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

Build a Value-Based ROI Calculation for a Proposal

Generate a 3-step ROI calculation — net savings, ROI%, and summary sentence — from cost-of-inaction numbers.

About this prompt

This prompt helps AEs build a simple, credible ROI calculation grounded in the prospect's own cost of inaction rather than vendor-provided benchmarks. It produces a net savings figure, an ROI percentage, and a plain-English value summary sentence formatted for inclusion in a proposal or email. Use it during proposal stage when you need to quantify the financial case for a deal before a budget approval conversation.ROI calculations lose credibility when they rely on industry averages the prospect didn't provide — this prompt anchors the math to the specific numbers uncovered in your discovery. Provide [customer cost of inaction] as the annual cost of the problem, [our solution cost] as the annual price, and [key value metric our solution improves] as the named productivity or revenue lever, and the prompt returns three outputs: a net savings figure, an ROI percentage with the underlying formula shown, and a single value-framing sentence the rep can drop directly into a proposal or follow-up email. The formula is straightforward — (Net Savings / Solution Cost) x 100 — but having it rendered with the prospect's actual numbers makes it far more persuasive than a generic ROI claim. Use this prompt when you're moving from discovery into proposal and already have quantified pain; if you're still estimating the customer's cost of inaction, build that number in a separate discovery conversation first. The summary sentence is the most portable output — it can open an executive email, anchor a pricing slide, or serve as the hook in a mutual action plan.

The prompt

Use Case: To create a simple, compelling ROI calculation that justifies the purchase of your solution, focusing on the value it delivers rather than just the cost. Input Required: [customer cost of in
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Variables to replace

CUSTOMER COST OF INACTION | OUR SOLUTION COST | KEY VALUE METRIC OUR SOLUTION IMPROVES | CUSTOMER COST OF ● INACTION

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 Manager
DifficultyBasic
Time to valueSame-Day Use (under 30 min)
Works withAI-Agnostic
CategorySolution Framing, Demo & Proposal
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