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vertical-solution-templates skill

/plugins/b2b-saas/skills/vertical-solution-templates

This skill helps teams localize GTM assets with industry templates, enabling rapid briefs, demos, and aligned roadmaps.

npx playbooks add skill gtmagents/gtm-agents --skill vertical-solution-templates

Review the files below or copy the command above to add this skill to your agents.

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SKILL.md
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---
name: vertical-solution-templates
description: Library of reusable solution briefs, architecture, and pricing frames per industry.
---

# Vertical Solution Templates Skill

## When to Use
- Localizing GTM assets for specific industries or sub-verticals.
- Preparing ABM/field teams with ready-to-use briefs and demos.
- Coordinating product + marketing on roadmap-aligned solution packages.

## Framework
1. **Template Structure** – executive summary, pain/impact, solution architecture, proof.
2. **Configuration Rules** – recommended modules, integrations, and data sources.
3. **Pricing & Packaging** – typical ACV ranges, value metrics, and contract guardrails.
4. **Evidence Kit** – case studies, references, benchmark stats, and compliance notes.
5. **Activation Plan** – suggested campaigns, field workshops, and demo scripts.

## Templates
- One-pager solution brief (PDF + slide).
- Architecture diagram with integration callouts.
- Pricing/ROI worksheet with editable assumptions.

## Tips
- Keep templates modular so teams can mix/match by segment.
- Refresh quarterly with new case studies and roadmap releases.
- Pair with `create-industry-playbook` for automated population.

---

Overview

This skill provides a library of reusable vertical solution briefs, architecture diagrams, and pricing frames tailored to industry needs. It accelerates go-to-market alignment by delivering production-ready templates for sales, marketing, customer success, and revenue operations. Templates are modular, refreshable, and designed to be populated with account or segment-specific data.

How this skill works

The skill supplies a consistent template framework: executive summary, pain/impact, solution architecture, proof, pricing, and activation plan. It includes configuration rules for recommended modules, integrations, data sources, and editable pricing/ROI worksheets. Teams pick a template, populate assumptions and evidence, and export one-pagers, slides, and architecture diagrams for ABM and field use.

When to use it

  • Localizing GTM content for an industry or sub-vertical launch
  • Preparing account-based marketing (ABM) or field sales briefs and demos
  • Aligning product and marketing on solution packaging and roadmap ties
  • Building pricing and ROI conversations for customer proposals
  • Refreshing collateral with new case studies and compliance updates

Best practices

  • Keep templates modular so teams can mix and match modules by segment
  • Refresh evidence kits and case studies quarterly to maintain credibility
  • Standardize configurable assumptions in the pricing worksheet for comparability
  • Include integration callouts and data source requirements in architecture diagrams
  • Use an activation plan with concrete campaign steps and demo scripts

Example use cases

  • Generate a one-page solution brief + slide deck for financial services ABM
  • Create an architecture diagram showing 3rd-party integrations for healthcare
  • Produce a pricing/ROI worksheet with editable assumptions for a sales proposal
  • Assemble an evidence kit with compliance notes and benchmark stats for enterprise deals
  • Run a field enablement workshop using the activation plan and demo scripts

FAQ

Can templates be customized per account?

Yes. Templates are designed to be populated with account-level assumptions, customer evidence, and integration specifics.

How often should content be refreshed?

Refresh the templates at least quarterly, and immediately after major roadmap, pricing, or compliance changes.