Solutions
Growth Blueprint
Strategic Planning
Brand Identity
Messaging & Visual Guides
Digital Assets
Content & Creative Elements
Collateral
Sales & Investor Materials
Campaigns
Customer Outreach & Insights
Marketplace
Reviews
FAQ
Get started
Collateral
Educate, engage, convert
Develop a library of sales, marketing and investor materials. Drive
newrevenue, increase customer retention and raise capital.
Strategic
content development
Develop a roadmap for creating valuable collateral.
Prioritize the assets that will accelerate strategic goals.
Align with growth goals
Build collateral to support key business objectives and maximize growth opportunities.
Drive engagement
Build trust
Acquire customers
Grow accounts
Secure funding
Share insights
Empower teams
Tailor messaging
Identify personas, craft custom messaging and communicate unique value.
Prospects
Customer Types
Leads
Customer Segments
Investors
Partners
Internal Teams
Increase engagement
Support audience engagement touchpoints, test messaging and optimize content.
Pitches
Strategic Solutions
Success Stories
Proposals
Onboarding
Fundraising
Reports & Insights
Collateral Types
Build your presentation suite
Pitch Decks
Capture attention and advance deals
BEST FOR
Prospects
Customers
Investors
DESCRIPTION
Presentation to convey value, benefits, features and customer success stories.
Case Study
Build trust and establish credibility
BEST FOR
Prospects
Customers
Investors
DESCRIPTION
Customer success stories highlighting challenges, solutions, results and testimonials.
Solutions Playbook
Increase engagement and consideration
BEST FOR
Prospects
DESCRIPTION
Strategic guide with solutions tailored to specific customer challenges or industry use cases.
Features Comparison
Offer insights and empower decisionmaking
BEST FOR
Prospects
Customers
Investors
Internal
DESCRIPTION
Breakdown of key benefits and features side-by-side competitors.
Proposal
Provide solutions and close deals
BEST FOR
Prospects
DESCRIPTION
Detailed breakdown of solutions, pricing and implementation plan.
Rate Card
Align on solutions and pricing
BEST FOR
Prospects
Internal
DESCRIPTION
Transparent pricing with product tiers, features, integrations, service levels and costs.
Onboarding Guide
Educate and empower customer success
BEST FOR
Customers
DESCRIPTION
Guide with implementation details, steps and recommendations for getting started.
Success Playbook
Maximize value and increase retention
BEST FOR
Customers
DESCRIPTION
Actionable strategies on how to better leverage solutions to improve results.
Product Roadmap
Share vision and keep customers engaged
BEST FOR
Prospects
Customers
Investors
Internal
DESCRIPTION
Detailed plan with upcoming product or feature releases, updates and innovation.
Performance Review
Evaluate results and provide insights
BEST FOR
Customers
Investors
Internal
DESCRIPTION
Performance reports and insights with metrics and opportunities for improvement.
Fundraising Deck
Attract investors and secure funding
BEST FOR
Investors
DESCRIPTION
Concise pitch highlighting business model, strategy, growth potential and financial projections.
Business Plan
Guide strategy, operations and growth
BEST FOR
Investors
Internal
DESCRIPTION
Strategic plan with business goals, strategy, operational plan, roadmap, projections and more.
Collateral
Presentation Suite
Please choose the option below in the menu
All
14
Sales Collateral
7
Customer Materials
5
Investor Materials
6
Internal Materials
6
Pitch Decks
BEST FOR
Prospects
Customers
Investors
Internal
OBJECTIVE
Capture attention and advance deals
DESCRIPTION
Visual presentation to convey value, benefits, features and customer success stories.
Solutions Playbooks
BEST FOR
Prospects
Customers
Investors
Internal
OBJECTIVE
Increase engagement and consideration
DESCRIPTION
Strategic guide with solutions tailored to specific customer challenges or industry use cases.
Case Studies
BEST FOR
Prospects
Customers
Investors
OBJECTIVE
Build trust and credibility
DESCRIPTION
Customer success stories highlighting solutions, results and testimonials.
Features Comparison
BEST FOR
Prospects
Customers
Investors
Internal
OBJECTIVE
Offer insights and empower decisionmaking
DESCRIPTION
Breakdown of key benefits and features side-by-side competitors.
Proposals
BEST FOR
Prospects
OBJECTIVE
Confirm details and close deals
DESCRIPTION
Detailed breakdown of solutions, pricing and implementation plan.
