Business case template

Give your reps a repeatable business case template with ROI inputs, customer goals, and decision drivers they can tailor for every deal.

Prompt template

Draft a universal business case template my reps can use for customer-facing deals. Include:


– Executive summary section with customer goals and success criteria placeholders
– ROI inputs: baseline metrics, projected impact, cost savings, revenue lift
– Key decision drivers: risk reduction, efficiency gains, compliance, growth potential
– Comparison section: current state vs. future state with our solution
– Objection handling: space to address common concerns
– Next steps: evaluation plan, timeline, decision criteria


Make the template structured, easy to customize, and formatted for customer-facing use.

Preview

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