Beam Sales Kit
Process Discovery

The Process Discovery sales kit

Three documents, three jobs. Grab the right one for the moment you're in.

Customer-facing · send to any prospect
The product brochure
The persuasion piece: the problem story, how it works in three steps, real product screens, why it beats the usual routes, and security. No pricing — safe to forward. Send after a first call, or walk through it live.
process-discovery-product-brochure.html
Customer-facing · send when the deal is live
The design partner offer
The concrete engagement, written to the sponsoring executive as the hero of the AI transformation: 10 processes with ROI overview, 3 mapped in depth, 1 automated, €50K fixed. Timeline, the two-track weekly rhythm, the journey they lead, and what they keep. Contains pricing — send only once the co-design conversation is framed.
process-discovery-codesign-offer.html
Internal · use in calls
The sales playbook
The conversation guide: the 30-second pitch, the four-screen demo order, objections with counters that worked at Prudential, ROI math for defending €50K, personas, the design-partner qualification funnel (gates, scoring, risk flags), deal mechanics and cleared proof points.
process-discovery-sales-playbook.html
The selling flow
  1. Qualify with the playbook's four gates — mandate, stability, capacity, a concrete payoff.
  2. Run the call with the playbook — pitch, demo order, objections.
  3. Follow up by sending the product brochure the same day.
  4. Frame the partnership in the next call, then send the design partner offer.
  5. Close with the deal mechanics in the playbook — scoping session, kickoff inside two weeks.
Beam AI · Process Discovery · kit v1 · July 2026