One offer. One shared page.
Start with one buying situation. Write what you know and mark what still needs evidence. Saving is optional and stays in this browser. Nothing you enter is sent to us. Download a copy if you need to share or keep it.
View a filled example: industrial services
A fictional draft with a real kind of blocker: the asset list is missing. All eight fields contain working notes, including the evidence still needed.
- Buying moment
- ILLUSTRATIVE EXAMPLE: A plant has a maintenance shutdown in eight weeks. It needs compatible replacement parts ready before work starts.
- People and decision
- Engineering confirms compatibility. Operations approves the shutdown plan. Procurement approves the supplier and terms. The plant manager approves the budget. Engineering still needs to supply the asset list.
- Outcome offer
- Shutdown readiness assessment for one agreed asset list. Deliver a compatibility matrix, parts list and proposed schedule, including unresolved dependencies. Installation and promised savings are excluded. Quote the assessment after reviewing the list. Accept the work when every listed asset has a documented finding and each unresolved item has an owner.
- Evidence
- Required: current manufacturer specifications and availability confirmation. Sources have not yet been collected in this example. No customer result or savings claim is available. Engineering must verify compatibility; procurement must confirm availability before an order.
- Recognisable signals
- Use the offer name “Shutdown readiness assessment” and the supplier’s existing logo, colours and document layout on the page, quote and parts list. Keep asset identifiers consistent.
- Path to purchase
- The buyer sends the asset list and shutdown date to the named sales contact. Sales confirms whether the request is complete, then prepares the assessment quote. Engineering receives the compatibility matrix; procurement receives terms and availability. Each document has a version date.
- Measure and next action
- Record working days from complete enquiry to usable quote. Establish the baseline from comparable past enquiries before setting a target. After delivery, record whether the assessment met the agreed acceptance criteria. Sales operations owns the record.
- Next decision and open questions
- NEXT DECISION: Can procurement commission the assessment? BLOCKER: The asset list is missing, so scope and price remain open. OWNER: The plant’s engineering lead supplies the list before the quoting meeting. Sales then confirms scope, price and timing. REVIEW: Procurement checks that the quote includes exclusions and acceptance criteria before approval. This example is still awaiting evidence.
Go to the five-question buying check ↓
The buying check: hand it to the next person.
Give the offer page or decision pack to someone who did not help write it. Let them read it without explaining it first. Ask these five questions and record where they need help.
- What exactly would you commission? Ask the reader to describe the outcome, scope and exclusions in their own words.
- Why should you believe the claim? Have them locate the source and name the conditions. Record missing evidence.
- Who else needs to agree? Ask which colleague must approve and what that person still needs.
- What happens next? Have them identify the next action, contact and information required to obtain a price or proceed.
- What would stop you? Write down the first unresolved objection. Assign an owner and a review date before adding more material.
Record the outcome in field 08. A colleague can check clarity; an actual buyer can also challenge relevance. A completed canvas is a draft until the material and commitments have been checked.
Use it in a workshop
Bring someone from sales and delivery. Fill in the canvas together, then ask a colleague unfamiliar with the offer to explain it back. Assign one owner to the first unresolved question. Internal workshop use is permitted with attribution to Kill the Dragon.