Rate Cards
BEST FOR
Prospects
Internal
OBJECTIVE
Align budgets with offerings
DESCRIPTION
Transparent pricing with product tiers, features, integrations, service levels and costs.
Onboarding Guides
BEST FOR
Customers
OBJECTIVE
Educate and empower customer success
DESCRIPTION
Guide with implementation details, steps and recommendations.
Success Playbooks
BEST FOR
Customers
OBJECTIVE
Maximize value and increase retention
DESCRIPTION
Actionable strategies on enhancing usage and improving results.
Product Roadmaps
BEST FOR
Prospects
Customers
Investors
Internal
OBJECTIVE
Enhance engagement and grow accounts
DESCRIPTION
Detailed plan with upcoming product or feature releases, updates and innovations.
Performance Reviews
BEST FOR
Customers
Investors
Internal
OBJECTIVE
Evaluate results and identify new strategies
DESCRIPTION
Performance reports and insights with metrics and opportunities for improvement.
Fundraising Decks
BEST FOR
Investors
OBJECTIVE
Attract investors and secure funding
DESCRIPTION
Concise pitch highlighting business model, strategy, growth potential and financial projections.
Business Plans
BEST FOR
Investors
Internal
OBJECTIVE
Guide operations and increase alignment
DESCRIPTION
Comprehensive plan detailing business goals, strategy, operational plans, roadmap, projections and more.
Investor Letters
BEST FOR
Investors
OBJECTIVE
Maintain transparency and trust
DESCRIPTION
Regular updates summarizing performance, milestones and upcoming plans.
Sales Playbooks
BEST FOR
Internal
OBJECTIVE
Establish cohesive and effective messaging
DESCRIPTION
Actionable guides, scripts and tips for pitching solutions and handling objections.
Pitch Decks
BEST FOR
Prospects
Customers
Investors
Internal
OBJECTIVE
Capture attention and advance deals
DESCRIPTION
Visual presentation to convey value, benefits, features and customer success stories.
Solutions Playbooks
BEST FOR
Prospects
Customers
Investors
Internal
OBJECTIVE
Increase engagement and consideration
DESCRIPTION
Strategic guide with solutions tailored to specific customer challenges or industry use cases.
Case Studies
BEST FOR
Prospects
Customers
Investors
OBJECTIVE
Build trust and credibility
DESCRIPTION
Customer success stories highlighting solutions, results and testimonials.
Features Comparison
BEST FOR
Prospects
Customers
Investors
Internal
OBJECTIVE
Offer insights and empower decisionmaking
DESCRIPTION
Breakdown of key benefits and features side-by-side competitors.
Proposals
BEST FOR
Prospects
OBJECTIVE
Confirm details and close deals
DESCRIPTION
Detailed breakdown of solutions, pricing and implementation plan.
Rate Cards
BEST FOR
Prospects
Internal
OBJECTIVE
Align budgets with offerings
DESCRIPTION
Transparent pricing with product tiers, features, integrations, service levels and costs.
Product Roadmaps
BEST FOR
Prospects
Customers
Investors
Internal
OBJECTIVE
Enhance engagement and grow accounts
DESCRIPTION
Detailed plan with upcoming product or feature releases, updates and innovations.
Pitch Decks
BEST FOR
Prospects
Customers
Investors
Internal
OBJECTIVE
Capture attention and advance deals
DESCRIPTION
Visual presentation to convey value, benefits, features and customer success stories.
Solutions Playbooks
BEST FOR
Prospects
Customers
Investors
Internal
OBJECTIVE
Increase engagement and consideration
DESCRIPTION
Strategic guide with solutions tailored to specific customer challenges or industry use cases.
Case Studies
BEST FOR
Prospects
Customers
Investors
OBJECTIVE
Build trust and credibility
DESCRIPTION
Customer success stories highlighting solutions, results and testimonials.
Features Comparison
BEST FOR
Prospects
Customers
Investors
Internal
OBJECTIVE
Offer insights and empower decisionmaking
DESCRIPTION
Breakdown of key benefits and features side-by-side competitors.
Onboarding Guides
BEST FOR
Customers
OBJECTIVE
Educate and empower customer success
DESCRIPTION
Guide with implementation details, steps and recommendations.
