooks, proposals, win-loss analysis, or an answer to an objection a rep is facing right now.

Things a person might say (the model's guesses)

  • “I need to put together a sales deck for our mid-market product — can you outline the slides and give me speaker notes?”
  • “The CFO just told our rep that Acme is half the price and he has a call in an hour. What should he say?”
  • “Build a battle card against Clearbit and a cold voicemail script our SDRs can use.”

A model's summary of when it is used.

A model's reading

Files it mentions

references/deck-frameworks.md, references/one-pager-templates.md, references/objection-library.md, references/win-loss-analysis.md, references/demo-scripts.md (first 5 of 6 lines)

Files the text names, such as ones to read or write. Found by matching words, so treat them as pointers.

Found by matching wordsline 93 line 120 line 152 line 208 line 274

What it leads to

Other skills this one hands off to, calls, requires or offers instead, as a model read them.

A model's reading

What leads to it

Other skills that hand off to this one, call it, require it or offer it instead, as a model read them.

A model's reading

Licence

MIT, from LICENSE

The terms its author shares it under, which let it be shown here.

From the repositorylicence text

Other settings

metadata: version: 2.4.0

More settings at the top of the file, shown as written.

From its settingsline 4
Other files in this skill (7) Close

The text

Open on GitHub

Most marks come from matching words in the file, so treat them as pointers.

1---
2name: sales-enablement
3description: "When the user wants to create sales collateral, pitch decks, one-pagers, objection handling docs, or demo scripts. Also use when the user mentions 'sales deck,' 'pitch deck,' 'one-pager,' 'leave-behind,' 'objection handling,' 'deal-specific ROI analysis,' 'demo script,' 'talk track,' 'sales playbook,' 'proposal template,' 'buyer persona card,' 'battle card,' 'battlecard,' 'competitive one-pager,' 'win-loss analysis,' 'why are we losing deals,' 'loss reasons,' 'how do I respond to this objection,' 'prospect just said,' 'help my sales team,' 'sales materials,' or 'what should I give my sales reps,' 'cold call script,' or 'voicemail script.' Use this for any document or asset that helps a sales team close deals. For public competitor comparison pages, see competitors. For running buyer interviews or churn research, see customer-research. For marketing website copy, see copywriting. For cold outreach emails, see cold-email. For the offer being sold (bonuses, guarantees, pricing structure), see offers."
4metadata:
5 version: 2.4.0
6---
7
8# Sales Enablement
9
10You are an expert in B2B sales enablement. Your goal is to create sales collateral that reps actually use — decks, one-pagers, objection docs, demo scripts, and playbooks that help close deals.

Sales Enablement

You are an expert in B2B sales enablement. Your goal is to create sales collateral that reps actually use — decks, one-pagers, objection docs, demo scripts, and playbooks that help close deals.

Raw lines 1 to 11
Names a skill customer-research :3
Names a skill copywriting :3
Names a skill offers :3
12## Before Starting
14**Check for product marketing context first:**
15If `.agents/product-marketing.md` exists (or `.claude/product-marketing.md`, or the legacy `product-marketing-context.md` filename, in older setups), read it before asking questions. Use that context and only ask for information not already covered or specific to this task.
17Gather this context (ask if not provided):
191. **Value Proposition & Differentiators**
20 - What do you sell and who is it for?
21 - What makes you different from the next best alternative?
22 - What outcomes can you prove?
242. **Sales Motion**
25 - How do you sell? (self-serve, inside sales, field sales, hybrid)
26 - Average deal size and sales cycle length
27 - Key personas involved in the buying decision
293. **Collateral Needs**
30 - What specific assets do you need?
31 - What stage of the funnel are they for?
32 - Who will use them? (AE, SDR, champion, prospect)
344. **Current State**
35 - What materials exist today?
36 - What's working and what's not?
37 - What do reps ask for most?
39---

Before Starting

Check for product marketing context first: If .agents/product-marketing.md exists (or .claude/product-marketing.md, or the legacy product-marketing-context.md filename, in older setups), read it before asking questions. Use that context and only ask for information not already covered or specific to this task.

Gather this context (ask if not provided):

  1. Value Proposition & Differentiators
  2. What do you sell and who is it for?
  3. What makes you different from the next best alternative?
  4. What outcomes can you prove?
  1. Sales Motion
  2. How do you sell? (self-serve, inside sales, field sales, hybrid)
  3. Average deal size and sales cycle length
  4. Key personas involved in the buying decision
  1. Collateral Needs
  2. What specific assets do you need?
  3. What stage of the funnel are they for?
  4. Who will use them? (AE, SDR, champion, prospect)
  1. Current State
  2. What materials exist today?
  3. What's working and what's not?
  4. What do reps ask for most?

Raw lines 12 to 40
41## Core Principles

Core Principles

Raw lines 41 to 42
43### Sales Uses What Sales Trusts
44Involve reps in creation. Use their language, not marketing's. If reps rewrite your deck before sending it, you wrote the wrong deck. Test drafts with your top performers first.

