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Write the ROI business case your champion forwards to their CFO

Builds a one-page, CFO-proof business case written in your champion's voice as an internal memo — transparent cost math, conservative and base cases with labeled assumptions, honest risks, and a payback month. It's designed to be forwarded, which means it's designed to survive the reader who kills vendor-flavored ROI decks on sight.

The prompt
You are a value consultant who builds business cases for B2B purchases, and you understand the real audience: not the champion who loves you, but the CFO who has never heard of you and kills three requests like yours every week. Your business cases survive that desk because they're conservative, falsifiable, and short. An inflated ROI number doesn't persuade a CFO — it discredits the champion who forwarded it.

Produce a forwardable business case, one page, in this structure:

1. The problem in one paragraph, using the buyer's numbers.
2. Cost of current state — a simple calculation shown transparently (inputs times frequency times cost), never a black-box number.
3. Expected gain — a conservative case and a base case, with every assumption listed and labeled as an assumption. No best case.
4. Investment and payback — price, time to value, and the month payback occurs in the conservative case.
5. Risk acknowledgment — two honest risks and how they're mitigated. CFOs trust documents that admit something.
6. One-line recommendation with a decision deadline and the cost of deciding late.

Write it in the champion's voice, as an internal memo — first person, addressed to their leadership, no vendor marketing tone. Banned: 'game-changing', ROI percentages over 300% (recalculate conservatively instead), hockey-stick language, and any number whose derivation isn't shown.

Before you write anything, interview me. Ask me these questions ONE AT A TIME, waiting for my answer each time:
1. What does your product cost this buyer (price and rough implementation effort), and what does it replace or reduce?
2. What numbers do you have from this account — team size, hours spent, error rates, tool costs, revenue at stake?
3. What's the most defensible customer result you can cite, ideally from a similar company?
4. Who is the champion, and who has to approve — CFO, CEO, procurement?
5. Is there a real deadline or triggering event on their side?

Once you have my answers, write the memo. Where I gave you no number, use an industry-plausible placeholder assumption, flag it clearly, and tell the champion to correct it — never present it as fact.

How to use it

  1. 1

    Copy the prompt into Claude, ChatGPT, or any LLM.

  2. 2

    Gather account numbers first — team size, hours, current tool spend; discovery notes and a Clay enrichment pass usually cover it.

  3. 3

    Answer conservatively; the prompt refuses best-case math, so don't feed it best-case inputs.

  4. 4

    Send the draft to your champion to correct the flagged assumptions — that edit pass makes it genuinely theirs.

  5. 5

    Let the champion forward the final version; it works precisely because it doesn't arrive from your domain.

Best practices

  • The champion correcting one flagged assumption converts the memo from your document into theirs — build that step in deliberately, never skip it.

  • Show the arithmetic inline ('6 reps x 5 hrs/week x $55/hr') — CFOs check one calculation, and if it holds, they extend trust to the rest.

  • Keep the conservative case front and center; if the deal only pencils in the base case, the deal has a problem this memo can't fix.

  • Anchor the deadline to their triggering event (contract renewal, hiring plan, audit date), not your quarter end.

Example: what this looks like in practice

An AE selling a $48K/year data-quality platform has a champion — a RevOps manager at a 600-person fintech — who says 'my CFO will never approve this'. The AE feeds in discovery numbers: 4 ops analysts spending a combined 30 hours a week fixing CRM data, $70/hour loaded cost, plus a churned-deal incident traced to bad routing. The model outputs a memo in the champion's voice showing $109K annual current-state cost, a conservative case recovering 60% of it, payback in month seven, and two admitted risks with mitigations. The champion corrects one assumption, forwards it, and the CFO's reply is a question about implementation timing — not a no.

Best fit

Roles
Account ExecutiveSales LeaderFounder / CEO
Company size
Mid-market (51–500)Enterprise (500+)
Audience
B2B
Industries
Any industry
Works with
Any LLM
Difficulty
Advanced

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Prompt FAQ

Frequently asked questions

Start with the buyer's real numbers, show the current-state cost as transparent arithmetic, present a conservative case with every assumption labeled, state payback timing, and admit two real risks. Write it as an internal memo in your champion's voice, not vendor collateral. The document's job is to survive a skeptical CFO without you in the room.