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From first signal to signature

Use cases for every step of a B2B deal: account research, qualification, meetings, proposals, RFPs, deal tracking and renewals. Pick one, add your context, and Cobl does the work.

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Accounts
ABM Landing Page
ABM landing page
A web page tailored to one account.
Name the target account in the form below. Cobl creates a page built on their challenges, with the right message, proof and call to action.
Accounts
Asset
abm-landing-page
Customers
Customer Recovery Plan
Account recovery plan
A recovery plan for unhappy or at-risk accounts.
Name the at-risk account in the form below. Cobl finds what went wrong and builds a recovery plan with owners and clear criteria.
Customers
Asset
account-recovery-plan
Accounts
Account Intelligence
Account research
Know the company, its priorities and its people before you reach out.
Type the account name in the form below. Cobl brings back its priorities, people and recent signals, linked to your deal history, before your first call.
Accounts
Analysis
account-research
Deal strategy
BANT Qualification
BANT qualification
Budget, authority, need and timeline, backed by evidence.
Name the deal in the form below. Cobl checks budget, authority, need and timeline against your calls and emails, and lists what is still unknown.
Deal strategy
Automation
bant-qualification
Buyer enablement
Current State vs Future State
Before / After scenarios
Show how the client works today and with you.
Name the account and process in the form below. Cobl shows how the client works today and with your solution, with the benefits and conditions.
Buyer enablement
Asset
before-after-scenarios
Proposals
Business Case Template
Business case
The ROI, the risks and the plan your champion needs to get the spend approved.
Tell Cobl in the form below what decision the client must make. It builds the business case on the client's numbers: cost, gain, ROI, risks and plan.
Proposals
Asset
business-case
Buyer enablement
AI Case Study Generator
Case study
Customer case studies with verifiable results.
Add the project documents in the form below. Cobl writes the customer case study from verifiable results, in your brand, as A4, slides or a web page.
Buyer enablement
Asset
case-study
Buyer enablement
Champion Enablement Kit
Champion enablement kit
Give your champion what they need to convince the committee.
Name the deal and your champion in the form below. Cobl assembles the business case, proof and answers they need to convince the buying committee.
Buyer enablement
Asset
champion-enablement-kit
Deal strategy
Sales Battlecard
Competitive battlecard
Compare alternatives on this deal's criteria.
Name the competitor and the deal in the form below. Cobl compares you on the buyer's own criteria and prepares the arguments and proof to win.
Deal strategy
Analysis
competitive-battlecard
Bids & questionnaires
RFP Compliance Matrix
Compliance matrix
Every RFP requirement linked to an answer and an owner.
Drop the RFP files in the form below. Cobl lists every requirement and links each one to an answer, a proof, an owner and a status.
Bids & questionnaires
Asset
compliance-matrix
Accounts
Prospect Research
Contact analysis
Know a contact's role and priorities before you reach out.
Type the contact's name in the form below. Cobl summarizes their role, career and priorities, with sources, and suggests the right first angle.
Accounts
Analysis
contact-analysis
Bids & questionnaires
ESG Questionnaire
CSR questionnaire
CSR answers from your real metrics and documents.
Drop the buyer's questionnaire in the form below. Cobl answers it in their own file from your real metrics and reports, and flags missing proof.
Bids & questionnaires
Asset
csr-questionnaire
Deal strategy
Customer Reference Matching
Customer reference matching
The most relevant customer proof for each deal.
Name the deal in the form below. Cobl picks the customer references, metrics and quotes closest to this opportunity, from your validated material.
Deal strategy
Analysis
reference-matching
Customers
Customer Success Plan
Customer success plan
Success goals and value tracked against the business case.
Name the customer in the form below. Cobl turns the business case into success goals, and tracks the value delivered each quarter.
Customers
Asset
customer-success-plan
Proposals
Scoping Document
Deal scoping note
A clear scope, assumptions and decisions before the proposal.
Name the deal in the form below. Cobl writes the scoping document from your meetings and emails: goals, scope, assumptions and decisions to make.
Proposals
Asset
deal-scoping-note
Customers
Sales Handoff
Delivery handover
Hand over scope, promises and risks to delivery.
Name the signed deal in the form below. Cobl hands over the scope, promises, people and risks to the delivery team, each with its source.
Customers
Asset
delivery-handover
Proposals
Implementation Plan
Deployment plan
Phases, milestones and responsibilities of the deployment.
Name the deal in the form below. Cobl writes the plan with phases, milestones, resources and who does what on both sides.
Proposals
Asset
deployment-plan
Meetings
Discovery Call Questions
Discovery plan
The right questions for your next discovery call.
Name the account in the form below. Cobl prepares the questions on problem, impact, urgency, budget and decision process, in your own method.
Meetings
Analysis
discovery-plan
Proposals
Executive Summary Generator
Executive summary
A short, faithful summary for the person who decides.
