intermediate / 35 minutes

AI Value Proposition Workflow

Draft sales messaging that distinguishes a verified customer outcome from a possible benefit for a new account.

Result: A message matrix with buyer problems, supported claims, proof sources and limits on where each message applies.

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5 steps to a reviewable draft

  1. 01

    Define the buyer context

    State the buyer job, current condition and decision being considered without filling gaps from the seller's assumptions.

    Result: A bounded messaging context.

  2. 02

    Assemble approved proof

    List product facts, customer evidence and the conditions under which each result occurred.

    Result: A proof pack with source owners.

  3. 03

    Build the message matrix

    Ask for a message only when the provided material supports it, with an explicit limit where it does not.

    Result: A message matrix tied to evidence rather than generic claims.

    Your prompt

    Build a sales message matrix. Buyer context: {{buyer_context}}. Approved product facts: {{product_facts}}. Customer evidence and conditions: {{evidence}}. For each row provide buyer problem, supported benefit, proof source, qualifying condition and a discovery question. Mark claims with insufficient proof [UNSUPPORTED]. Do not promise outcomes, savings, adoption or implementation time.
    Example input

    A case study shows reporting time fell after a six-week rollout with a dedicated analyst.

    Example output

    Benefit: faster reporting may be worth exploring. Condition: result depended on a dedicated analyst. Discovery question: what reporting capacity exists today?

  4. 04

    Challenge each claim

    Ask a product or customer-evidence owner to approve the source, condition and permitted wording for high-stakes claims.

    Result: A usable set of claims and a clear list of claims to remove.

  5. 05

    Apply one message

    Choose the row that fits the current buyer conversation, then use it in the proposal or presentation with its stated limits.

    Result: A buyer-specific message that has a traceable proof source.

What a finished draft should contain

A matrix that connects an observed customer outcome to conditions and a question instead of a guaranteed benefit.

What this process cannot decide

  • Customer evidence may not transfer to a new account
  • AI cannot approve commercial or legal wording.

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