Executive Briefing

# [Company Name] × Salesforce
**[Initiative Name]** | [Date] | Prepared by [SE Name] and [AE Name]

---

## The Business Challenge
[2-3 sentences: specific problem, business impact, cost of inaction]
*"[Optional: a quote from the economic buyer from discovery]*"

---

## The Proposed Solution
[2-3 sentences: what Salesforce is proposing, which products, and the implementation approach]
**Timeline:** Phase 1 live in [X] weeks. Full implementation in [Y] months.

---

## The Value

| Outcome | Current State | With Salesforce |
|---------|--------------|----------------|
| [Metric 1] | [Baseline] | [Target] |
| [Metric 2] | [Baseline] | [Target] |
| [Metric 3] | [Baseline] | [Target] |

**ROI:** [X]% over 3 years | **Payback:** [Y] months | **Net Value:** $[Z]M

---

## The Ask
[1-2 sentences: the specific decision needed, by when, and what happens next]

*Questions? [Contact info]*

# Executive Meeting Prep — [Company Name]
**Meeting:** [Date] | **Exec:** [Name, Title] | **SE:** [Name] | **AE:** [Name]

## Meeting Goal
[One sentence: the single decision or outcome we need from this meeting]

## Their Priorities (Research)
- [Known priority 1 from public sources / discovery]
- [Known priority 2]
- [Known concern or risk to address]

## Opening Statement (30 seconds)
"[Name], thank you for making time. I'll be brief. We're here because [situation].
Based on what your team has told us, [complication]. We believe [resolution], and
we want your perspective on whether this aligns with your priorities."

## Three Points to Land

**Point 1: [Business outcome]**
→ Supporting data: [Stat or reference]
→ Why it matters to them specifically: [Connection to their role/priority]

**Point 2: [Risk or competitive context]**
→ Supporting data: [Stat or reference]
→ Why it matters to them specifically: [Connection]

**Point 3: [The ask]**
→ What we need: [Specific decision]
→ What happens next: [If yes, what are the next steps?]

## Questions to Ask
1. "[Open-ended question that surfaces their perspective]"
2. "[Question that validates or challenges our assumptions]"

## Objections to Prepare For
| Likely Objection | Prepared Response |
|-----------------|------------------|
| "[Objection]" | "[Response]" |

## Closing the Meeting
"Based on our conversation, does [proposed path] make sense to you?
What would you need to feel confident moving forward?"