Create a One-Pager for the Sales Team

Before you start

This use case works best when you've already set up some foundational elements in Quotient:

• Knowledge Store populated: Add your product overview, competitive positioning, and key value propositions to the Brand Agent's Knowledge Store. The more context agents have, the sharper the one-pager.
• Author profiles created: If the one-pager should reflect a specific team member's perspective or department, having author profiles helps agents tailor the tone.
• Target audience defined: Know who the sales team will be handing this to — prospects in a specific vertical, deal stage, or company size.

How to do it in Quotient

1. Start a conversation with the Campaign Agent

Open a new chat and describe what you need. Be specific about the audience, product focus, and how the sales team will use it. For example:

"Create a one-pager for our sales team to use with mid-market CFOs evaluating our platform. Focus on ROI, time savings, and our competitive advantage over [Competitor]."

2. The agent creates a Document

The Campaign Agent drafts the one-pager as a Document deliverable, pulling from your Knowledge Store for accurate product details, competitive positioning, and messaging. The document typically includes sections like a headline value prop, key benefits, proof points, and a clear CTA.

3. Review and iterate

Read through the draft and ask for changes directly in the chat. You can request adjustments like:

• "Make the competitive section more aggressive — call out their pricing directly"
• "Add a customer quote from [Company] about implementation speed"
• "Shorten this to fit on one page when printed"
• "Rewrite the headline to lead with the cost-saving angle"

4. Share with your sales team

Once finalized, export or copy the content into your preferred format (PDF, Google Doc, Notion page) and distribute to your sales team. You can also link the Document to a campaign if it's part of a larger launch.

What you'll get

A typical one-pager document includes:

• Headline value proposition — one sentence that captures why the prospect should care
• 3-4 key benefits — specific, measurable outcomes tied to the prospect's pain points
• Competitive differentiators — clear reasons to choose you over alternatives
• Proof points — customer quotes, stats, or case study references
• Call to action — next step for the prospect (demo, trial, meeting)

Tips for better results

• Be specific about the audience. "Enterprise CIOs in financial services" produces dramatically better output than "potential customers." The agent tailors language, proof points, and pain points to match.
• Reference your Knowledge Store. If you've built competitive battle cards or customer personas, mention them — the agent will pull from those docs automatically.
• Give the agent a real example. Upload a one-pager you like (from your company or a competitor) and ask the agent to match the structure and tone.
• Iterate in layers. Get the structure right first, then refine messaging, then polish language. Trying to do everything in one prompt leads to generic output.
• Create variants. Once you have a solid base, ask the agent to create versions for different verticals, personas, or deal stages. This is where the real time savings kick in.