In short
- Ask which internal decision comes next before choosing a format.
- Make the decision page editable and include continuing as they are.
- Use one drawing to join the work, change and intended result.
- Put a verifier and next step beside every important unknown.
What decision does the kit need to support?
If your contact wants material for the next internal meeting, you can send the slide deck. But that deck may depend on your narration. Which page lets someone who missed the call see the decision, the evidence and the questions still open?
Ask what has to happen next inside the buyer’s company. Is the group deciding whether to investigate the option, approve a pilot, compare suppliers, or commit to a purchase? Those are different conversations.
If the decision is permission to test, a full return-on-investment claim may be premature. The group may need to know what will be tested, who will do the work, and what would count as a useful result. For a purchase decision, the costs, alternatives and delivery risks need a place. Let the buyer correct this distinction. They know their approval path better than you do.
A champion may already have an internal business-case template or a good explanation of the problem. Use it. Your material should fill the gaps, not make them reformat their own work to suit your deck.
What belongs on the decision page?
Put the proposed decision at the top in plain language. Under it, show what the buyer is doing now, the options under consideration, what would change with your offer, the cost basis, the important risks, and the next approval step. Include continuing as they are as an option, even if you believe it is the weaker one.
The Association for Project Management’s business-case guide includes benefits, costs, risks and alternatives. It says the sponsor owns the business case and that estimates are revised as evidence improves. For a supplier, that is a useful boundary. You can provide facts and a draft, but you cannot decide the buyer’s assumptions for them.
Make it possible to write “we do not know yet” beside an assumption rather than inherit a confident number from the supplier. Keep the first page short enough to discuss. The calculations can sit behind it. There is a fuller guide here on writing a one-page B2B business case.
What should the drawing connect?
A buying group may hear the same product through different doors. One person asks how it fits the existing system. Another asks what changes in the daily work. Whoever approves the spend needs to see what the proposed change is meant to achieve and what still has to be proved.
Give them a drawing they can point to together. Show the current work on the left, the proposed change in the middle, and the result the buyer intends to check on the right. Put the people or systems responsible for each connection on the page. If an integration or operating assumption is unknown, label it as a question. A clean line must not pretend that a difficult handoff is already solved.
The drawing helps someone explain the relationship; it does not replace a technical specification. The article on giving a champion a repeatable story goes deeper into that visual frame. This kit adds the documents and evidence that travel with it.
Which proof and open questions should travel?
Make a short table with four columns: purchase claim, evidence in hand, who can verify it, and what remains unknown. Give the group somewhere to challenge each important point. If the buyer has not measured the current cost of a problem, write down the calculation and data still needed. If implementation depends on their team, name that dependency.
These example rows describe a hypothetical software purchase. They are questions to check, not claims about a Strategem client or your buyer.
Scroll the table sideways to see every column.
| Purchase claim | Evidence in hand | Buyer check | Open question |
|---|---|---|---|
| The product fits the workflow | Process drawing and proposed test | Ask the people who run the work to mark what is missing | Which exception is not on the drawing? |
| It could save time | Current steps identified; time baseline missing | Measure the present work before estimating a change | Which activity should be measured? |
| The team can implement it | Supplier plan; buyer capacity unconfirmed | Name an owner on each side and test the handoff | Who is available when the work starts? |
Keep the sheet specific to the decision in front of the group. A demonstration can prove that a function exists; it does not automatically prove that the buyer can integrate it, adopt it, or make money from it. Those require different evidence and different owners. The right answer may be a test plan rather than a polished claim.
Gartner’s 2025 release on a survey of 632 B2B buyers distinguishes information relevant to a buying group from messages tailored only to one person. That is context for making the pack inspectable by the group. The survey does not show that these three documents will create agreement in any particular deal.
When should the buyer see the pack?
Walk through the pack with your contact while you are still in the conversation. Ask which page they would actually use, what they would remove, and which claim somebody inside the company would challenge first. Then let them change it.
You can test the pack with a colleague who did not join the sales call. Give them the three pieces and ask: What decision is being requested? What evidence is already there? What still needs an answer? If they need you to narrate every page, the pack is not ready to travel.
A kit can be only two pages for a small decision, or it can point to technical and financial appendices for a larger one. The measure is whether the next group can inspect the decision without guessing what you meant. More pages are useful only when they answer a question the group actually has.
If the drawing is the difficult part, see how Strategem approaches a champion enablement model. If you have a handoff that becomes harder to explain as more people join, bring the material to an introductory call. We can look at what needs to be visible and whether there is a useful model to build.