Prospect Template

Prospect Template

Our goal in this mutual execution plan is to uncover the most important paths to new value for your company. The purpose of this plan is to outline the fastest path to recognizing new revenue, efficiency and cost savings in your organization. Blah Blah blah…

About Coastal HVAC

  • $80MM in annual sales
  • 175 employees
  • 12 locations in Florida and Georgia
  • Commercial HVAC and Refrigeration Specialists. RTU’s, Split Systems, Chillers, Cooling Towers, Boilers, Controls, and Refrigeration
  • ERP: Epicor Eclipse
  • Primary value drivers: new revenue, expanding sales force, opening two new branches

Key Stakeholders

  • Mary Smith, CEO Coastal HVAC
  • John Williams, CFO Coastal HVAC
  • Todd Martins, VP Sales Coastal HVAC
  • Deb Stringer, VP Information Technology Coastal HVAC
  • Joe Raventos, President SMP
  • Chris Tucker, VP Sales SMP
  • Mary Ann Carroll, VP Support and Services SMP

Value Discovery Insights

  • New Revenue: First Supply is wanting to increase revenue by 15% in the next 12 months. This is an aggressive goal that requires…
  • Expanding Sales Force: Blah blah blah…
  • Opening Two New Branches: Blah blah blah…

Goals

Summary: Goals for the initiative and priority and time frame after go live 3 months, 6, 12, yr 1, yr 2 Summary: desired go live date

Return on Investment

This is an introduction to the return on investment section…
Only 30% of companies use analytics to measure and predict sales performance.
  • Increase in customer reach: 22%
  • Increase in close rates on open bids: 25%
  • Increase in ….: 12%
  • Increase in customer reach: 22%
  • Increase in close rates on open bids: 25%
  • Increase in ….: 12%
Only 30% of companies use analytics to measure and predict sales performance.
  • Increase in customer reach: 22%
  • Increase in close rates on open bids: 25%
  • Increase in ….: 12%
  • Increase in customer reach: 22%
  • Increase in close rates on open bids: 25%
  • Increase in ….: 12%
Test out some other stuff that should be single column here. Test out some other stuff that should be single column here. Test out some other stuff that should be single column here. Test out some other stuff that should be single column here. Test out some other stuff that should be single column here

Value Proposition Content

Expand All
Step Content
0% Complete 0/1 Steps
Do NOT follow this link or you will be banned from the site!