Library/Solution Framing, Demo & Proposal/Business Case & ROI Development/Build ROI Business Case From Customer Data
TestedSolution Framing, Demo & ProposalSame-Day Use (under 30 min)

Build ROI Business Case From Customer Data

Build a structured ROI business case with cost savings, implementation costs, and projected return.

About this prompt

This prompt helps AEs and Sales Engineers construct a formal ROI analysis to support a buying decision. It takes customer business data and product details as inputs and produces a structured business case covering key benefits, cost-savings calculations, implementation costs, and projected ROI over a three-to-five-year horizon. Use it when a prospect needs financial justification to secure internal budget approval and you have enough discovery data to populate the inputs honestly.An ROI business case only holds up in front of a CFO if the numbers are grounded in the prospect's actual situation — this prompt is built around that constraint. You supply {$CUSTOMER_INFORMATION}, which should include current costs, team size, process inefficiencies, and any metrics the prospect has shared in discovery, and {$PRODUCT_DETAILS}, covering what your solution does and how it addresses those specifics. The prompt then structures the analysis through five steps: identifying aligned benefits, calculating savings or revenue impact, estimating implementation costs, projecting ROI using a standard formula, and presenting the case with your competitive differentiators. The quality of the output depends entirely on the quality of the inputs — if your discovery surfaced vague pain without quantification, run a discovery deepening prompt first to extract numbers before attempting this. Use this prompt for mid-to-late-stage deals where budget approval is the blocker, not for early-stage calls where surfacing ROI too early signals you're jumping to pitch. The practical tip worth following: ask the prospect to validate your assumptions before you formalize the document, since a business case they helped build is far more defensible internally than one you handed them.

The prompt

Your task is to help create a compelling business case with a return on investment (ROI) analysis for a product or solution you have presented to a customer. A well-crafted business case can help the
The rest of this prompt is Pro.Copying the full text is Pro. Browsing stays free, and 100 prompts are free in full.
Start Pro — $4.99/monthSee the free prompts
Copy prompt
☆ Save to library
Send to a teammate
Email it
Link copied — paste it in Slack
Open in
ClaudeChatGPTCopilotGemini
Copying the full text is Pro.

Variables to replace

CUSTOMER INFORMATION | PRODUCT DETAILS

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
Promptifi ProFull text of all 2,900+ prompts, every workflow, unlimited saves.Start Pro — $4.99/moor $99 once, lifetime
You're ProFull library open. Copy, save, and chain anything.
More from the library

Reps who ran this also ran.

Evaluation
PRO

Write Live-Call Rebuttals for Three Common Objections

This prompt produces natural-sounding spoken rebuttals for up to three sales objections, each under 50 words and built for use in a live call rather than a written response. It is built for AEs, inside sales reps, sales managers preparing coaching material, and founder-led sellers who need to handle recurring objections consistently. Use it when you have identified the specific objections your deals run into and want structured, ready-to-speak responses.

AE, Inside Sales, Sales Manager, Founder-Led SellerAI-Agnostic
Open →
Discovery
PRO

Extract Deal Intelligence from Call Transcript

This prompt helps AEs and Sales Engineers extract structured deal intelligence from a discovery or qualification call transcript. It produces a stakeholder map, key intelligence summary, current-state environment snapshot, red and green flags, MEDPICC scoring with rationale, and prioritized next steps. Use it immediately after any prospect call where you need to update your CRM, align internally, or prepare for the next conversation.

AE, Sales EngineerAI-Agnostic
Open →
Prospecting
PRO

Generate 10 Angle-Diverse Cold Email Variants Under 75 Words

This prompt generates ten cold email variants — one per named angle — each under 75 words, built around a no-oriented question and an easy out. It is designed for SDRs, BDRs, and AEs who need a full A/B test suite for a specific persona and industry without duplicating approach or question type. Use it when you are launching a new sequence and want to cover the full angle spectrum before committing to a primary message.

SDR,BDR,AEAI-Agnostic
Open →

Stop rewriting. Start closing.

Browse the librarySee pricing
Copy prompt
Start Pro — $4.99/mo