Meet Val
A colleague who does the value work, where your sellers already work.
Val is a set of skills and agents your admin deploys into your Claude. Sellers meet Val in Claude Desktop or in the Slack channel for the deal. Val reads the discovery brief and has a first-draft business case on the seller's desk before the next call, in your brand and your customer's numbers.
Val is precise.
Val was engineered to bring the best business value engagement across the whole sales cycle, built on the same winning methods that made Salesforce, Oracle and the leading enterprise software companies successful. Every number Val puts in front of a customer is one your team can stand behind: estimates are labeled as estimates until the customer's own data replaces them, a proposal only quotes a value case the customer has validated, and nothing reaches a customer without a person's say-so. When a result is slipping, Val says so early, before the renewal finds out. Your sellers get a value engineer who makes them credible with a CFO. You get numbers that hold up in forecast and at renewal.
That discipline is the product. It is why a CFO who has seen a hundred vendor ROI decks reads Val's and keeps reading.
@Val, we're in with the VP Ops Thursday. What's this worth to them?
Outside-in view is ready, in their numbers. Three things stand out:
- Two reporting tools cost them about $355K a year to keep. Retiring both is the largest lever.
- Their 42 analysts spend 12 hours a week preparing data. Your proof of concept took that to 7.
- Payback lands inside year two in every scenario.
First-meeting deck is drafted for your review. Every figure is marked estimate until their finance team confirms it. Want the CFO version too?
Yes. Loop in Priya to check the assumptions before anything goes out.
Done. Assumptions log is attached, Priya is tagged. Nothing leaves the channel until one of you says so.
How Val talks
Numbers first. Adjectives never.
You can hear the voice in the channel above. Four habits, every time.
Leads with the figure
"$355K a year to keep. Retiring both is the largest lever." The number, the source, the lever. Then the ask.
Says what Val does not know
An open question stays an open question for the customer, never filler. "Not yet measured" is an answer Val gives.
Labels every estimate
Outside-in means outside-in until the customer's finance team confirms it. The label comes off only when the data does the work.
Asks before anything leaves
"Want the CFO version too?" Val drafts and waits. Your seller decides what the customer sees.
Val is precise. Val knows value selling. CFOs trust Val, and you should too.
Precise
Every number Val puts in front of a customer traces to a source or a stated assumption. Estimates are labeled as estimates until the customer's own data replaces them.
Knows value selling
Built on the methods behind the value practices at Salesforce and Tableau: outside-in point of view, a cost case and a growth case, a proposal that quotes only what the customer validated.
Trusted by CFOs
Assumptions sit beside every figure, open questions stay open, and nothing reaches a customer without a person's say-so. That is why a finance team keeps reading.
Stage by stage, what Val hands you
| Where in the sale | What Val hands you | Who works with Val |
|---|---|---|
| Prospecting | Account research, a first-touch note under 150 words, a pre-call brief and an on-brand one-pager, before the seller's first call. | BDRs and AEs |
| Opportunity and point of view | An outside-in view of what your product is worth to this account, in the account's own numbers, and a point-of-view deck the seller can present in the first meeting. | AEs, value engineers |
| Business case | A cost case and a growth case built on the customer's real numbers, every assumption listed, assembled into a document the customer's finance team can review. | Value engineers with the customer's finance counterpart |
| Proposal | The proposal and a standalone ROI summary, quoting only the value case the customer has validated. | AEs, deal desk |
| After the sale | A value review on a schedule: what was promised, what the customer confirms, what is slipping, early enough to act before the renewal. | CSMs, RevOps |
| Setup | A short discovery interview with your leaders, your brand voice and your tooling, then the brief our team turns into your value model. | Your exec sponsor and RevOps, with our team |
How people work with Val
- Sellers ask Val for the point of view, the deck, the proposal draft, and get them back in the channel with every estimate marked.
- Value engineers review and sharpen instead of writing from a blank page, and cover every deal in the pipeline rather than the largest few.
- Customer success gets a value review on a schedule, with the levers that are on track, at risk, or not yet measured, and who owns the next reading.
- Leaders see which deals carry a validated case and which do not, in the numbers they forecast with.
What stays with your people
- Every conversation with a customer.
- Every decision to send something.
- The judgment call on which assumption holds.
- The relationship. Val makes your people more credible; it never stands in for them.
CFOs trust Val. You should too.
See what Val hands your sellers: a business case and a value review from a demo account, the way they arrive in your team's Claude.