Onboarding Flow: ValueViewpoint for Enterprise (AEs / VEs)
Welcome & Role Selection
Let’s help you build a powerful business case. What’s your role?
- AE / Account Executive
- Value Engineer / Presales
- Sales Consultant / Partner
- Customer Success
- Other
Choose a Business Case Template
Pick a starting point.
- Revenue Growth Template
- Efficiency / Cost Savings Template
- AI Value Framework Template
Each template includes pre-configured metrics and logic
Describe the Customer Opportunity
Who is this case for?
- Customer company name
- Industry
- Stakeholder role(s) involved
- Summary of business challenge
AI uses this to pre-fill example pain points and metrics
Customize Value Levers and Metrics
Map your solution to measurable outcomes.
Editable blocks:
- Input Assumptions (e.g., current cost, time spent, revenue baseline)
- Value Drivers (e.g., 20% time reduction → $X saved)
- Benefit Buckets (e.g., OPEX savings, revenue uplift, risk reduction)
Your answer trains the AI to generate value messages
Generate Outputs
Your business case is ready to export or share.
- PDF executive summary
- Full ROI model
- PowerPoint slide deck
Include edit history, change tracking, and “customer comment” feature
Contact us
(415) 570-7434
