Winbase is the deal playbook that runs underneath every FORGE conversation. Type a prospect name, get a brief that names the use cases, quantifies the pain in dollars, and hands your rep seven sales artifacts tailored to your portfolio — before the first discovery call.
Winbase is not a research tool you log into and browse. It runs a deterministic three-phase workflow against every prospect: data assembled, pain quantified, artifacts generated. The rep ends the session with a brief their AE can take into a Fit Call the same day.
Winbase pulls firmographics, recent filings, hiring signals, tech stack, leadership changes, and AI mandate signals from public sources. The rep adds anything they already know from their account history.
The Solution Space maps the prospect's vertical and operating model to three to five high-fit FORGE use cases. Each use case is sized in dollars — hours saved, revenue lifted, or cost avoided — anchored to the prospect's revenue band and headcount.
Seven sales artifacts are generated against the prospect — call script, exec one-pager, ROI model, technical fit map, objection handlers, Fit Call agenda, and follow-up sequence. Each carries your logo, not Softura's.
Every Winbase brief produces the seven artifacts a partner needs to run the Brief → Fit Call → SOW sequence without going back for support. The Solution Space is configured against your firm's portfolio at certification, so artifact recommendations match what you can actually deliver.
A board-ready PDF that names the prospect, the two strongest use cases, the dollar-quantified pain, and the FORGE tier sizing. Designed to be forwarded to a C-level sponsor without further editing.
A 30-minute call structure with the four questions that disqualify or advance the deal.
Editable spreadsheet pre-loaded with the prospect's revenue band, headcount, and per-use-case dollar assumptions.
Architecture diagram showing where FORGE plugs into the prospect's existing stack. Flags integration risks.
The six objections this vertical raises most often, with the answer that closes each one.
A 90-minute working agenda for the joint SA call. Decisions made by minute 75, next steps by 90.
A six-touch email and call cadence over 21 days, ending with the SOW deadline.
Most partner sales motions stall before the first call because the rep does not have the time or the AI fluency to build a credible point of view on a prospect. Winbase removes that bottleneck. The Solution Space already knows the FORGE economics, the vertical use case patterns, and the sales artifacts that move a deal — the rep brings the account knowledge, the tool brings the rest.
Partners who use Winbase qualify a prospect into or out of FORGE in a single call, not three. Deals that survive that call close in 60 days because the executive sponsor read a numbered ROI before the SA ever joined.
Briefing time per prospect — replacing the 3–5 days a partner SE typically spent assembling firmographics, sizing use cases, and writing call prep by hand.
Generated per brief — call script, exec one-pager, ROI model, fit map, objection handlers, Fit Call agenda, follow-up sequence.
Median time from first Winbase brief to signed SOW for SPARK-certified partners running the standard FORGE motion.
The Solution Space is tuned to the same four verticals where FORGE is sold and delivered. Out-of-vertical briefs are flagged at the Assemble stage — vertical concentration is what makes Winbase, FORGE, and the partner margin work together.
Clinical operations AI, claims and revenue cycle, patient flow, regulatory compliance. Pain quantified in claim turnaround days, readmission rates, and revenue cycle leakage.
Predictive maintenance, quality AI, supply chain optimization, production scheduling. Pain quantified in unplanned downtime hours, scrap rate, and on-time delivery.
Fraud detection, transaction AI, underwriting automation, compliance monitoring. Pain quantified in basis points of fraud loss, underwriting cycle time, and compliance FTE.
Document AI, knowledge automation, client intelligence, billing and time-capture AI. Pain quantified in non-billable hours and realization rate.
A board-level AI mandate with a deadline attached. The prospect is past explore and now under pressure to ship — the strongest single signal in the model.
Public evidence of pilots that did not reach production. Pilot fatigue. Winbase scores this from press, hiring patterns, and analyst commentary.
Recent cloud or data platform modernization. Not a prerequisite — but it shortens the time to first production model from twelve weeks to eight.
A named executive sponsor with budget authority and tenure. Winbase surfaces likely sponsors from filings, press, and LinkedIn signals.
Winbase plugs into the FORGE sales motion at the Brief stage. Everything that happens after — the Fit Call, the SOW, the engagement — is downstream of the quality of the brief. Get this step right and the rest is execution.
Identify AI mandate signals in existing client conversations.
12-minute brief. Pain in dollars. Seven artifacts ready.
90 minutes. SA + rep + client. Yes / no / later by minute 75.
Tier sized, PULSE plan, sponsor confirmed. Signed within a week.
Phase 0 begins on signature. Commission starts day MRR invoices.
Winbase is unlocked at SPARK certification. Certification runs every other week — five days of structured enablement on the Solution Space, the FORGE sales motion, vertical use case patterns, and live deal coaching with the partner success team. Most partners run their first Winbase brief in week one and close their first FORGE deal within 90 days.
|
Talk with an Expert
|