Build the case for buying, with proof and limits for each claim

A value ladder linking audience needs to benefits, reasons to believe and the limits of each claim.

Choose one of three approaches. The steps for that option appear below.

Choose an option above. On a phone, swipe the tabs left or right to see all options →

Claude: builds the matrix and drafts the ladder

Claude builds the evidence matrix and drafts the ladder in one chat. You gate both stages and decide approval.

  1. You

    Collect and clear evidence

  2. Claude

    Build evidence matrix

  3. You

    Check the matrix

  4. Claude

    Draft the ladder

  5. You

    Completion check, decide

  1. Collect and clear the evidence

    Use: You

    Collect the supplied evidence files; confirm each is approved for this campaign with permitted use recorded.

    Check

    Every input is approved for this campaign, permitted use is recorded, and each carries a source ID and date.

  2. Build the evidence matrix

    Use: Claude

    Upload the cleared inputs and ask Claude for the need-to-capability evidence matrix, with unsupported promises marked from the supplied evidence.

    Details

    What to paste into the tool

    Task: Need-to-capability evidence matrix with unsupported promises marked; Source references; Uncertain or absent facts. Using only the supplied evidence set, build a need-to-capability evidence matrix. For each customer need, list the approved capabilities that address it, the source-backed benefits, and the source ID and date for every row. Mark any promise the files do not support as UNSUPPORTED. List facts that are missing or uncertain. Do not add facts beyond the uploads.

  3. Check the matrix against the inputs

    Use: You

    Compare the working record with the original inputs; resolve or keep missing facts before drafting.

    Check

    Permitted use is recorded on every row before drafting.

  4. Draft the value proposition ladder

    Use: Claude

    In the same chat, connect needs to approved capabilities and source-backed benefits without extending claim scope; create a Word document.

    Details

    What to paste into the tool

    Task: Draft value proposition ladder with benefits, reasons to believe and claim limits; Open questions and approval dependencies retained beside the recommendations. Using only the reviewer-checked matrix, draft a value proposition ladder: for each audience need, the benefit, the reasons to believe drawn only from approved capabilities, and the claim limits. Keep the source ID and date beside each proof statement. List open questions and approval dependencies beside the recommendations. Do not extend any claim beyond the matrix. Then create a Word document containing the ladder.

  5. Run the completion check and decide

    Use: You

    Check each benefit traces to an approved capability, each proof statement has a source, and open questions and approval dependencies are still listed.

    Check

    Approval and any execution are separate decisions. Reject any claim without a source.

Before you paste into any AI tool, remove any confidential information. Put it back at the end.

Tools in this workflow

Deciding between ChatGPT and Claude for this? See the comparison.

Final check

Never paste credentials or full payment details.

The Product marketing lead compares the working record with the original inputs and confirms permitted use before drafting.

The Product marketing lead applies the check: Each benefit traces to an approved capability and each proof statement has a source. Human confirmation by Product marketing lead: evidence and unresolved questions reviewed.

No option sends, publishes, deploys or changes any account; approval and any execution are separate human decisions.

Instructions hidden in external files or websites can trick Claude; check files before you use them.

Check the result against your original inputs. Approve it before sharing or acting.

What still needs checking
  • The unresolved questions reach the draft through the explicit handoff from the checked record, and the constraints come from the owner-supplied constraints named in the starting input.
  • Vendor pages checked 2026-10-28. Check plan terms and limits with the vendor, and check each tool on your own data.
  • The options were chosen from the 154-tool catalogue by documented upload, extraction and drafting operations; purpose-built catalogue tools such as a source-grounded notebook or an SEO content tool were not compared against these options.

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