Why Properties Matter
Properties solve three critical problems:1. Discovery Efficiency
When creating a business case, sellers need to find relevant use cases fast. Properties let them filter by industry, persona, or value category instead of scanning an entire library.2. AI Relevance
Minoa’s AI uses properties to suggest use cases based on deal context. If you set a use case property to “Healthcare” and “CFO,” it’ll surface when sellers work healthcare deals or present to finance leaders.3. Library Organization
As your Value Framework grows, properties provide structure. New team members can navigate your library logically instead of guessing which use cases apply to their deals.Well-structured properties lead to better AI suggestions, faster business case creation, and more relevant value quantification.
Common Property Categories
Most companies organize properties into a few standard categories. You can create custom categories that fit your business, but these are the most common:Industry
Categorize use cases by the industries they best serve:- Healthcare
- Financial Services
- Manufacturing
- Retail
- Technology
- Professional Services
Persona
Indicate the buyer role that cares most about this outcome:- CFO / Finance
- CTO / IT
- VP Operations
- Head of Sales
- Compliance Officer
- Customer Success Leader
Value Category
Group use cases by the type of business outcome:- Cost Reduction
- Revenue Growth
- Risk Mitigation
- Efficiency Improvement
- Quality Enhancement
Product or Solution
If you have multiple product lines, indicate which solution delivers the value:- Platform Core
- Analytics Module
- Integration Suite
- Professional Services
Creating and Managing Properties
Setting Up Property Categories
Before creating individual property values, define your property categories. These are the groupings (Industry, Persona, Value Category) that organize your properties.Navigate to Properties
Go to Settings → Value Framework → Properties. This section is available to workspace admins.
Create a property category
Click “New Category” and give it a clear name like “Industry” or “Buyer Persona.” Add a description to help your team understand when to use properties from this category.
Add property values to the category
Within each category, create individual property values. For an “Industry” category, you might add Healthcare, Financial Services, Manufacturing, etc.
Once your properties are created, they’re available across your entire Value Framework and inform AI suggestions.
Property Naming Best Practices
- Use buyer-friendly language – “Financial Services” not “FINSERV_VERTICAL”
- Be specific but not overly narrow – “Mid-Market” is better than “501-1000 Employees”
- Stay consistent with terminology – Pick “Head of Sales” or “VP Sales,” not both
- Avoid redundancy – Don’t create “Healthcare” and “Health Care”
Using Multiple Properties per Use Case
Most use cases deserve multiple properties across different categories. For example: Use Case: “Reduce Time Spent on Financial Reporting”- Industry: Financial Services, Healthcare
- Persona: CFO, Controller
- Value Category: Efficiency Improvement, Cost Reduction
- Product: Analytics Module
There’s no limit to how many properties you can apply to a use case. Prefer completeness over leaving relevant connections undiscovered.
Using Properties as a Seller
When sellers create business cases, properties appear in the use case selection interface:Filtering by Properties
Sellers can filter the use case library by any property:- “Show me use cases for Healthcare”
- “What use cases work for CFOs?”
- “Which use cases drive Risk Mitigation?”
Browsing Property Groups
The use case selection interface groups use cases by properties, making it easy to explore:- See all Healthcare use cases together
- Browse by persona to find stakeholder-specific value
- Filter by product line when building solution-specific business cases
Managing Your Property Library
Keeping Properties Current
As your business evolves, your properties should too:- Add new properties when entering new markets or launching products
- Consolidate redundant properties if you’ve created similar values with different names
- Retire unused properties that no longer apply to your value framework
- Update use case properties as positioning or target audiences shift
Property Usage Insights
Monitor which properties are most commonly used:- Frequently used properties indicate strong product-market fit in those segments
- Rarely used properties might indicate gaps in your use case library
- Missing properties that sellers ask about reveal opportunities to expand
Best Practices
Start with 2-3 core property categories
Start with 2-3 core property categories
Industry and Persona properties deliver the most value immediately. Add more categories as your library grows and patterns emerge.
Set properties from the buyer's perspective
Set properties from the buyer's perspective
Use industry names buyers use (“Financial Services”) not internal codes (“FINSERV”). Think like a seller, not a product manager.
Apply 3-5 properties per use case
Apply 3-5 properties per use case
Under-specifying makes use cases hard to discover. Overloading dilutes relevance. Aim for 3-5 properties across different categories.
Involve sellers in category definitions
Involve sellers in category definitions
Sellers know how they think about deals. Ask them how they’d naturally categorize use cases, then build properties that match their mental models.
Document your property strategy
Document your property strategy
Create simple guidelines for your team: “Use Persona for buyer job titles” or “Industry should match Salesforce industry picklist values.”
Test AI suggestions after updating properties
Test AI suggestions after updating properties
Create sample business cases for different buyer scenarios. Verify that AI suggests the use cases you’d expect. Adjust properties if not.
Common Questions
How many property categories should we create?
How many property categories should we create?
Most companies use 3-5 categories: Industry, Persona, Value Category, and optionally Product Line or Company Size. Start with fewer, add more as needs emerge.
Can sellers create their own properties?
Can sellers create their own properties?
Property creation is typically restricted to admins to maintain consistency. Sellers can suggest new properties through feedback channels.
What happens if we change a property name?
What happens if we change a property name?
Changing a name in the value framework updates it for all use cases that reference that property. New business cases will use the updated name. Existing business cases keep the wording they had when they were created; you can edit the property on each business case if you want those to match.
Should every use case have every type of property?
Should every use case have every type of property?
No. Some use cases are universal and don’t need industry properties. Others are product-specific and don’t need persona properties. Set what’s relevant, not exhaustively.
How do properties interact with variants?
How do properties interact with variants?
Each use case variant can have its own properties. A Healthcare variant of a use case gets Healthcare properties; an SMB variant gets SMB properties. This ensures AI suggests the right variant for each deal.
Can we import properties from our CRM?
Can we import properties from our CRM?
While you can’t directly import properties, we recommend aligning your property names with CRM fields (like Industry picklist values) for consistency across systems.
Setting Up Your First Properties
Ready to organize your use case library? Here’s where to start:- Identify your 2-3 most important property categories (likely Industry and Persona)
- Create 5-10 property values within each category
- Review your existing use cases and apply relevant properties
- Test AI suggestions by creating sample business cases
- Gather seller feedback on whether suggested use cases feel relevant
- Refine properties based on what’s working and what’s missing
- Document your property guidelines for the team
With well-structured properties, your sellers will spend less time searching and more time having conversations that matter.