Create a value model with ValueWizard

ValueWizard uses AI to generate an initial value model from guided questions about your company, audience, inputs, and outcomes. Use it when you want a quick starting point from a description rather than configuring every item manually.

ValueWizard is a one-time tool; it generates the model once at creation. To continue refining the model after that, use ValueStudio. The generated structure is a starting point, not a finished product; review all assumptions, formula logic, and labels before publishing.

See how it looks

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The quick way

1. Sign in to Value Factory and select Value Models.
2. Select + Create Value Model, then choose ValueWizard.
3. Complete Company & Offerings and Value Model Setup, then preview and generate.
4. Review and refine the generated structure in Value Model Configuration.
5. Test and publish. See: Test and publish a value model.

Do this step by step

Generate the model
 

Company & Offerings

1. Sign in to Value Factory (value.showpad.com) and select Value Models.
2. Select + Create Value Model, then choose ValueWizard.

3. In the Value Model Builder, complete Company & Offerings:

   • What is your primary goal today?: Select how the model will be used: For Lead Generation, For Qualified Prospect, or Both For Lead Generation and For Qualified Prospect.
   • Company: Your company’s name.
   • Domain: Your company's website domain.
   • Industry: Your company's industry.
   • Description: A short description of your company and what it does.
   • Offerings: The products or services the model will support. Type each offering and press Enter to add it. Each offering appears below the field with a delete icon; select it to remove an offering. 

   Note: ValueWizard uses AI to look up your domain and auto-populate company details. Review the pre-populated information carefully before proceeding. It may occasionally resolve to the wrong company and will need to be corrected manually.

4. Click Next.

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Value Model Setup

1. Who is your target audience for this value model?: Describe the roles and personas the model is built for, for example: Chief Revenue Officers, VPs of Sales.
2. What specific problem are you solving for your audience?: Describe the business challenge the model addresses.
3. Do you have a preferred tone for your value model?: Describe the tone, for example: consultative and analytical, or straightforward and direct.
4. Do you have any specific inputs that have to be captured?: Type each input and press Enter to add it. Each input appears below the field with a delete icon; select it to remove one.
5. Do you have any specific output buckets that should be shown to your audience?: Type each output group and press Enter to add it. Each entry appears below the field with a delete icon; select it to remove one.
6. What key metric matters most to your business?: Type the primary metric and press Enter to add it.
7. Click Next.

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Value Model Preview

The model has been generated and saved. A summary box at the top confirms this and offers three links to continue editing once you leave the builder:

• Value Model Configuration: Edit inputs and formulas
• Report Templates: Modify report content and data
• Branding Configuration: Apply specific branding to this value model

ValueWizard has also created initial report templates associated with the model: Preliminary (Opportunity Snapshot) and Qualified Lead (Value Hypothesis). You can review and edit these in Report Templates after you exit the builder.

Review the Value Model Inputs section below the summary box to confirm the generated inputs and groupings look correct before proceeding.

For detailed guidance on editing each tab, see: Build discovery items, inputs, and formulas.

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Troubleshooting