Collateral

Educate, engage, convert

Develop a library of sales, marketing and investor materials. Drive new revenue, increase customer retention and raise capital.

Plan your collateral in 3 steps

Set objective

Drive engagement
Build trust
Get customers
Grow accounts
Secure funding
Share insights

Define audience

Prospects
Leads
Customers
Investors
Advisors
Partners
Internal Teams

Select format & topics

Pitches
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

Boost 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 decisions
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 customers to empower 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

Communicate vision and strategy
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 Scoring

Prioritize important projects

Limited resources? Use RICE scoring to focus on high-impact collateral.

Book a 30min
intro call

Chat with our founder,
Tessa Scordio
Schedule call
Prefer to email? hello@cmospot.com
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