Drop the proposal or memo in the form below. Cobl writes a short summary for the person who decides, faithful to the source, as text, A4 or slides.
Proposals
Asset
executive-summary
Bids & questionnaires
Go/No-Go Decision
Go/No-Go
A reasoned bid decision before you commit the team.
Drop the RFP files in the form below. Cobl checks them against your references and capacity, and prepares a reasoned bid or no-bid recommendation.
Bids & questionnaires
Analysis
go-no-go
Proposals
Interactive Web Proposal
Interactive proposal
Your proposal as a shareable interactive page.
Add your proposal in the form below. Cobl turns it into a web page where the buyer compares options and shares one link with the committee.
Proposals
Asset
interactive-proposal
Deal strategy
MEDDPICC Scorecard
MEDDICC qualification
An explainable MEDDICC score, updated from your calls and emails.
Name the deal in the form below. Cobl scores each MEDDPICC letter from your calls, emails and CRM, and keeps the score current as the deal moves.
Deal strategy
Automation
meddicc-qualification
Meetings
Sales Follow-up Email
Meeting follow-up
Turn each meeting into a follow-up email, actions and a CRM update.
Add the meeting transcript in the form below. Cobl drafts the follow-up email, the action items and the CRM update, with the full deal context.
Meetings
Automation
meeting-follow-up
Meetings
Sales Meeting Preparation
Meeting preparation
Walk into every meeting with the context, goal and questions ready.
Tell Cobl in the form below which meeting is next. It prepares a short brief with the account, the attendees, the open points and the questions to ask.
Meetings
Analysis
meeting-preparation
Deal tracking
Mutual Action Plan
Mutual action plan
A shared plan with the buyer through signature.
Name the deal in the form below. Cobl builds a shared plan with the buyer, with every step, owner and date up to signature.
Deal tracking
Asset
mutual-action-plan
Deal strategy
Sales Negotiation Plan
Negotiation plan
Goals, limits and concessions before you negotiate.
Name the deal in the form below. Cobl prepares your goals, limits and concessions, and what to ask in return for each one.
Deal strategy
Analysis
negotiation-plan
Deal strategy
Sales Objection Handling
Objection handling
Answer buyer objections with proof from your own content.
Paste the buyer's objection in the form below. Cobl finds the real concern and answers it with proof from your own content and deal history.
Deal strategy
Asset
objection-handling
Customers
Customer Onboarding Kit
Onboarding kit
A clear start kit for each new customer.
Name the new customer in the form below. Cobl prepares the kit with contacts, access, first steps and resources that fit what was sold.
Customers
Asset
onboarding-kit
Meetings
Personalized Interactive Demo
Personalized demo
A short interactive demo adapted to each account.
Name the account and use case in the form below. Cobl builds a short interactive demo from your product screens, with simulated steps clearly marked.
Meetings
Asset
personalized-demo
Proposals
POC and Pilot Plan
Pilot plan
A pilot plan with clear success criteria, then the results report.
Name the deal in the form below. Cobl writes the pilot plan with scope, success criteria, roles and timeline, then the results report.
Proposals
Asset
pilot-plan
Proposals
Pricing Proposal
Pricing proposition
A pricing proposal justified by value.
Name the deal in the form below. Cobl builds the pricing from scope, volumes and your rules, and explains each option by the value it brings.
Proposals
Asset
pricing-proposition
Customers
Project Kickoff Deck
Project kick-off deck
A kick-off deck with goals, governance and timeline.
Name the project in the form below. Cobl builds the kickoff deck with goals, scope, governance, timeline and the first decisions to take.
Customers
Asset
kick-off-deck
Customers
QBR Deck
QBR
A QBR with results, value and next priorities.
Name the customer in the form below. Cobl prepares the quarterly business review with results, value delivered, issues and next priorities.
Customers
Asset
qbr
Proposals
Sales Quote Generator
Quote
A clean quote from your price list and terms.
Name the deal in the form below. Cobl prepares a clean quote from your price list, with line items, validity and terms, in your template.
Proposals
Asset
quote
Customers
Contract Renewal Proposal
Renewal proposal
A renewal proposal built on the value delivered.
Name the contract in the form below. Cobl prepares the renewal from the value delivered, the risks and the proposed terms.
Customers
Asset
renewal-proposal
Deal strategy
Requirements Matrix
Requirements matrix
Needs, criteria and constraints in one clear matrix.
Add the client's brief in the form below. Cobl structures the needs, success criteria and constraints in one matrix, with the points still to confirm.
Deal strategy
Analysis
requirements-matrix
Bids & questionnaires
RFI Response
RFI response
RFI answers from your validated content.
Drop the RFI files in the form below. Cobl answers each question from your capabilities, references and company facts, in the buyer's format.
Bids & questionnaires
Asset
rfi-response
Bids & questionnaires
Find RFPs
RFP Finder
A daily recap of the RFPs and early signals that match your offer.
Tell Cobl in the form below what you sell and where. It watches new RFPs and early buying signals, and sends you a short recap every weekday.
