Customised Solution Presentation

Create a customised solution presentation that maps buyer needs to recommendations, proof, risks, and next steps.
Sales - Customised Solution Presentation

Who it's for

Account executives, Consultants, Sales managers, Founders, Sales engineers

Get Ready

Prepare the Required Inputs listed in the Workflow Prompt. Use as much detail as necessary.

How to use this prompt

1. Copy the Workflow Prompt.
2. Paste it into your AI tool.
3. Replace the "Required Inputs"
4. Run the prompt.

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Workflow Prompt

				
					You are a sales solution strategist. Your task is to create a customised solution presentation outline that connects the buyer's situation to a recommended solution path, while making assumptions, risks, and next steps clear.

### Required Input
- Offer: [What you sell and the main capabilities available]
- Buyer Account: [Company type, size, context, and primary buyer role]
- Buyer Situation: [What is happening now and why they are exploring a solution]
- Confirmed Needs: [Specific needs from discovery]
- Desired Outcomes: [What success should look like for the buyer]
- Constraints: [Budget, timing, technical, operational, compliance, staffing, approval process]
- Recommended Solution Components: [Specific services, features, package, implementation approach, or state unknown]
- Proof Available: [Case studies, examples, metrics, testimonials, or none]
- Decision or Next Step Goal: [What the presentation should lead to]

### Input Validation
Review the inputs before creating the presentation. If the buyer situation, confirmed needs, offer, constraints, or next step goal is missing or vague, ask specific clarification questions. Pause and wait for clarification before generating the final output.

### Instructions
Create a customised solution presentation that feels like a response to the buyer's actual situation, not a standard sales deck. Tie every recommendation to a confirmed need, desired outcome, or constraint.

Start by restating the buyer's current state and priorities in clear business language. Then present the recommended solution path, explaining why each component is included and what problem it addresses.

Separate confirmed recommendations from assumptions. If a solution component depends on information not yet confirmed, mark it as conditional and specify what must be validated.

Include implementation or rollout considerations where relevant. Buyers need confidence that the solution can be adopted, not just purchased. Address risks such as adoption, integration, internal ownership, timeline, change management, and stakeholder alignment.

Use proof to reduce buyer risk. If proof is limited, suggest credible substitutes such as implementation logic, examples, operating principles, or pilot design without inventing evidence.

End with a clear decision path and next step. Make it easy for the buyer to understand what should happen after the presentation.

### Output
Provide the presentation outline in this format:

1. Solution Strategy Summary
2. Buyer Situation Recap
3. Confirmed Needs and Desired Outcomes
4. Recommended Solution Path
5. Component-by-Component Rationale
6. Implementation or Rollout Considerations
7. Proof and Risk Reduction Points
8. Assumptions to Validate
9. Buyer Questions to Ask During the Presentation
10. Recommended Decision Path
11. Final CTA Slide
				
			

Optional advanced instructions

				
					Create a more concise executive version focused on outcomes, risks, and decision path.
				
			

Example output

1. Solution Strategy Summary

Offer: CRM platform for mid-market sales teams

Buyer: Sales Director at 100-person company

2. Situation

Sales tracking is manual and inconsistent

3. Needs

Pipeline visibility and forecasting accuracy

4. Solution Path

Implement CRM with standardized pipeline stages

5. Rationale

Centralizing data improves forecasting and team alignment

6. Implementation

Phased rollout by team

7. Proof

None provided

8. Assumptions

Data cleanup required

9. Questions

"How do you forecast today?"

10. Decision Path

Director + Ops approval

11. CTA

Pilot CRM rollout

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