Value Advisors
Business value tooling for Claude. Value Advisors packages the methods behind our value engagements into agents your sellers, value engineers and customer success teams use every day.
Eighteen agents across the customer lifecycle
Organized in six zones, from one-time setup through post-sale value realization. Most people use six entry points; the rest run as chain steps or on a schedule.
- 1Setup
Discovery interviews, brand voice, tooling inventory4 agents - 2BDR support
Lead research, call prep, on-brand one-pagers3 agents - 3Opportunity and POV
Research, outside-in business case, story arc, deck5 agents - 4Business case
Cost and growth cases on the customer's own numbers3 agents - 5Proposal
Proposal and ROI summary from a validated value tree1 agent - 6Post-sale
Value realization from customer reports and telemetry2 agents
Built to be trusted by a CFO
The rules that make the output usable in front of a finance team.
Drafts only, never sends
Agents draft emails, briefs and decks. A person reviews and sends.
Flags gaps instead of guessing
Missing facts are listed as open questions, never filled with plausible filler.
Illustrative until validated
Outside-in figures are labeled illustrative. Committed numbers must reach customer-measured evidence or the case fails loudly.
No quote without a validated value tree
The proposal agent refuses to price from a working copy and says why.
Self-reported is not measured
Value realization keeps customer-reported and telemetry-measured progress separate, and flags any discrepancy.
Assumptions beside every number
Every business case carries its assumptions and disclosures on the headline page.
The outside-in point of view
The storyline our POV agent follows. The customer's own words come before any vendor claim, and every capability traces to a metric.
Title as thesis
A declarative claim in the customer's name, not a topic.
Account team and journey
Who is on the vendor side and the dated relationship so far.
Why now
Three industry themes with three trends each. No vendor mentions.
What we heard from you
Six verbatim customer quotes, each tied to a priority, before any vendor claim.
Business case headline
One number, its lead driver, and assumptions and disclosures on the same slide.
Solution overview
What the solution removes and what the customer gets, in the customer's terms.
One slide per pillar
Four mechanism-so-outcome bullets, three metrics, one bottom line, one proof footnote.
Value map
Goals, capabilities, impact and metrics traced end to end to the customer's public target.
Path forward
Dated short-term and long-term steps, starting with the assumption to validate first.
Appendix
Architecture, validations and the full three-scenario business case.
Method authored by Moshe Barak.