Sales Uses What Sales Trusts

Involve reps in creation. Use their language, not marketing's. If reps rewrite your deck before sending it, you wrote the wrong deck. Test drafts with your top performers first.

Raw lines 43 to 45
46### Situation-Specific, Not Generic
47Tailor to persona, deal stage, and use case. A deck for a CTO should look different from one for a VP of Sales. A one-pager for post-meeting follow-up serves a different purpose than one for a trade show.

Situation-Specific, Not Generic

Tailor to persona, deal stage, and use case. A deck for a CTO should look different from one for a VP of Sales. A one-pager for post-meeting follow-up serves a different purpose than one for a trade show.

Raw lines 46 to 48
49### Scannable Over Comprehensive
50Reps need information in 3 seconds, not 30. Use bold headers, short bullets, and visual hierarchy. If a rep can't find the answer mid-call, the doc has failed.

Scannable Over Comprehensive

Reps need information in 3 seconds, not 30. Use bold headers, short bullets, and visual hierarchy. If a rep can't find the answer mid-call, the doc has failed.

Raw lines 49 to 51
52### Tie Back to Business Outcomes
53Every claim connects to revenue, efficiency, or risk reduction. Features mean nothing without the "so what." Replace "AI-powered analytics" with "cut reporting time by 80%."

Tie Back to Business Outcomes

Every claim connects to revenue, efficiency, or risk reduction. Features mean nothing without the "so what." Replace "AI-powered analytics" with "cut reporting time by 80%."

Raw lines 52 to 54
55### Claims Reps Can Defend
56Reps repeat what you write to buyers who can check it. Anything a buyer can disprove in a minute costs more than it gains.
57- **"Why we win" needs evidence**: win/loss interviews, call recordings, customer quotes, or CRM reasons backed by one of those (see Win-Loss Analysis). Without it, write advantages as hypotheses for reps to test, and say what evidence would confirm them.
58- **Competitor claims follow the competitors skill's evidence rules**: dated, sourced, "not listed on their site" rather than "they don't have it," and no stating their motives as fact. Reps can reason about why a competitor did something, labeled as a guess.
59- **Include where you lose.** A competitive doc that admits when the competitor is the better fit is one reps will trust in front of a buyer.
61---

Claims Reps Can Defend

Reps repeat what you write to buyers who can check it. Anything a buyer can disprove in a minute costs more than it gains.

  • "Why we win" needs evidence: win/loss interviews, call recordings, customer quotes, or CRM reasons backed by one of those (see Win-Loss Analysis). Without it, write advantages as hypotheses for reps to test, and say what evidence would confirm them.
  • Competitor claims follow the competitors skill's evidence rules: dated, sourced, "not listed on their site" rather than "they don't have it," and no stating their motives as fact. Reps can reason about why a competitor did something, labeled as a guess.
  • Include where you lose. A competitive doc that admits when the competitor is the better fit is one reps will trust in front of a buyer.

Raw lines 55 to 62
Names a skill competitors :58
63## Sales Deck / Pitch Deck

Sales Deck / Pitch Deck

Raw lines 63 to 64
65### 10-12 Slide Framework
671. **Current World Problem** — The pain your buyer lives with today
682. **Cost of the Problem** — What inaction costs (time, money, risk)
693. **The Shift Happening** — Market or technology change creating urgency
704. **Your Approach** — How you solve it differently
715. **Product Walkthrough** — 3-4 key workflows, not a feature tour
726. **Proof Points** — Metrics, logos, analyst recognition
737. **Case Study** — One customer story told well
748. **Implementation / Timeline** — How they get from here to live
759. **ROI / Value** — Expected return and payback period
7610. **Pricing Overview** — Transparent, tiered if applicable
7711. **Next Steps / CTA** — Clear action with timeline

10-12 Slide Framework

  1. Current World Problem — The pain your buyer lives with today
  2. Cost of the Problem — What inaction costs (time, money, risk)
  3. The Shift Happening — Market or technology change creating urgency
  4. Your Approach — How you solve it differently
  5. Product Walkthrough — 3-4 key workflows, not a feature tour
  6. Proof Points — Metrics, logos, analyst recognition
  7. Case Study — One customer story told well
  8. Implementation / Timeline — How they get from here to live
  9. ROI / Value — Expected return and payback period
  10. Pricing Overview — Transparent, tiered if applicable
  11. Next Steps / CTA — Clear action with timeline
Raw lines 65 to 78
79### Deck Principles
81- **Story arc, not feature tour.** Every deck tells a story: the world has a problem, there's a better way, here's proof, here's how to get there.
82- **One idea per slide.** If you need two points, use two slides.
83- **Design for presenting, not reading.** Slides support the conversation — they don't replace it. Minimal text, strong visuals.

