How can I use Objectives as an Exec Summary?

  • 17 November 2023
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Mutual Business Objectives are a great way to collaborate on your customer’s pains and strategic initiatives. Add the Objectives block and choose from the “Add Objectives” menu.

  1. Your org admin can edit the Mutual Business Objectives to create the right prompts for your business
  2. You can always customize a templated Objective to better suit your needs and the language your customer wants to use

Examples of Mutual Business Objectives
 

Objective

Prompt/Templated Content

Why Anything? or What we Heard

What are the challenges the customer is experiencing that they are hoping your product can help with?

 

Example: {{company}} is going through the following challenges as they try to scale:

  • Data is siloed in different places, making it outdated and difficult to use for analytics
  • Too much manual work at a time when resources are constrained
Why Now?

What are the reasons/compelling events that have made it urgent to address the challenges right now?

 

Example: {{company}} is looking for ways to consolidate their tech stack and free up their team from manual data entry. Any workflows that can be automated are under review, and budget expires in 6 months. Changes must be implemented before the new fiscal year.

Why [our company]? or How we can Help

How is your product uniquely positioned to help them address this challenge?

 

Example: 

(1) Advanced Security Coverage

Cloud data storage software provides advanced security measures, such as encryption and access controls, to safeguard sensitive company information. This ensures that data is protected from unauthorized access, reducing the risk of data breaches and enhancing overall data security.

 

(2) Cost and Time Savings

One of Apple One's top priorities this year to streamline workflows and cut costs, automate repetitive tasks, and improve overall efficiency. By implementing our software now, you can reduce operational costs, save valuable time, and allocate resources more effectively, resulting in tangible financial benefits for your organization.

 

(3) Evolving Business Needs

As your business grows, so do its requirements. Our software is built to address the evolving needs of businesses in the digital age. By investing in our software now, you can future-proof your operations and ensure that you have the necessary tools to support your organization's growth trajectory.

 

Quick Links:

🏠 Align Home Overview

➕ How to use the Next Steps Block and add Template Snippets

🖼️ How to use Asset Blocks


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