Library/Solution Framing, Demo & Proposal/Business Case & ROI Development/Build a CFO-Ready ROI Business Case for a Deal
TestedSolution Framing, Demo & ProposalSame-Day Use (under 30 min)

Build a CFO-Ready ROI Business Case for a Deal

Generate a full ROI business case with cost analysis, three-scenario projection table, and CFO objection responses for

About this prompt

This prompt helps AEs and sales engineers construct a complete ROI business case using discovery notes and internal benchmark data. It produces an executive summary, a current-state cost analysis, a three-scenario projection table, and pre-built responses to the CFO objections that most frequently kill late-stage deals. Use it when a deal is moving toward economic buyer involvement and you need to put a defensible number in front of finance.Most ROI models fail with CFOs because they're built on undefended assumptions or reverse-engineered from the deal size rather than the customer's actual cost structure. This prompt builds upward from the customer's stated pain: it uses your benchmark data and discovery notes to construct a current-state cost analysis, then projects value across conservative, likely, and optimistic scenarios with explicit assumptions the rep can defend in the room. Key variables to populate: [COMPANY] with the account name, [NAME/SIZE/INDUSTRY] in the discovery section, [VERBATIM DESCRIPTION OF THEIR PAIN] using the customer's exact language, [RELEVANT KPIs] from the call, [BUDGET RANGE], and [DEAL SIZE]. Use this prompt when you're preparing for an economic buyer meeting or a formal procurement process — not in early discovery, where a rough value estimate is more appropriate than a full business case document. For best results, use the customer's exact language in the pain description field: the executive summary output mirrors their vocabulary back to them, which dramatically improves how credible the document feels to the buyer's internal stakeholders.

The prompt

Build a comprehensive ROI business case for [COMPANY] using our benchmark data from ROI_BENCHMARKS and the discovery information below. DISCOVERY NOTES: - Company: [NAME], [SIZE] employees, [INDUSTR
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Variables to replace

COMPANY|NAME|SIZE|INDUSTRY|VERBATIM DESCRIPTION OF THEIR PAIN|AMOUNT OR "UNKNOWN"|LIST|AMOUNT

How to run it

  1. Copy the prompt and paste it into Claude, ChatGPT, Gemini, or Copilot — it's tuned to run in any of them.
  2. Replace the variables — swap each bracketed token for your deal's specifics. The variables list above explains every field.
  3. Make it yours — run it, keep what's strong, and tighten your inputs on the next pass. The prompt improves with your context.

What good output looks like

Make it yours

StageProposal
SeatAE, Sales Engineer
DifficultyAdvanced
Time to valueSame-Day Use (under 30 min)
Works withAI-Agnostic
CategorySolution Framing, Demo & Proposal
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