Success Playbooks
BEST FOR
Customers
OBJECTIVE
Maximize value and increase retention
DESCRIPTION
Actionable strategies on enhancing usage and improving results.
Product Roadmaps
BEST FOR
Prospects
Customers
Investors
Internal
OBJECTIVE
Enhance engagement and grow accounts
DESCRIPTION
Detailed plan with upcoming product or feature releases, updates and innovations.
Performance Reviews
BEST FOR
Customers
Investors
Internal
OBJECTIVE
Evaluate results and identify new strategies
DESCRIPTION
Performance reports and insights with metrics and opportunities for improvement.
Pitch Decks
BEST FOR
Prospects
Customers
Investors
Internal
OBJECTIVE
Capture attention and advance deals
DESCRIPTION
Visual presentation to convey value, benefits, features and customer success stories.
Solutions Playbooks
BEST FOR
Prospects
Customers
Investors
Internal
OBJECTIVE
Increase engagement and consideration
DESCRIPTION
Strategic guide with solutions tailored to specific customer challenges or industry use cases.
Case Studies
BEST FOR
Prospects
Customers
Investors
OBJECTIVE
Build trust and credibility
DESCRIPTION
Customer success stories highlighting solutions, results and testimonials.
Features Comparison
BEST FOR
Prospects
Customers
Investors
Internal
OBJECTIVE
Offer insights and empower decisionmaking
DESCRIPTION
Breakdown of key benefits and features side-by-side competitors.
Product Roadmaps
BEST FOR
Prospects
Customers
Investors
Internal
OBJECTIVE
Enhance engagement and grow accounts
DESCRIPTION
Detailed plan with upcoming product or feature releases, updates and innovations.
Performance Reviews
BEST FOR
Customers
Investors
Internal
OBJECTIVE
Evaluate results and identify new strategies
DESCRIPTION
Performance reports and insights with metrics and opportunities for improvement.
Fundraising Decks
BEST FOR
Investors
OBJECTIVE
Attract investors and secure funding
DESCRIPTION
Concise pitch highlighting business model, strategy, growth potential and financial projections.
Business Plans
BEST FOR
Investors
Internal
OBJECTIVE
Guide operations and increase alignment
DESCRIPTION
Comprehensive plan detailing business goals, strategy, operational plans, roadmap, projections and more.
Investor Letters
BEST FOR
Investors
OBJECTIVE
Maintain transparency and trust
DESCRIPTION
Regular updates summarizing performance, milestones and upcoming plans.
Pitch Decks
BEST FOR
Prospects
Customers
Investors
Internal
OBJECTIVE
Capture attention and advance deals
DESCRIPTION
Visual presentation to convey value, benefits, features and customer success stories.
Solutions Playbooks
BEST FOR
Prospects
Customers
Investors
Internal
OBJECTIVE
Increase engagement and consideration
DESCRIPTION
Strategic guide with solutions tailored to specific customer challenges or industry use cases.
Features Comparison
BEST FOR
Prospects
Customers
Investors
Internal
OBJECTIVE
Offer insights and empower decisionmaking
DESCRIPTION
Breakdown of key benefits and features side-by-side competitors.
Rate Cards
BEST FOR
Prospects
Internal
OBJECTIVE
Align budgets with offerings
DESCRIPTION
Transparent pricing with product tiers, features, integrations, service levels and costs.
Product Roadmaps
BEST FOR
Prospects
Customers
Investors
Internal
OBJECTIVE
Enhance engagement and grow accounts
DESCRIPTION
Detailed plan with upcoming product or feature releases, updates and innovations.
Performance Reviews
BEST FOR
Customers
Investors
Internal
OBJECTIVE
Evaluate results and identify new strategies
DESCRIPTION
Performance reports and insights with metrics and opportunities for improvement.
Business Plans
BEST FOR
Investors
Internal
OBJECTIVE
Guide operations and increase alignment
DESCRIPTION
Comprehensive plan detailing business goals, strategy, operational plans, roadmap, projections and more.
Sales Playbooks
BEST FOR
Internal
OBJECTIVE
Establish cohesive and effective messaging
DESCRIPTION
Actionable guides, scripts and tips for pitching solutions and handling objections.
Project Tracker
Prioritize important
projects
Identify and focus on high value projects.
Use a prioritization framework and RICE scoring.
Book a 30min
intro call
Chat with our founder
Tessa Scordio
Schedule Call
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hello@cmospot.com
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