Sales Win Case Study Builder

Help us capture the insights behind your recent win to build an actionable 1-page training case study for the sales team.

Submitted by

Your Name

Your Email

Deal / Customer Name (internal reference only)

1. The Deal Story (Who, Why, Where, When, What & How)

2. Total Deal Size (€)

3. Sales Cycle Duration (months)

4. Partner Maturity Level

5. Identified Business Context

What was driving this initiative from a market / business perspective?

6. Quantified Business Pain

What does the pain cost in total value, expressed in their KPI’s?

7. Quantified Solution Value

What does the customer get in total value, expressed in their KPI’s?

8. Calculated Return on Investment (ROI) / Business Case

What were the exact numbers (net return / cost * 100)? Share what the customer said yes to.

9. Solution Delivered

In simple terms, what did the customer actually pay for?

10. P4M Core Values in Action

Grow Extra Mile & Smile Fun & Energy

Customer Minded Learn Planet

Your thoughts:

11. Business Champion

Explain the personal value for this individual to drive the deal forward.

12. Technical Champion

Explain the personal value for this individual to drive the deal forward.

13. Initial Economic Buyer Involvement

What percentage of the sales cycle length was the Economic Buyer involved from the start?

100%

14. Key Stakeholders Involved

List key roles (e.g. CEO, CTO, Service Delivery Manager, Pre-Sales, Marketing Manager) and assign a DISC color to each (Red, Yellow, Green, Blue).

15. Total People Involved

16. Dealmakers & Breakers

17. Future Business Outlook

18. Fun Fact