Executive Brief Wizard: Specter Sales Solutions

Step 1 of 4: Context

Set the stage

This brief speaks for your champion internally. The more specific you are, the sharper the output.

Your Name *

Your Company *

Prospect Company *

Champion's Name *

Champion's Title *

Who will read this brief? Select all that apply

CEO CFO CRO COO CTO / CISO VP Finance VP Sales Procurement

What does your product do? One sentence *

Why Anything, Why Now

The executive reader wants two things answered: what is broken, and why does it need to be fixed this quarter, not next year?

What is the core business problem? *

What is the cost of doing nothing? *

Why does this need to happen NOW? Urgency triggers *

"Can't this wait?", address the objection *

"Can we build this with AI ourselves?", address the objection *

Why your company

This is where the champion argues for you. Give them the ammunition, in their language, not your pitch deck.

Top 3 differentiators vs. alternatives *

Most relevant customer proof point * Name, metric, timeframe

Risk of going with a competitor or the status quo Optional

Proposed engagement Optional

CFO-grade ROI

Put real numbers to the business case. The CFO will scrutinize this. Be conservative and specific.

Deal / Contract Value *

Payback Period *

Quantified revenue upside *

Cost / efficiency savings *

Implementation / switching cost mitigation Optional

Any other context for the brief? Optional

✓

Your executive brief is ready Review below, then download as a print-ready file

Internal Executive Brief: Confidential

Brief Preview

Live

Your Company

Prospect

Champion

Executive Audience

None selected

Core Problem

Urgency Trigger

Contract Value

Payback Period

Blank Template

Prefer to fill this out manually? Download the blank template to work from.

Build your internal selling brief