Library/Solution Framing, Demo & Proposal/Business Case & ROI Development/Build a One-Page Champion-Ready Business Case from Discovery
TestedSolution Framing, Demo & ProposalQuick Win (under 10 min)

Build a One-Page Champion-Ready Business Case from Discovery

Generate a structured, one-page business case that maps your solution to the client's stated goals and calculates a

About this prompt

This prompt helps AEs and sales engineers build a business case document a champion can share internally to drive the buying decision forward. It produces a one-page document covering the client's strategic goals, solution-to-priority alignment, quantified outcomes using the prospect's own metrics, a 12-month ROI with stated assumptions, risks of inaction, and a recommended phased approach. Use it after discovery when you have enough inputs to build a credible financial narrative.Champions rarely lose internal deals because the value wasn't real — they lose because they can't articulate it in their organization's language. This prompt generates a one-page business case for [CLIENT COMPANY] by combining three inputs the rep provides: [PASTE NOTES] from discovery conversations, [METRICS] the prospect shared directly, and [PRICE]. From those inputs it builds a document that ties your solution to the client's top two or three stated strategic priorities, quantifies outcomes using their own numbers rather than vendor benchmarks, calculates a 12-month ROI with explicit assumptions, and identifies the cost of doing nothing. The single most important input is [METRICS] — vague inputs like 'they want to save time' produce generic output; specific inputs like '14 hours per week per rep lost to manual data entry' produce a business case the champion can defend in a CFO review. Use this prompt when you're moving from evaluation into procurement and the champion needs internal air cover; it is not a substitute for a full CFP or RFP response, which requires more detail per requirement than a one-pager can hold.

The prompt

Generate a structured business case using insights from our deal conversations with [CLIENT COMPANY]. Using the inputs below, create a document that: 1. Summarizes their strategic initiatives and stat
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Variables to replace

CLIENT COMPANY|PASTE NOTES|METRICS|PRICE

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 valueQuick Win (under 10 min)
Works withAI-Agnostic
CategorySolution Framing, Demo & Proposal
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