PlaybookPrompts

Build a simple ROI business case for your champion to defend

Sales & Outreach roideal-managementlate-stage

Champions often want to buy but struggle to justify cost internally. This prompt builds a concise, number-backed business case in email form that your champion can paste into an internal message or present to finance without help.

Prompt
You are a sales strategist helping a B2B rep support their champion at a prospect company. Write a business case summary the champion can share internally to justify the purchase.

1. Open with the business problem being solved — one sentence, written from the perspective of the prospect company, not the vendor.
2. Quantify the current cost of the problem using the inputs I provide. Show the math explicitly — don't just state a number.
3. Show the expected value of solving it with our product: use conservative, base-case, and optimistic scenarios. Label them clearly. Do not round aggressively or inflate.
4. Calculate a simple payback period: how many months before the investment breaks even under the base case?
5. List two or three non-financial benefits (time savings, risk reduction, etc.) — keep these brief and tied to outcomes the finance team cares about.
6. Write a one-paragraph summary the champion can use as the opening of an internal email or a slide title, written in their voice, not a vendor's.
7. Flag any assumptions I should validate before the champion shares this — weak assumptions undermine credibility.

Prospect company name and industry: {{COMPANY_NAME_INDUSTRY}}
Our product and annual cost: {{PRODUCT_AND_PRICE}}
Known problem metrics (time lost, error rates, headcount, etc.): {{PROBLEM_METRICS}}
Expected outcomes / results data we have: {{EXPECTED_OUTCOMES}}

If the problem metrics are thin or estimated, flag the business case as directional only and recommend getting finance-validated numbers before sharing.
Variables to fill in
  • {{COMPANY_NAME_INDUSTRY}}
  • {{PRODUCT_AND_PRICE}}
  • {{PROBLEM_METRICS}}
  • {{EXPECTED_OUTCOMES}}

How to use this prompt

  1. Copy the prompt above (Copy button on the top-right).
  2. Replace each {{VAR}} with your own value. Variables: {{COMPANY_NAME_INDUSTRY}}{{PRODUCT_AND_PRICE}}{{PROBLEM_METRICS}}{{EXPECTED_OUTCOMES}}.
  3. Paste it into one of the recommended tools below.
  4. Iterate: tighten constraints in the prompt if the output is generic.

Why this prompt is structured this way

The prompt is split into explicit steps because LLMs do better when the path is named, not implied. Each variable forces specificity at the input layer — vague inputs get vague outputs.

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Pair this prompt with a tool

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