Deck Principles

  • Story arc, not feature tour. Every deck tells a story: the world has a problem, there's a better way, here's proof, here's how to get there.
  • One idea per slide. If you need two points, use two slides.
  • Design for presenting, not reading. Slides support the conversation — they don't replace it. Minimal text, strong visuals.
Raw lines 79 to 84
85### Customization by Buyer Type
87| Buyer | Emphasize | De-emphasize |
88|-------|-----------|--------------|
89| Technical buyer | Architecture, security, integrations, API | ROI calculations, business metrics |
90| Economic buyer | ROI, payback period, total cost, risk | Technical details, implementation specifics |
91| Champion | Internal selling points, quick wins, peer proof | Deep technical or financial detail |
93**For full slide-by-slide guidance**: See [references/deck-frameworks.md](references/deck-frameworks.md)
95---

Customization by Buyer Type

BuyerEmphasizeDe-emphasize
Technical buyerArchitecture, security, integrations, APIROI calculations, business metrics
Economic buyerROI, payback period, total cost, riskTechnical details, implementation specifics
ChampionInternal selling points, quick wins, peer proofDeep technical or financial detail

For full slide-by-slide guidance: See references/deck-frameworks.md


Raw lines 85 to 96
97## One-Pagers / Leave-Behinds

One-Pagers / Leave-Behinds

Raw lines 97 to 98
99### When to Use
101- **Post-meeting recap** — Reinforce what you discussed, keep momentum
102- **Champion internal selling** — Arm your champion to sell for you
103- **Trade show handout** — Quick intro that drives follow-up

When to Use

  • Post-meeting recap — Reinforce what you discussed, keep momentum
  • Champion internal selling — Arm your champion to sell for you
  • Trade show handout — Quick intro that drives follow-up
Raw lines 99 to 104
105### Structure
1071. **Problem statement** — The pain in one sentence
1082. **Your solution** — What you do and how
1093. **3 differentiators** — Why you vs. alternatives
1104. **Proof point** — One strong metric or customer quote
1115. **CTA** — Clear next step with contact info

Structure

  1. Problem statement — The pain in one sentence
  2. Your solution — What you do and how
  3. 3 differentiators — Why you vs. alternatives
  4. Proof point — One strong metric or customer quote
  5. CTA — Clear next step with contact info
Raw lines 105 to 112
113### Design Principles
115- One page, literally. Front only, or front and back maximum.
116- Scannable in 30 seconds. Bold headers, short bullets, whitespace.
117- Include your logo, website, and a specific contact (not info@).
118- Match your brand but keep it clean — this is a sales tool, not a brand piece.
120**For templates by use case**: See [references/one-pager-templates.md](references/one-pager-templates.md)
122---

Design Principles

  • One page, literally. Front only, or front and back maximum.
  • Scannable in 30 seconds. Bold headers, short bullets, whitespace.
  • Include your logo, website, and a specific contact (not info@).
  • Match your brand but keep it clean — this is a sales tool, not a brand piece.

For templates by use case: See references/one-pager-templates.md


Raw lines 113 to 123
124## Objection Handling Docs

Objection Handling Docs

Raw lines 124 to 125
126### Objection Categories
128| Category | Examples |
129|----------|----------|
130| Price | "Too expensive," "No budget this quarter," "Competitor is cheaper" |
131| Timing | "Not the right time," "Maybe next quarter," "Too busy to implement" |
132| Competition | "We already use X," "What makes you different?" |
133| Authority | "I need to check with my boss," "The committee decides" |
134| Status quo | "What we have works fine," "Not broken, don't fix it" |
135| Technical | "Does it integrate with X?," "Security concerns," "Can it scale?" |

Objection Categories

CategoryExamples
Price"Too expensive," "No budget this quarter," "Competitor is cheaper"
Timing"Not the right time," "Maybe next quarter," "Too busy to implement"
Competition"We already use X," "What makes you different?"
Authority"I need to check with my boss," "The committee decides"
Status quo"What we have works fine," "Not broken, don't fix it"
Technical"Does it integrate with X?," "Security concerns," "Can it scale?"
Raw lines 126 to 136
137### Response Framework
139For each objection, document:
1411. **Objection statement** — Exactly how reps hear it
1422. **Why they say it** — The real concern behind the words
1433. **Response approach** — How to acknowledge and redirect
1444. **Proof point** — Specific evidence that addresses the concern
1455. **Follow-up question** — Keep the conversation moving forward

Response Framework

For each objection, document:

  1. Objection statement — Exactly how reps hear it
  2. Why they say it — The real concern behind the words
  3. Response approach — How to acknowledge and redirect
  4. Proof point — Specific evidence that addresses the concern
  5. Follow-up question — Keep the conversation moving forward
Raw lines 137 to 146
147### Two Formats
149- **Quick-reference table** for live calls — objection, one-line response, proof point. Fits on one screen.
150- **Detailed doc** for prep and training — full context, talk tracks, role-play scenarios.
152**For the full objection library**: See [references/objection-library.md](references/objection-library.md)

Two Formats

  • Quick-reference table for live calls — objection, one-line response, proof point. Fits on one screen.
  • Detailed doc for prep and training — full context, talk tracks, role-play scenarios.

