services | decision packets

Winning the Room
Building Your Decision Packet

Give the people considering your product the evidence they need

Whether it is a hospital’s Value Analysis Committee, a partner’s procurement team, or a board considering a new vendor, each group seeks supporting evidence for a decision. We build a compelling and visually appealing case for your product, grounded in primary research and including all the essential information decision-makers need to say yes.

Reduce the need for the founder to be in the room

A strong Decision Packet does the persuading for you. We turn your value proposition into a concise set of compelling materials with eye-catching images that share the value story, supporting evidence, pricing terms, and ROI. This synthesis supports the champion in the room to make a case for you.

What is a Decision Packet?

A Decision Packet is the evidence-backed written document laying out the key information a group needs to approve a purchase or partnership decision, developed specifically for the audience reviewing it. For hospitals, this often takes the shape of a Value Analysis Committee (VAC) Packet: the bundle of clinical evidence, cost justification, and comparison data a VAC needs to approve a new product or service.

Why bring in an outside team to build your Decision Packet?

Founders and internal teams know their product inside and out but may not know what a specific committee needs to see, what structure the document should follow, and what language speaks best to the audience. We specialize in translating your value proposition into the evidence, format, and financial framing that best aligns to the decision-maker, including conducting primary research to ensure the Decision Packet meets audience expectations.

How does primary research reduce risk?

Every stalled sale or partnership shares a root cause: someone in the room didn't get the evidence they needed to say yes. A draft Decision Packet is built and validated through primary research; by the time it reaches the committee, it's already been tested against the questions, objections, and budget sensitivities of people like them.

What we do
Through our Decision Packet process we...

Each phase builds toward a complete, validated summary your champion can carry into the room. You stay in control of the strategy and the story – we do the research, synthesis, and design work to get it there.

Capture Your Decision Landscape

We start by understanding your goal, your product's readiness, and which decision-making group or groups you aim to reach. Whether it's a VAC, a partnership committee, or a board, we align to the audience before beginning to build.

Build the Value Story

We translate your product's value into the financial and clinical/operational terms that matter to this specific audience. This value may be expressed in cost savings, risk reduction, time saved, or revenue opportunity, described in their industry’s language.

Structure the Financial Case

Using what we learn, we model pricing, terms, or budget justification against real feedback and comparable alternatives, so the numbers hold up under committee scrutiny. We develop custom ROI calculators when appropriate.

Draft the Decision Packet

We synthesize the value story, evidence, and financial case into the packet format your target committee expects. This format may be a VAC Packet for hospitals or an equivalent structure for partnership or procurement review.

Validate with Primary Research

Before anything goes final, we develop a research instrument and test the Decision Packet directly with real decision-makers or reviewers who are similar to the people in your target audience. This feedback feeds into our iteration and finalization of the document, addressing any gaps or discrepancies.

Hand Off and Equip Your Team

You leave with a refined packet ready to present plus the context to defend it. A representative or champion can carry it into the room, lessening the need for your founder to be there for every conversation.

How we do it
Our process includes...

We bring a work flow and structure yielding a high quality Decision Packet that aligns to your target committee or decision-maker’s evidence and informational needs.

Decision Packet Alignment

Before we build anything, we align on your goal, your product's current sales or adoption motion, and which decision-making body you're targeting. We reveal the key questions, objections, and budget factors for your audience.

Pricing and Deal Structure Modeling

We model your pricing or terms, which may be per-unit, tiered, milestone-based, or licensing, against real buyer feedback and comparable deals, so the number in your Decision Packet is one your audience has already implicitly validated.

ROI and Value Calculators

We build a quantified savings or return model specific to your product and your buyer's cost structure, so the financial case stands on its own. These can be interactive calculators enabling the decision-maker to customize their inputs.

Packet Design and Visual Formatting

We design your Decision Packet for visual impact, using consistent layouts, data visualizations, and imagery so the value story is easy to follow at a glance. The Decision Packet will be both informationally complete and presentation-ready.

Primary Research

We develop and administer structured surveys or interview guides designed to gather honest, comparable feedback from real reviewers who are in positions similar to those in your target audience. These research instruments pressure-test the draft Decision Packet.

Decision Packet Finalization

With the feedback from primary research, we finalize your value story, evidence, and financial case into a polished format built for the specific decision-making body you're targeting.

Frequently Asked Questions

How long does a Decision Packet project typically take?

From start to finish, we average about a 4 month process, but this can be sped up or slowed down depending on the circumstances. Some timing questions to consider:

How defined is your target decision-maker or committee?
If you already know the specific committee or buyer type, and have some existing signal (past demos, inbound interest, informal feedback), we can move faster. If the target audience is still unclear, we'll need more time upfront to identify it.

How accessible are the people we need for primary research?
The primary research phase will give highest quality feedback if we engage with people similar to your target audience. Their accessibility can speed up or slow down this step of the process.

Your team's availability throughout the process
Your input in each phase ensures the final packet reflects your product, perspective, and goals accurately. Limited availability to review drafts or provide input will extend the overall timeline.

How much does a Decision Packet project typically cost?

We work with you to custom-fit the project to meet your needs and budget realities. Some questions we’ll discuss with you, when we explore a new project:

How much existing information is available for your product?
Existing information accelerates our drafting process, including a value story, product or service visuals, competitor landscape analysis, and pricing research. We can determine together if there are gaps and build in additional steps, if needed, so that your Decision Packet is complete.

Do you want a limited or more expansive project?
We can work with you to develop options that range from a budget-friendly, essentials-only approach, such as delivering frameworks and completed research instruments, to a more in-depth project that can include a hosted online calculator and multiple formats of the Decision Packet (e.g., presentation, print and digital documents).
If I were to describe Trig, it would be friendly, professional, efficient, creative, and invested. I found the competitive brand analysis to be the most impressive aspect of the brand development process and had never seen anything like it before. It started with a conversation and not just throwing out cool ideas. They really got to know me and did their due diligence to get to the solution. Trig is passionate about what they do. They make clients feel comfortable and feel qualified to be a part of the design process. There’s nothing Trig could have done differently—I’ve been so pleased.
Inez Ribustello
TBC

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