Process Guidelines | Hero
Process Guidelines

Structured sales outputs, on demand.

A library of ready-to-use templates ships with every org. Reps invoke them with a slash command. Admins enable, edit, or build their own from scratch.

  • Default templates out of the boxThe same trusted structures sellers relied on — now fully editable.
  • Slash command invocationType / in any Space chat for guaranteed structure.
  • Admin-controlled activationEvery default ships disabled until your team approves it.
Hero
Try a Process Guideline — type / to pick one with guaranteed structure.
Process Guidelines 6 available
/stakeholder-map Buying committee map
/value-case Business case & ROI
/deal-review Health, risks & next actions ↵
/solution-doc Tailored solution document
/battle-card Live competitive positioning
+ 1 more ↑↓ to navigate · ↵ to select
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The Defaults

Templates ready the moment you turn them on.

Every org starts with the same Process Guidelines. Admins enable, edit, or extend them — sellers invoke them with a slash command.

Stakeholder Map
/stakeholder-map
Key players (decision-makers, influencers, blockers, champions) — who they are, what they care about, and where risk exists.
Value Case
/value-case
Clear business case tying your solution to customer goals — quantified impact for economic buyers.
Deal Review
/deal-review
Snapshot of deal health — risks, gaps, and next best actions to move forward.
Solution Doc
/solution-doc
Tailored solution overview — maps requirements to capabilities, proof points, and implementation.
Battle Card
/battle-card
Real-time competitive intel — differentiators, objections, and counters for live deals.
Mutual Plan
/mutual-plan
Shared close plan — aligned timeline covering validation, procurement, and key milestones.

Need something different?

Admins can edit any default or build new guidelines from scratch.
Talk to us about how to shape Process Guidelines around your team's playbook.

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