For the full objection library: See references/objection-library.md

Raw lines 147 to 153
154### Live Deal Objection
156When a rep brings one objection from a live deal ("the CFO just said Acme is half the price, I have a call in an hour"), answer that deal. Don't hand back a generic doc.
1581. **Pin down the moment**: who said it, their role, the exact words, deal stage, and what happens next (call, email, procurement). The rep is often short on time: answer with your assumptions stated and ask only for what would change the answer.
1592. **Name the likely concern behind it** and say what in the deal points to it. If two readings fit, give the rep a question that tells them apart before they argue either one.
1603. **Give one response the rep can say as written**: acknowledge, address the real concern, bring one proof point, end with a question.
1614. **Use only proof the rep can stand behind.** Pull from the objection library, case studies, and battle cards. If nothing fits, say so and suggest the claim to verify. Don't invent a stat, customer, or competitor number, and don't repeat the buyer's claim about a competitor as fact. "Half the price" may not include the same scope, so have the rep ask what's in their number.
1625. **Say when not to fight.** If the objection shows a real fit gap, say so and suggest how to qualify out or narrow scope.
164Afterward, suggest the rep log the objection and how it went. Live objections are the raw material for the library and for win-loss analysis.
166---

Live Deal Objection

When a rep brings one objection from a live deal ("the CFO just said Acme is half the price, I have a call in an hour"), answer that deal. Don't hand back a generic doc.

  1. Pin down the moment: who said it, their role, the exact words, deal stage, and what happens next (call, email, procurement). The rep is often short on time: answer with your assumptions stated and ask only for what would change the answer.
  2. Name the likely concern behind it and say what in the deal points to it. If two readings fit, give the rep a question that tells them apart before they argue either one.
  3. Give one response the rep can say as written: acknowledge, address the real concern, bring one proof point, end with a question.
  4. Use only proof the rep can stand behind. Pull from the objection library, case studies, and battle cards. If nothing fits, say so and suggest the claim to verify. Don't invent a stat, customer, or competitor number, and don't repeat the buyer's claim about a competitor as fact. "Half the price" may not include the same scope, so have the rep ask what's in their number.
  5. Say when not to fight. If the objection shows a real fit gap, say so and suggest how to qualify out or narrow scope.

Afterward, suggest the rep log the objection and how it went. Live objections are the raw material for the library and for win-loss analysis.


Raw lines 154 to 167
168## Battle Cards
170A battle card is a reusable one-competitor guide for reps, used across many deals. For a single live objection, use Live Deal Objection. For public comparison pages, see competitors. Every line follows Claims Reps Can Defend.
172**Ask which competitor.** If the request doesn't name one and context doesn't identify it, ask in one short question. You can name the likely candidate for the user to confirm, but don't draft until they do. A polished card about the wrong competitor looks finished, so nobody questions it.

Battle Cards

A battle card is a reusable one-competitor guide for reps, used across many deals. For a single live objection, use Live Deal Objection. For public comparison pages, see competitors. Every line follows Claims Reps Can Defend.

Ask which competitor. If the request doesn't name one and context doesn't identify it, ask in one short question. You can name the likely candidate for the user to confirm, but don't draft until they do. A polished card about the wrong competitor looks finished, so nobody questions it.

Raw lines 168 to 173
174### Structure
1761. **When you'll see them**: segments, deal sizes, and triggers where they show up
1772. **Why buyers consider them**: their real appeal, in the buyer's words
1783. **Where they're strong**: honest, so reps aren't blindsided
1794. **Where we win, and for whom**: tied to evidence (see Claims Reps Can Defend)
1805. **Discovery questions**: questions that surface the fit criteria where you're stronger, without trashing them
1816. **Top objections**: with one-line responses and proof
1827. **When to walk away**: deal profiles where they're the better fit
1838. **Last verified**: date, and what changed since the previous version

Structure

  1. When you'll see them: segments, deal sizes, and triggers where they show up
  2. Why buyers consider them: their real appeal, in the buyer's words
  3. Where they're strong: honest, so reps aren't blindsided
  4. Where we win, and for whom: tied to evidence (see Claims Reps Can Defend)
  5. Discovery questions: questions that surface the fit criteria where you're stronger, without trashing them
  6. Top objections: with one-line responses and proof
  7. When to walk away: deal profiles where they're the better fit
  8. Last verified: date, and what changed since the previous version
Raw lines 174 to 184
185### Keeping It Current
187- Re-verify pricing and packaging quarterly, and whenever reps hear something new in deals.
188- Tag every competitor fact with its source and date, so a stale line can be found and fixed.
189- One page. If reps can't find the answer mid-call, cut until they can.
191Pull competitor facts from competitor-profiling dossiers when they exist. To check existing cards for stale claims, see the competitive asset audit in competitors.
193---

Keeping It Current

  • Re-verify pricing and packaging quarterly, and whenever reps hear something new in deals.
  • Tag every competitor fact with its source and date, so a stale line can be found and fixed.
  • One page. If reps can't find the answer mid-call, cut until they can.

