Create a business case
CreateSalesAll Revenue Teams
A structured approach to crafting a compelling business case, including ROI analysis, benefits alignment, cost estimation, and impact measurement to persuade stakeholders.
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 customer understand the value proposition and make an informed decision.
First, let me know the key details about the customer's business:
<customer_information>
{$CUSTOMER_INFORMATION}
</customer_information>
Next, provide an overview of the product or solution you have proposed:
<product_details>
{$PRODUCT_DETAILS}
</product_details>
To create the business case, follow these steps:
<scratchpad>
1. Identify the key benefits of your proposed solution and how they align with the customer's stated needs and priorities. Make notes on these benefits and their relevance.
2. Calculate the potential cost savings or revenue increase the customer could realize by implementing your solution. Consider factors like increased efficiency, reduced expenses, new revenue streams, etc. Document your assumptions and calculations.
3. Estimate the implementation costs, including one-time costs (e.g. software licenses, hardware, training) and recurring costs (e.g. maintenance, support). Research typical costs for similar implementations.
4. Calculate the projected ROI by comparing the expected benefits (cost savings/revenue increase) to the implementation costs over a reasonable time period (e.g. 3-5 years). Use a standard ROI formula:
ROI = (Net Benefits / Investment Costs) x 100%
</scratchpad>
Once you have gathered the necessary information and performed the calculations, present the business case highlighting the following:
<business_case>
- Key benefits and how they address the customer's needs
- Assumptions made in calculating costs and benefits
- Projected ROI over X years (specify the time period)
- Any additional advantages or competitive differentiators of your solution
Conclude by emphasizing the potential ROI and overall value your solution can deliver to the customer's business.
</business_case>
Let me know if you need any clarification or have additional questions as you work on creating the business case with ROI analysis.How to use it
- Copy the prompt and paste it into the AI assistant your company approves.
- Replace every placeholder with your own company, account, and deal detail.
- Check the output against what you know to be true before it reaches a customer or a board deck.
Need the full process rather than one prompt? See the Skills library.
Common questions
- What does the Create a business case prompt do?
- A structured approach to crafting a compelling business case, including ROI analysis, benefits alignment, cost estimation, and impact measurement to persuade stakeholders.
- Who uses this prompt?
- Sales, All Revenue Teams. Category: Create.
- How do I use it?
- Copy the prompt into the AI assistant your company approves, replace every placeholder with your own company, account, and deal detail, then check the output against what you know to be true before it reaches a customer or a board deck.
- Is it free to use?
- Yes. Every prompt in the library is free to copy and adapt.