Bids & questionnaires
Automation
rfp-finder
Bids & questionnaires
RFP Response Software
RFP Response
Every document the buyer asks for, from the files you drop in.
Drop the RFP files in the form below. Cobl lists the requirements and drafts every document the buyer asks for, from your past bids and company knowledge.
Bids & questionnaires
Asset
rfp-response
Bids & questionnaires
RFP Evaluation Software
RFP response analysis
For buyers: compare the RFP responses you received and prepare the award.
For buyers. Drop the offers you received in the form below. Cobl scores them on the RFP's own criteria and prepares a ranking you can defend.
Bids & questionnaires
Analysis
rfp-response-analysis
Bids & questionnaires
RFQ Response
RFQ response
RFQ answers priced from your price list.
Drop the RFQ files in the form below. Cobl prices each line from your price list and flags the specifications and terms that differ.
Bids & questionnaires
Asset
rfq-response
Proposals
ROI Calculator
ROI / TCO calculation
ROI and TCO with assumptions Finance can check.
Add the client's figures in the form below. Cobl calculates the ROI, total cost and payback period, with every assumption stated for Finance.
Proposals
Asset
roi-tco-calculation
Proposals
Sales Proposal Software
Sales Proposal
Proposals written from the deal, in your brand, ready to send.
Describe the deal in the form below. Cobl writes the proposal from your CRM, calls and emails, then lays it out in your brand, ready to send.
Proposals
Asset
sales-proposal
Bids & questionnaires
Security Documentation
Security & compliance documents
The security pack the buyer needs, from your files.
Add the buyer's requirements in the form below. Cobl assembles the security and compliance pack they need, and flags expired documents.
Bids & questionnaires
Asset
security-compliance-documents
Bids & questionnaires
Security Questionnaire Software
Security questionnaire
The buyer's grid filled in their own file, from your validated answers.
Drop the buyer's questionnaire in the form below. Cobl fills their own Excel or Word file from your policies and past answers, and flags what needs review.
Bids & questionnaires
Asset
security-questionnaire
Proposals
AI Sales Deck Generator
Slides deck
Sales decks built from the deal, in your template, exported to PowerPoint.
Tell Cobl in the form below what the deck is for. It builds the slides from your meetings, CRM and numbers, in your own template, and exports to PowerPoint.
Proposals
Asset
slides-deck
Buyer enablement
Solution Brief
Solution brief
A short solution brief, adapted to the account.
Name the solution and the account in the form below. Cobl writes a short brief on their problem, your solution, its scope and how it works.
Buyer enablement
Asset
solution-brief
Deal strategy
Fit Gap Analysis
Solution fit
Check needs against your real capabilities.
Add the client's requirements in the form below. Cobl checks each need against your real capabilities and shows the gaps and alternatives.
Deal strategy
Analysis
solution-fit
Deal strategy
Stakeholder Mapping
Stakeholder mapping
See who decides, who supports and who blocks in each deal.
Name the account or deal in the form below. Cobl maps who decides, who supports and who blocks, and shows the relationships you still need.
Deal strategy
Analysis
stakeholder-mapping
Deal strategy
Stakeholder Messaging
Stakeholder messaging
Adapt your message to each person in the committee.
Name the deal and the people in the form below. Cobl adapts your arguments, proof and request to what each stakeholder cares about.
Deal strategy
Asset
stakeholder-messaging
Proposals
Statement of Work
Statement of work
Scope, deliverables and acceptance criteria in one SOW.
Name the deal in the form below. Cobl writes the SOW with scope, deliverables, responsibilities, exclusions and acceptance criteria.
Proposals
Asset
statement-of-work
Bids & questionnaires
Proposal Review
Submission readiness
Check completeness and consistency before you submit.
Drop the RFP and your response in the form below. Cobl checks completeness, consistency and mandatory documents, and lists what to fix.
Bids & questionnaires
Analysis
submission-readiness
Bids & questionnaires
Technical Proposal
Technical memo
The technical memo in the buyer's plan, from your validated content.
Drop the RFP files in the form below. Cobl writes the technical proposal in the buyer's outline, from the content your team already validated.
Bids & questionnaires
Asset
technical-memo
Deal strategy
Why Change, Why Now, Why You
Three Whys
Why change, why now and why you, for each deal.
Name the deal in the form below. Cobl builds the 3 answers every buyer needs before deciding, each backed by proof from your content.
Deal strategy
Asset
three-whys
Deal strategy
Value Pyramid
Value pyramid
Link your offer to the client's strategic priorities.
Name the account in the form below. Cobl links their strategic priorities and initiatives to the problems your offer solves.
Deal strategy
Asset
value-pyramid
Buyer enablement
AI White Paper Generator
White paper
In-depth content from your own expertise.
Give the topic and audience in the form below. Cobl writes an in-depth, sourced white paper from your team's expertise, in your brand.
Buyer enablement
Asset
white-paper
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