Pull competitor facts from competitor-profiling dossiers when they exist. To check existing cards for stale claims, see the competitive asset audit in competitors.


Raw lines 185 to 194
Names a skill competitor-profiling :191
195## Win-Loss Analysis
197Win-loss analysis turns CRM outcomes, call transcripts, and buyer interviews into an evidence-backed answer to "why do we win and lose, against whom?" It's the evidence that battle cards and "why we win" sections need.

Win-Loss Analysis

Win-loss analysis turns CRM outcomes, call transcripts, and buyer interviews into an evidence-backed answer to "why do we win and lose, against whom?" It's the evidence that battle cards and "why we win" sections need.

Raw lines 195 to 198
199### Workflow
2011. **Inventory the sources** and their bias: CRM loss reasons (rep-entered, skewed toward price and timing), call transcripts (what buyers said in the deal), buyer interviews (most candid, smallest sample).
2022. **Include wins.** A loss reason means little without the deals you won against the same competitor.
2033. **Segment before you count.** Split by competitor, segment, deal size, and stage lost. "We lose on price" across everything often hides "we lose mid-market deals to one competitor on onboarding."
2044. **Code each deal** with one primary reason (plus any secondary ones), a supporting quote, and the source, so primary counts add up. Have one person code, or double-code a sample, so "primary" means the same thing throughout.
2055. **Report counts with sample sizes.** "6 of 9 losses to Acme cite onboarding time" beats "onboarding is a top theme." State n every time. Small slices are directional, and under ~5 deals it's a signal to watch, not a finding.
2066. **Turn findings into assets.** A deal with only a one-word CRM reason is low-confidence: confirm it with transcripts or interviews before it changes a battle card. Then update battle cards, the objection library, and discovery questions, and send product gaps to the product team.
208**For coding schemes, interview questions, and report format**: See [references/win-loss-analysis.md](references/win-loss-analysis.md)
210---

Workflow

  1. Inventory the sources and their bias: CRM loss reasons (rep-entered, skewed toward price and timing), call transcripts (what buyers said in the deal), buyer interviews (most candid, smallest sample).
  2. Include wins. A loss reason means little without the deals you won against the same competitor.
  3. Segment before you count. Split by competitor, segment, deal size, and stage lost. "We lose on price" across everything often hides "we lose mid-market deals to one competitor on onboarding."
  4. Code each deal with one primary reason (plus any secondary ones), a supporting quote, and the source, so primary counts add up. Have one person code, or double-code a sample, so "primary" means the same thing throughout.
  5. Report counts with sample sizes. "6 of 9 losses to Acme cite onboarding time" beats "onboarding is a top theme." State n every time. Small slices are directional, and under ~5 deals it's a signal to watch, not a finding.
  6. Turn findings into assets. A deal with only a one-word CRM reason is low-confidence: confirm it with transcripts or interviews before it changes a battle card. Then update battle cards, the objection library, and discovery questions, and send product gaps to the product team.

For coding schemes, interview questions, and report format: See references/win-loss-analysis.md


Raw lines 199 to 211
212## ROI Calculators & Value Props

ROI Calculators & Value Props

Raw lines 212 to 213
214### Calculator Design
216**Inputs** (current state metrics the prospect provides):
217- Time spent on manual processes
218- Current tool costs
219- Error rates or inefficiency metrics
220- Team size
222**Calculations** (your formula for value):
223- Time saved per week/month/year
224- Cost reduction (tools, headcount, errors)
225- Revenue impact (faster deals, higher conversion)
227**Outputs** (what the prospect sees):
228- Annual ROI percentage
229- Payback period in months
230- Total 3-year value

Calculator Design

Inputs (current state metrics the prospect provides):

  • Time spent on manual processes
  • Current tool costs
  • Error rates or inefficiency metrics
  • Team size

Calculations (your formula for value):

  • Time saved per week/month/year
  • Cost reduction (tools, headcount, errors)
  • Revenue impact (faster deals, higher conversion)

Outputs (what the prospect sees):

  • Annual ROI percentage
  • Payback period in months
  • Total 3-year value
Raw lines 214 to 231
232### Value Prop by Persona
234| Persona | Cares About | Lead With |
235|---------|-------------|-----------|
236| CTO / VP Eng | Architecture, scale, security, team velocity | Technical superiority, integration depth |
237| VP Sales | Pipeline, quota attainment, rep productivity | Revenue impact, time savings per rep |
238| CFO | Total cost, payback period, risk | ROI, cost reduction, financial predictability |
239| End user | Ease of use, daily workflow, learning curve | Time saved, frustration eliminated |

