Customer ROI Calculator

🎯 When to Use This Tool

Use this after discovery call when you understand their pain but before presenting pricing. ROI analysis should justify the investment before you quote a number. Never lead with price - lead with value.

✅ Best Practices

• •Use THEIR numbers, not yours - Ask "What's your current hourly cost?" Don't assume. Your guess of $45/hour might be their $65/hour reality.
• •Be conservative with savings estimates - Promise 60% time savings and deliver 75%. Better than promising 90% and delivering 60%.
• •Walk through ROI analysis WITH prospect, not AT them - Build the model together in a call. "Does 5% error rate sound right?" Gets buy-in.
• •Include intangible benefits section - Calculator shows hard savings. Separately mention employee satisfaction, faster time-to-market, competitive advantage.

🚨 Common Mistakes to Avoid

• ✗Over-promising ROI to close the deal - Claiming 500% ROI might win the sale but kills renewals when reality is 150%.
• ✗Ignoring implementation costs - Don't show only subscription fees. Include Year 1 implementation + training costs for realistic payback period.
• ✗Forgetting to account for partial automation - Rarely does AI eliminate 100% of manual work. 60-80% reduction is more realistic.
• ✗Presenting ROI without validation - Get prospect to confirm: "Does this analysis reflect your situation accurately?" before circulating to CFO.

🔗 Combine with Other Tools

• →Discovery Questions - Use discovery call to gather FTE count, hourly costs, error rates needed for ROI calculator
• →SOW Generator - After ROI is approved, use SOW tool with same cost numbers to maintain consistency
• →Competitive Positioning - When facing "too expensive" objection, pull out the ROI report showing 8-month payback