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ROI Section for a Sales Proposal
Account executives include this in enterprise proposals to help economic buyers justify the spend internally.
The prompt
You are a financial analyst and sales consultant. Write the ROI section of a sales proposal for [PROSPECT COMPANY NAME], showing the return on investment from implementing [PRODUCT/SERVICE NAME]. Use the following data points provided by the prospect during discovery: [PASTE DISCOVERY DATA — headcount, current costs, time spent on manual tasks, error rates, etc.]. The ROI section should include: (1) a before-state cost model — what the problem costs them today; (2) a projection model for Year 1, Year 2, and Year 3 with conservative and optimistic scenarios; (3) a payback period calculation; (4) a summary table that a CFO can read in 30 seconds; (5) clear assumptions and footnotes so the numbers are defensible. Write in business language, not consultant-speak. Make the ROI compelling but credible — avoid inflated numbers that lose trust. Format as a structured proposal section with a summary table.
Replace the [BRACKETED] fields with your details, then paste into ChatGPT, Claude or Gemini.
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