Post-Discovery Business Case Follow-Up
Ploy turns discovery evidence into a portable business case that traces every material number to a source, separates confirmed inputs from placeholders, and models uncertainty honestly.
Ploy runs this Ploybook in 5 phases.
Build the evidence table
Ploy gathers transcripts, notes, prior drafts, commercial terms, and benchmarks, preserving each number’s wording, source, and confidence tier.
Define the core problem
The largest concrete gap is expressed in the customer’s numbers, with the symptom, mechanism, and any legal, security, labor, or contractual constraints made explicit.
Model the primary lever
Confirmed inputs are modeled directly. Missing inputs are kept as labeled placeholders across conservative, moderate, and aggressive scenarios.
Rank levers and open asks
Secondary levers are ordered by likely business impact, and missing inputs are prioritized by how much they would reduce decision uncertainty.
Prepare the next meeting
Ploy produces pain and gain headlines, owned procedural next steps, and a concise meeting agenda centered on the highest-leverage ask.
Concrete outputs every time Ploy runs this.
A discovery call surfaced a concrete operational or financial gap that needs a decision-ready business case. The deal team has transcripts, notes, customer-provided figures, or benchmarks that must be reconciled into one model. You need the next customer meeting to focus on the input that would most reduce uncertainty.
A sourced business case
Every material number traced to a labeled source and confidence tier, with contradictions kept visible until resolved.
An honest value range
Low, midpoint, and high outcomes that keep confirmed inputs separate from assumptions instead of presenting one convenient number.
A ranked open-asks agenda
The missing inputs ordered by decision leverage, with owners, rationale, and fallback strength recorded for each ask.
Owned next steps
The next meeting, pilot, or procedural step defined with owners and clear success criteria.
Ploybooks that pair with Post-Discovery Business Case Follow-Up.
Company Swarm
CRM & Visitor OpsTurn one high-fit visitor or named account into a coordinated, persona-tailored outreach motion — qualified, drafted, and staggered for review before a single send.
ABM Page for SDRs & AEs
Site BuildingResearch, plan, build, and verify a private account-based landing page for one named account, one buyer, and one clear sales next step.
Email ICP Website Visitors
CRM & Visitor OpsRank identified visitors by ICP fit, resolve one verified contact each, and stage reviewable Gmail drafts ready to export to your CRM.
Run Post-Discovery Business Case Follow-Up today.
Slurp your existing site in 60 seconds, plug in your stack, and let Ploy run Post-Discovery Business Case Follow-Up end-to-end. The first output lands before you finish onboarding.