This framework outlines converting a warm, validated lead list into highly qualified sales opportunities using a structured value-centric sales approach. The goal is to increase conversion rates by 400% while saving up to 100x the time versus a manual process.
This workflow can be performed manually with tools like ChatGPT or Perplexity, or automatically through the ValueViewpoint.ai (VVP) platform.
Phase 1: Build Value Story for Target Segment
Describe the Technology Vendor: Outline the company’s solution, platform capabilities, and unique value proposition.
Define the Customer Prospect: Identify a warm lead, segment, or persona to personalize outreach (e.g., mid-sized retail brand, SaaS startup, etc.).
Map Business Processes & Pain Points: Define which processes the vendor impacts and the common pain points faced by the target customer.
Link Capabilities to Pain Points: Align the vendor’s solution capabilities to the customer's specific pain points.
Quantify the Business Benefits: Build a benefit table with:
Business Benefit
Pain Point Addressed
Technology Capability
Calculation Logic
Required Customer Data
Phase 2: Customize to Customer Prospect
Tailor the business value story to the specific company, market segment, product category, and size.
Ensure relevance to their operations, growth challenges, and market conditions.
Phase 3: Generate ROI Model and Forecasts
Translate quantified benefits into a detailed financial model:
Incremental revenue impact
Cost savings over time
Discounted cash flows (DCF) and payback periods
Generate 1-year, 3-year, or 5-year forecasts in any currency.
Phase 4: Create Sales Assets
Executive One-Pager: High-level value story in McKinsey-style, built for decision-makers.
Value-Based Sales Presentation: Slide deck presenting the quantified business case and key benefits tailored to the specific lead.
Phase 5: Write Value-Centric Outreach Email
Craft an outreach email with a click-worthy subject line and witty, punchy copy.
Highlight 2–3 quantified business benefits from the benefit table.
Include a soft call-to-action to engage in conversation.
Phase 6: Engage the Customer Champion
When a prospect replies, identify them as a potential internal champion.
Book a pitch call and deliver the value story via presentation and demo.
Position the vendor solution as the best business investment decision.
Phase 7: Validate Business Case with Stakeholders
Share a live business case through VVP for stakeholder review.
Update input data in real time based on customer feedback (from legal, procurement, finance, etc.).
Auto-update:
ROI Model
Presentation
One-Pager
Phase 8: Collaborate & Close
Use VVP as a collaborative workspace with the customer prospect to finalize:
Business justification
Internal approvals
Send a proposal. Close the deal.
You Can Do This Manually… Or 100x Faster with VVP
Yes, you can run this entire workflow using ChatGPT, spreadsheets, design tools, and 6 hours per lead.
Or… you can use ValueViewpoint.ai to:
Automate every phase
Generate benefits tables and ROI models in seconds
Customize outreach and collateral
Collaborate with prospects in one place
VVP turns value engineering into a scalable GTM engine for any tech startup or sales team.
Try It on Your Next 10 Warm Leads
You’ve already done the hard part — getting warm leads.
Now it’s time to turn them into a pipeline using a value story that resonates. If you use HubSpot, you can manually copy and paste the email with an embedded business case link directly from VVP and send it to your prospect. In a matter of weeks, we will fully integrate VVP with CRM systems like Salesforce or HubSpot, where every lead will have an auto-generated link to a 1-pager executive report with completed research and value estimates, already embedded into your outreach Email, ready to be sent to your warm lead.
Want to try it on your top 10 accounts?
DM me at val@valueviewpoint.ai or check out ValueViewpoint.ai and start building your first business case and outreach— free.
Here is some bonus to ease your brain work:
🧠 Prompts for Phase 1: Building the Value Table
Prompt 1: General
List the key business benefits delivered by [Technology Vendor] clearly linking each benefit to either: - Increased revenue (e.g., via improved conversion, customer loyalty, upsell/cross-sell) - Cost reduction (e.g., via lower labor, reduced inefficiencies, marketing spend, or support costs) For each benefit: 1. Identify the pain point it addresses. 2. Specify the Technology Vendor capability that delivers the benefit. 3. Include calculation logic for estimating the impact. 4. List customer data points required to estimate this benefit. Present in a table format: - Business Benefit - Pain Point Resolved - Technology Capability - Calculation Logic - Required Customer Data
Prompt 2: Prospect-Specific
Customize the benefit table for the specific prospect [Customer Name]. Incorporate their business model, target market, product lines, and known challenges. Focus on processes they care about (e.g., sales ops, inventory, compliance, automation, retention) and reflect realistic benefits based on industry benchmarks.