Templates

BOTH · v1.0.0

Pricing Proposal

Single, multi-option or comparison pricing proposal. Renders as deck or one-pager.

ONEPAGER · v1.1.0

Canonical Executive Brief Template v1

Swan's canonical executive brief with account-specific 90-day use cases, optional computed investment options, long-term funnel objectives and verified customer proof.

ONEPAGER · v1.0.0

Executive Brief & Business Case

Decision-grade executive brief: the buyer's constraint, value levers, cost-neutral economics from the approved proposal, operating model, labelled proof and a 90-day plan.

DECK · v1.0.0

Board narrative deck

A sparse, executive 16:9 narrative for decisions, proposals, and strategic recommendations.

APP · v1.0.0

Interactive workbench

A responsive interactive asset using constrained toggles, tabs, and range controls.

APP · v1.0.0

AI-GTM Transformation Kit

A mobile-first diagnosis app for one named account: where their GTM stands today, a Before/After workflow with a shared GTM Brain, the next stage and how to get there.

APP · v2.0.0

AIxGTM Transformation Kit v2

A personalized, score-free Kit rendered from Swan's completed markdown: journey, workflow, three Old vs New wins, a 30-day deep dive and three relevant skills.

APP · v3.0.0

AIxGTM Transformation Kit v3

A fixed six-section Kit rendered in code from Swan's typed content payload: ladder, who you are, workflow, what to expect, three skills and a booking.

APP · v4.0.0

AIxGTM Transformation Playbook v4

A source-grounded transformation playbook with organization, agent roster, cross-team walkthroughs, coverage and phased rollout.

DECK · v1.0.0

Onboarding & commercial proposal deck

The standard 8-slide Swan proposal: cover, case for partnership, capabilities, team, 90-day phases, computed commercials, case study and thank you.

ONEPAGER · v1.0.0

Launch scope

The 90-day launch scope one-pager: the quote, phases, numbers, two use cases, next steps, owners and what is parked, in Swan's launch scope design.

ONEPAGER · v1.0.0

Call recording summary

A deal room call recording: dated title, reusable description and a condensed 3-5 bullet Overview shown above Open recording.

APP · v1.0.0

AI-Native GTM Org

An interactive dark org diagram: teams and agents around a shared GTM Brain, with clickable people, agent detail and animated illustrative workflow playback.