The Economic Case for [Product]
Executive Summary
Thank you for the opportunity to partner with [CLIENT_NAME] to help you achieve [desired business outcome].
As we’ve spoken with [CHAMPION_NAME] it has become clear that there is an opportunity to improve [relevant business metric].
In summary:
- 1.Articulate the problem, where possible using language you’ve heard from your champion
- 2.The challenge stems from underlying reasons A, B & C.
- 3.A sharp statement about why this is important to address now or the implication of not solving the
Working with [CHAMPION_NAME] we have arrived at an offer for [YOUR_SOLUTION] that we believe addresses the challenge of [CHALLENGE] and has the potential to [MEASURABLE OUTCOME].
This page serves to help you make an informed decision about this investment and the economic impact it can have provide [CLIENT_NAME].
Please refer to the [PROPOSAL_LINK] for a full breakdown of the solution and offer. A short product demo can be found below for reference.
Best Wishes,
(YOUR_NAME), (YOUR_COMPANY)
Product Demo
Driving Value with [SOLUTION]
We understand that all companies, including [CLIENT_NAME] expect to make investments that provide measurable value. Throughout the [trial/POC/evaluation] period, we have been able to uncover opportunities to deliver value at [CLIENT_NAME].
Without [SOLUTION]
- [Team] meeting only 75% of planned 2024 targets
- [Team] spending [xx] days doing manual work to prepare to complete [activity]
- Stitching together 3 different tools creating several opportunities for human error
- No existing way for leadership to review progress, activity or performance reporting
With [SOLUTION]
- [Team] supplied with the [unit] they need to deliver 90-120% of 2024 target
- [Team] ready to complete [activity] in only [x] hours
- All information and workflows in a unified, easy-to-use interface
- Built-in reporting workflow with automated progress reports
Financial Impact of Choosing [Solution]
Based on our understanding of [CLIENT_NAME] and the expected usage of [SOLUTION] we project a range of [$WORST CASE] to [$BEST CASE] in cost savings per year.
Working with [CHAMPION] we have factored in [obvious variable CFO will be looking for], as well as [additional variable].
You can model your own expected value using the ROI Calculator below.
Investment Summary
We offer a range of plans tailored to suit the needs of different organizations. We worked with [CHAMPION] to understand the most suitable, cost-effective plan options for [CLIENT_NAME], which are presented below.
As the HR Director at Acme Inc, implementing [SOLUTION] was a game-changer. We witnessed a remarkable 40% reduction in administrative time, and employee onboarding efficiency improved by 30%. This software not only streamlined our processes but also significantly enhanced employee satisfaction.
– CxO at Acme Inc
Ensuring Success
How we ensure you realize value and find success with [SOLUTION]
- FastStart implementation plan means the current POC environment will convert to your live account – you can start seeing payback on your investment from day one.
- All plans come with a dedicated Customer Success Manager working with you on a plan for adoption, engagement and success.
- Out of the box integrations with [CUSTOMER_SSO_PROVIDER], [CUSTOMER_CRM] and [CUSTOMER_HRIS].
- Access to help center, video library and training webinars
- #1 rated solution on G2 for [CATEGORY
