Product / Champion enablement

Give your champion what it takes to sell it

Your champion sells your deal in rooms you’re not in. Ollie drafts what they need at each stage: a value summary in their voice, a mutual action plan, and a business case built from the deal’s own numbers.

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Help your champion sell where you can’t be

Complex deals are decided in budget meetings, steering committees, and conversations with the CFO. Your champion carries the deal into each of them. What they need changes as the deal moves: first a reason to change, then a plan everyone agrees to, then the numbers that get the budget approved.

The right document at each stage

Value summary, early to mid stageOne page in your champion’s voice that compares the options, including doing nothing, so they can win over their peers and their manager.

Mutual action plan, mid stageThe milestones from today to signature, with an owner on each side and a date on each step, drafted from the decision process your buyer described.

Business case, late stageProjected gains, investment, and payback, built from the numbers your buyer shared and the results in your own case studies. Every figure shows how it was calculated.

Read the use case: Mutual action plans, drafted from the deal.

Ready when the deal is

Ollie watches each deal and drafts a document once the deal has what it needs: a champion and a clear pain for the value summary, an agreed decision process for the plan, an engaged economic buyer and quantified metrics for the business case.

You get a note in Slack or Teams explaining why now, and the document is on the deal, in Optivian and in your CRM. You can also ask Ollie for any of them at any time.

Mid stage

You adjust one milestone, then copy the plan into the document you share with your champion.

At Supermetrics

Minutesto build business cases that took 1–2 hours, and they have unlocked board-level budget

Read the case study

Update it as the deal moves

When a budget date shifts or a new stakeholder joins, ask Ollie for a new draft. It’s built from the latest deal context, and you steer the judgment calls in plain language: “Add a proof-of-concept milestone before legal review.” Need it for an international stakeholder? Ollie redrafts it in their language.

“Ollie proactively built me a full business case and ROI calculation. It gave us an opening straight into a value-based discussion rather than getting stuck on features.”

Ian HillAccount Executive, M-Files

Questions about champion enablement

When does Ollie create each document?

When the deal is ready for it. A value summary needs a champion and a clear pain, a mutual action plan needs an agreed decision process, and a business case needs an engaged economic buyer and quantified metrics. Ollie drafts one at a time and tells you why the timing is right.

Where do the numbers in the business case come from?

From your buyer’s own words in calls and emails, and from the results in your case studies. Each figure shows its calculation. When a number is still missing, Ollie asks you for it, so you know what to cover in your next conversation.

Can I change a document before I share it?

Yes. Tell Ollie what to adjust, such as a different audience, a new emphasis, or another language, and you get a new draft from the latest deal context.

How do I share a document with my buyer?

Copy it from the deal, in Optivian or inside Salesforce or HubSpot, into an email, a shared document, or the digital sales room you already use.

Arm your champion on every deal

See the value summary, the plan, and the business case Ollie would draft for your own deals.

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