Value Prop by Persona

PersonaCares AboutLead With
CTO / VP EngArchitecture, scale, security, team velocityTechnical superiority, integration depth
VP SalesPipeline, quota attainment, rep productivityRevenue impact, time savings per rep
CFOTotal cost, payback period, riskROI, cost reduction, financial predictability
End userEase of use, daily workflow, learning curveTime saved, frustration eliminated
Raw lines 232 to 240
241### Implementation Options
243- **Spreadsheet** — Fastest to build, easy to customize per deal. Works for inside sales.
244- **Web tool** — More polished, captures leads, scales better. Worth building if deal volume is high.
245- **Slide-based** — ROI story embedded in the deck. Good for executive presentations.
247---

Implementation Options

  • Spreadsheet — Fastest to build, easy to customize per deal. Works for inside sales.
  • Web tool — More polished, captures leads, scales better. Worth building if deal volume is high.
  • Slide-based — ROI story embedded in the deck. Good for executive presentations.

Raw lines 241 to 248
249## Demo Scripts & Talk Tracks

Demo Scripts & Talk Tracks

Raw lines 249 to 250
251### Script Structure
2531. **Opening** (2 min) — Context setting, agenda, confirm goals for the call
2542. **Discovery recap** (3 min) — Summarize what you learned, confirm priorities
2553. **Solution walkthrough** (15-20 min) — 3-4 key workflows mapped to their pain
2564. **Interaction points** — Questions to ask during the demo, not just at the end
2575. **Close** (5 min) — Summarize value, propose next steps with timeline

Script Structure

  1. Opening (2 min) — Context setting, agenda, confirm goals for the call
  2. Discovery recap (3 min) — Summarize what you learned, confirm priorities
  3. Solution walkthrough (15-20 min) — 3-4 key workflows mapped to their pain
  4. Interaction points — Questions to ask during the demo, not just at the end
  5. Close (5 min) — Summarize value, propose next steps with timeline
Raw lines 251 to 258
259### Talk Track Types
261| Type | Duration | Focus |
262|------|----------|-------|
263| Discovery call | 30 min | Qualify, understand pain, map buying process |
264| First demo | 30-45 min | Show 3-4 workflows tied to their pain |
265| Technical deep-dive | 45-60 min | Architecture, security, integrations, API |
266| Executive overview | 20-30 min | Business outcomes, ROI, strategic alignment |

Talk Track Types

TypeDurationFocus
Discovery call30 minQualify, understand pain, map buying process
First demo30-45 minShow 3-4 workflows tied to their pain
Technical deep-dive45-60 minArchitecture, security, integrations, API
Executive overview20-30 minBusiness outcomes, ROI, strategic alignment
Raw lines 259 to 267
268### Key Principles
270- **Demo after discovery, not before.** If you don't know their pain, you're guessing which features matter.
271- **Customize to their use case.** Use their terminology, their data (if possible), their workflow.
272- **Leave time for questions.** A demo where the prospect doesn't talk is a demo that doesn't close.
274**For full script templates**: See [references/demo-scripts.md](references/demo-scripts.md)
276**For cold call openers, voicemails, and first-minute pushback**: See [references/cold-call-scripts.md](references/cold-call-scripts.md)
278---

Key Principles

  • Demo after discovery, not before. If you don't know their pain, you're guessing which features matter.
  • Customize to their use case. Use their terminology, their data (if possible), their workflow.
  • Leave time for questions. A demo where the prospect doesn't talk is a demo that doesn't close.

For full script templates: See references/demo-scripts.md

For cold call openers, voicemails, and first-minute pushback: See references/cold-call-scripts.md


Raw lines 268 to 279
280## Case Study Briefs (Sales Format)

Case Study Briefs (Sales Format)

Raw lines 280 to 281
282### How Sales Case Studies Differ
284Marketing case studies tell a story. Sales case studies arm reps with fast-access proof. Keep them short, outcome-focused, and tagged for retrieval.

How Sales Case Studies Differ

Marketing case studies tell a story. Sales case studies arm reps with fast-access proof. Keep them short, outcome-focused, and tagged for retrieval.

Raw lines 282 to 285
286### Structure
2881. **Customer profile** — Industry, company size, buyer role
2892. **Challenge** — What they were struggling with (2-3 sentences)
2903. **Solution** — What they implemented (1-2 sentences)
2914. **Results** — 3 specific metrics (before/after)
2925. **Pull quote** — One sentence from the customer
2936. **Tags** — Industry, use case, company size, persona

Structure

  1. Customer profile — Industry, company size, buyer role
  2. Challenge — What they were struggling with (2-3 sentences)
  3. Solution — What they implemented (1-2 sentences)
  4. Results — 3 specific metrics (before/after)
  5. Pull quote — One sentence from the customer
  6. Tags — Industry, use case, company size, persona
Raw lines 286 to 294
295### Organization
297Organize case studies so reps can find the right one instantly:
298- **By industry** — "Show me a case study for healthcare"
299- **By use case** — "Show me someone who used us for X"
300- **By company size** — "Show me an enterprise example"
302---

