Ten working templates, referenced throughout the manual. Copy the structure straight into a doc or CRM field for a live deal — these are built to be used, not admired.
01Discovery Question Bank
02MEDDPICC Scorecard
03Solution One‑Pager
04Demo Script Skeleton
05POC / POV Success Criteria
06Bid/No‑Bid + RFP Matrix
07Competitive Battlecard
08ROI / TCO One‑Pager
09Stakeholder Power–Interest Map
10Scope of Work Skeleton
TMPL 01
Discovery Question Bank
Used in Module 08. Don't ask all of these in one call — pick the 6–8 most relevant to the stakeholder in front of you.
Discovery Question Bank27 questions, 6 categories
Current state
How does this get done today? · Who's involved in that process, start to finish? · What tools/systems are in play right now? · How long has it worked this way? · What's already been tried to fix it?
Pain & impact
What breaks, specifically, when this goes wrong? · How often does that happen? · What does it cost — time, money, risk, morale? · Who else feels this pain besides you? · What's the knock‑on effect three steps downstream?
Urgency & priority
Why is this a priority now, versus six months ago or six months from now? · What happens if nothing changes this year? · Is there a specific date or event driving the timeline? · What's competing with this for budget and attention?
Decision process & criteria
Who else needs to be convinced before this moves forward? · How has a decision like this been made here before? · What would make this an easy yes versus a hard no? · Who signs off on budget of this size? · What's the procurement/security review process look like?
Technical / architecture
What must this integrate with, and who owns those systems? · What constraints — security, compliance, data residency — are non‑negotiable? · What's the scale this needs to handle, realistically, in 2 years? · What's failed technically in past attempts, and why?
Success criteria
What does "this worked" look like in six months, in your own numbers? · Who else needs to agree it worked? · What would make this a clear failure? · How will this be reported upward?