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── THE DEEP DIVE · VALUE BUSINESS CASE

VALUE Business Case

Turn discovery into a business case that survives finance and procurement.

WHEN IT RUNS · ONCE CLEAN HAS LANDED. CLEAN'S OUTCOMES FEED VALUE'S PICTURE OF WHAT GOOD LOOKS LIKE.

── THE STORY BEHIND IT

Every deal eventually meets someone whose job is to say no. Finance has seen a thousand seller-built spreadsheets of optimistic math and believes none of them. VALUE exists to build the case that survives that meeting: a validated baseline, a measurable picture of good, conservative outcomes tied to their priorities, and a timeline a skeptic finds believable.

The rule that makes it work: build it with the prospect, not for them. A business case the champion co-authored is a business case the champion defends, in the rooms you will never enter.

And it is not only a new-business tool. Run as a renewal review, VALUE is how a save defends the number instead of discounting it: real product usage linked to the outcome the customer actually bought, months before the renewal date. It is also how a price increase holds. When we repriced around value, reps led with what the tier unlocks, so the price landed as a consequence of value, not a number in a vacuum.

Keep Building,
Heath
── 01 / THE LETTERS

Every letter is a question about the buyer.

V
Validate today

The current problems, why they persist, and their quantified impact. The baseline the whole case is measured against.

A
Articulate what good looks like

The ideal future state, in measurable terms. If good cannot be measured, the case cannot be defended.

L
Link to outcomes

Specific, measurable business outcomes tied to their priorities. Conservative numbers survive scrutiny; optimistic ones invite it.

U
Unique differentiation

Why you, against the alternatives and against doing nothing, in their context. Generic differentiation is no differentiation.

E
Execution timeline

A credible implementation plan with milestones and time-to-value. The case closes when the path is believable.

── 02 / RUNNING IT

How it runs well, and how it dies.

RUN IT WELL

Build it with the prospect, not for them. A business case the champion co-authored is a business case the champion defends.

WHAT BREAKS IT

The seller's spreadsheet of optimistic math. Finance has seen a thousand of them, and believes none.

THE ONE QUESTION
Can my champion sell this when I am not in the room?
Run it: the playbook + skill
── 03 / WHAT GOOD LOOKS LIKE

Not a definition. A standard.

The standard: when your champion presents the case internally, they can defend every number in the room without calling you. A business case is not a sales document; it is a decision document, and the best ones feel like the buyer wrote them.

THE BASELINE
WEAK

Industry studies show teams lose 30 percent of selling time.

STRONG

Fourteen AEs, 35 percent of their time on admin, at their loaded cost. Their numbers, attributed to the conversation they came from, confirmed with the champion before they went in the deck.

THE MATH
WEAK

Optimistic assumptions stacked into a hockey stick.

STRONG

Conservative, expected, and optimistic scenarios with every step of the math visible. When in doubt, round down. Even cut in half, the case should still clear the bar.

THE DIFFERENTIATION
WEAK

A feature checklist against the competitor.

STRONG

Method against their stated constraints: implementation in weeks not quarters, adoption evidence across real customers, and honesty about the tradeoffs.

THE DEADLINE
WEAK

Hoping procurement moves fast.

STRONG

To hit October 1 with results before the board meeting, contract by July 31, decision by July 14. Their deadline, built backward from their date. What could get in the way?

HOW TO INSPECT IT

The failure modes to check before it ships: the inflated ROI that collapses under finance scrutiny and makes your champion look foolish, the sales document dressed as a decision document, the missing alternative, the vague timeline, and any number the buyer did not source. Your job is not to sell. Your job is to make buying easy.

THE REST OF THE CYCLE
── GET THE TOOLKIT

The framework is yours. The scorecard and the AI skill that runs it come with the subscribe.

One story a week on putting AI to work in sales, the right way. Plus the runnable playbook and skill behind VALUE Business Case.