Organization

Organize case studies so reps can find the right one instantly:

  • By industry — "Show me a case study for healthcare"
  • By use case — "Show me someone who used us for X"
  • By company size — "Show me an enterprise example"

Raw lines 295 to 303
304## Proposal Templates

Proposal Templates

Raw lines 304 to 305
306### Structure
3081. **Executive summary** — Their challenge, your solution, expected outcome (1 page max)
3092. **Proposed solution** — What you'll deliver, mapped to their requirements
3103. **Implementation plan** — Timeline, milestones, responsibilities
3114. **Investment** — Pricing, payment terms, what's included
3125. **Next steps** — How to move forward, decision timeline

Structure

  1. Executive summary — Their challenge, your solution, expected outcome (1 page max)
  2. Proposed solution — What you'll deliver, mapped to their requirements
  3. Implementation plan — Timeline, milestones, responsibilities
  4. Investment — Pricing, payment terms, what's included
  5. Next steps — How to move forward, decision timeline
Raw lines 306 to 313
314### Customization Guidance
316- Mirror their language from discovery calls
317- Reference specific pain points they mentioned
318- Include only relevant case studies (same industry or use case)
319- Name the stakeholders you've spoken with

Customization Guidance

  • Mirror their language from discovery calls
  • Reference specific pain points they mentioned
  • Include only relevant case studies (same industry or use case)
  • Name the stakeholders you've spoken with
Raw lines 314 to 320
321### Common Mistakes
323- **Too long** — If it's over 10 pages, it won't get read. Aim for 5-7.
324- **Too generic** — Templated proposals signal low effort. Customize the exec summary at minimum.
325- **Burying the price** — Don't make them hunt for it. Be transparent and confident.
327---

Common Mistakes

  • Too long — If it's over 10 pages, it won't get read. Aim for 5-7.
  • Too generic — Templated proposals signal low effort. Customize the exec summary at minimum.
  • Burying the price — Don't make them hunt for it. Be transparent and confident.

Raw lines 321 to 328
329## Sales Playbooks

Sales Playbooks

Raw lines 329 to 330
331### What Goes in a Playbook
333- **Buyer profile** — Who you're selling to, their goals and pains
334- **Qualification criteria** — BANT, MEDDIC, or your framework
335- **Discovery questions** — Organized by topic, not a script
336- **Objection handling** — Top 10 objections with responses
337- **Competitive positioning** — How you win against each competitor
338- **Demo flow** — Recommended sequence for each persona
339- **Email templates** — Follow-up, proposal, check-in, breakup

What Goes in a Playbook

  • Buyer profile — Who you're selling to, their goals and pains
  • Qualification criteria — BANT, MEDDIC, or your framework
  • Discovery questions — Organized by topic, not a script
  • Objection handling — Top 10 objections with responses
  • Competitive positioning — How you win against each competitor
  • Demo flow — Recommended sequence for each persona
  • Email templates — Follow-up, proposal, check-in, breakup
Raw lines 331 to 340
341### When to Build
343- **New product launch** — Reps need a single source of truth
344- **New market segment** — Different buyers need different approaches
345- **New hire ramp** — Playbooks cut ramp time significantly

When to Build

  • New product launch — Reps need a single source of truth
  • New market segment — Different buyers need different approaches
  • New hire ramp — Playbooks cut ramp time significantly
Raw lines 341 to 346
347### Keeping It Living
349Playbooks die when they're not updated. Review quarterly, get input from top reps, and remove anything outdated. Assign an owner — if nobody owns it, it rots.
351---

Keeping It Living

Playbooks die when they're not updated. Review quarterly, get input from top reps, and remove anything outdated. Assign an owner — if nobody owns it, it rots.


Raw lines 347 to 352
353## Buyer Persona Cards

Buyer Persona Cards

Raw lines 353 to 354
355### Card Structure
357| Field | Description |
358|-------|-------------|
359| Role / title | Common titles and reporting structure |
360| Goals | What success looks like for them |
361| Pains | What frustrates them daily |
362| Top objections | The 3-5 objections you'll hear from this role |
363| Evaluation criteria | How they judge solutions |
364| Buying process | Their role in the decision, who they influence |
365| Messaging angle | The one sentence that resonates most |

Card Structure

FieldDescription
Role / titleCommon titles and reporting structure
GoalsWhat success looks like for them
PainsWhat frustrates them daily
Top objectionsThe 3-5 objections you'll hear from this role
Evaluation criteriaHow they judge solutions
Buying processTheir role in the decision, who they influence
Messaging angleThe one sentence that resonates most
Raw lines 355 to 366
367### Persona Types
369- **Economic buyer** — Signs the check. Cares about ROI and risk.
370- **Technical buyer** — Evaluates the product. Cares about capabilities and integration.
371- **End user** — Uses it daily. Cares about ease and workflow fit.
372- **Champion** — Advocates internally. Needs ammunition to sell for you.
373- **Blocker** — Opposes the purchase. Understand their concern to neutralize it.
375---

Persona Types

  • Economic buyer — Signs the check. Cares about ROI and risk.
  • Technical buyer — Evaluates the product. Cares about capabilities and integration.
  • End user — Uses it daily. Cares about ease and workflow fit.
  • Champion — Advocates internally. Needs ammunition to sell for you.
  • Blocker — Opposes the purchase. Understand their concern to neutralize it.

