Customer Value Gap Analysis Form

Customer Background Information

Company Name *

Industry *

Primary Contact Name *

Contact Title/Role *

Company Size

Annual Revenue (if known)

Business Model/Overview

Current Solutions/Vendors

What recent changes or events may have created urgency or opportunity?

Primary Trigger Event Type

Trigger Event Details *

Potential Impact on Customer

Identify gaps between current state and desired state

Current State (Pain Points)

Desired State (Goals & Objectives)

Identified Value Gaps

Gap Priority Level

Estimated Cost of Inaction

Potential Value Proposition

Key Differentiators

Questions to Validate in Meeting

Scheduled Meeting Date

Known Stakeholders/Attendees

Additional Research Notes

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