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Sales Playbook

One-Pager

Catalyst — the structured way to take a proposal from draft to approval and delivery.

Problem

Teams managing proposals across documents, emails, chats, and scattered reviews face: - Slow cycles - Hard-to-track changes - Unclear approvals - Rework - Poor visibility into the real status of each proposal

What Catalyst Does

Centralises the complete proposal flow: - Proposal creation - Editing and versioning - Section-level comments and reviews - Internal approval - Public share link - Final export

Result

  • Less friction between teams
  • Faster proposal cycle
  • Better revision control
  • More traceability
  • More professional, consistent delivery

Who It's For

Teams that prepare complex proposals with multiple stakeholders: - Presales - Consulting - Solution engineering - System integrators - Technical B2B commercial teams

What It Does NOT Try to Be

Catalyst is not sold as "another AI tool". It's sold as a system to organise and accelerate the real proposal cycle.

Recommended Entry Model

2–4 week pilot with: - 1 team - 1 proposal flow - Clear metrics: time, revision count, delivery

Closing Line

Catalyst doesn't just replace a document. It replaces the chaos between draft, review, approval, and delivery.

Sales Call Script

Opening

"What I want to understand today is not whether you like a new tool — it's whether you have a real problem in how you prepare, review, and deliver proposals."

Discovery Questions

  • "How do you prepare a proposal today, from inception to delivery?"
  • "What tools do you use in that process?"
  • "Where does most of the time go?"
  • "Where is the most friction — drafting, reviewing, approving, or delivering?"
  • "How many people are typically involved?"
  • "How do you control versions and changes?"
  • "How do you know when a proposal is really ready to go out?"

Pain

"What we typically see is that the problem isn't just writing the proposal. The problem is coordinating reviews, controlling changes, knowing who's blocking what, and getting a final version out without chaos."

Transition

"That's exactly what Catalyst solves. It doesn't try to be another editor. It organises the entire proposal flow."

Short Pitch

"With Catalyst you can create a proposal, work through versions, manage section-level comments and reviews, approve it internally, share it via a link, and export it — all from the same flow. The value is in reducing cycle time and increasing control."

Validation

  • "If that worked well for your team, what would the impact be?"
  • "Reducing prep time? Less rework? More visibility for managers?"
  • "Who would notice the improvement first?"

Pilot Proposal

"I wouldn't propose a large rollout upfront. The right approach is a short pilot with one team, one type of proposal, and 2–3 clear metrics."

"In 2–4 weeks we can measure whether friction drops and cycle time improves."