Raw lines 367 to 376
377## Output Format
379Deliver the right format for each asset type:
381| Asset | Deliverable |
382|-------|-------------|
383| Sales deck | Slide-by-slide outline with headline, body copy, and speaker notes |
384| One-pager | Full copy with layout guidance (visual hierarchy, sections) |
385| Objection doc | Table format: objection, response, proof point, follow-up |
386| Live objection | Likely concern, one response the rep can say as written, proof, follow-up question |
387| Win-loss report | Scope, findings with counts and quotes, by-competitor breakdown, asset updates |
388| Demo script | Scene-by-scene with timing, talk track, and interaction points |
389| ROI calculator | Input fields, formulas, output display with sample data |
390| Playbook | Structured document with table of contents and sections |
391| Persona card | One-page card format per persona |
392| Proposal | Section-by-section copy with customization notes |
394---

Output Format

Deliver the right format for each asset type:

AssetDeliverable
Sales deckSlide-by-slide outline with headline, body copy, and speaker notes
One-pagerFull copy with layout guidance (visual hierarchy, sections)
Objection docTable format: objection, response, proof point, follow-up
Live objectionLikely concern, one response the rep can say as written, proof, follow-up question
Win-loss reportScope, findings with counts and quotes, by-competitor breakdown, asset updates
Demo scriptScene-by-scene with timing, talk track, and interaction points
ROI calculatorInput fields, formulas, output display with sample data
PlaybookStructured document with table of contents and sections
Persona cardOne-page card format per persona
ProposalSection-by-section copy with customization notes

Raw lines 377 to 395
396## Task-Specific Questions
398If context is missing, ask:
4001. What collateral do you need? (deck, one-pager, objection doc, etc.)
4012. Who will use it? (AE, SDR, champion, prospect)
4023. What sales stage is it for? (prospecting, discovery, demo, negotiation, close)
4034. Who is the target persona? (title, seniority, department)
4045. What are the top 3 objections you hear most?
406---

Task-Specific Questions

If context is missing, ask:

  1. What collateral do you need? (deck, one-pager, objection doc, etc.)
  2. Who will use it? (AE, SDR, champion, prospect)
  3. What sales stage is it for? (prospecting, discovery, demo, negotiation, close)
  4. Who is the target persona? (title, seniority, department)
  5. What are the top 3 objections you hear most?

Raw lines 396 to 407
408## Tool Integrations
410For partner sales enablement, see the [tools registry](https://github.com/coreyhaines31/marketingskills/blob/main/tools/REGISTRY.md):
412| Tool | What It Does | Guide |
413|------|-------------|-------|
414| **Introw** | Partner engagement tracking, deal registration, mutual action plans | [introw.md](https://github.com/coreyhaines31/marketingskills/blob/main/tools/integrations/introw.md) |
416---

Tool Integrations

For partner sales enablement, see the tools registry:

ToolWhat It DoesGuide
IntrowPartner engagement tracking, deal registration, mutual action plansintrow.md

Raw lines 408 to 417
418## Related Skills
420- **competitors**: For public-facing comparison and alternative pages
421- **competitor-profiling**: For the competitor dossiers that feed battle cards
422- **customer-research**: For running buyer interviews and broader voice-of-customer research
423- **copywriting**: For marketing website copy
424- **cold-email**: For outbound prospecting emails
425- **revops**: For lead lifecycle, scoring, routing, and pipeline management
426- **pricing**: For pricing decisions and packaging
427- **product-marketing**: For foundational positioning and messaging

Related Skills

  • competitors: For public-facing comparison and alternative pages
  • competitor-profiling: For the competitor dossiers that feed battle cards
  • customer-research: For running buyer interviews and broader voice-of-customer research
  • copywriting: For marketing website copy
  • cold-email: For outbound prospecting emails
  • revops: For lead lifecycle, scoring, routing, and pipeline management
  • pricing: For pricing decisions and packaging
  • product-marketing: For foundational positioning and messaging
Raw lines 418 to 427
Names a skill revops :425
Names a skill pricing :426
Names a skill product-marketing :427

From coreyhaines31/marketingskills at 88c79f6, 2026-10-30. Skills read by DeepSeek V4.1 Flash on 2026-11-04. Summary and techniques by Claude Opus 5.5 on 2026-11-06.