CRO · Toolkit · Intermediate · Saves 45+ hours
ROI Calculator Builder Kit
A kit for building ROI calculators for sales use.
What's included
- Calculator design principles
- Value driver identification
- Calculation methodology
- Presentation design
- Sales integration
Best used when
- Building ROI tools
- Quantifying customer value
- Enabling value selling
- Justifying pricing
The template
The Template
CALCULATOR DESIGN
ROI Calculator Framework
ROI CALCULATOR STRUCTURE
INPUTS (customer provides):
☐ Company size: _____ employees
☐ Revenue: $_____
☐ Current cost: $_____
☐ Time spent: _____ hours/week
☐ [Industry-specific metric]: _____
ASSUMPTIONS (we provide):
☐ Efficiency gain: ____%
☐ Time savings: ____%
☐ Error reduction: ____%
☐ Hourly cost: $_____
CALCULATIONS:
Time savings: Hours × Rate = $_____
Efficiency gains: Baseline × % = $_____
Error reduction: Cost × % = $_____
Total annual benefit: $_____
ROI:
Annual benefit: $_____
Annual cost: $_____
Net benefit: $_____
ROI: _____X
Payback: _____ months
Value Driver Matrix
| Value Driver | How to Measure | Customer Input | Assumption |
|---|---|---|---|
| Time savings | Hours saved/week | Current hours | Reduction % |
| Revenue lift | $ increase | Current revenue | Lift % |
| Cost reduction | $ saved | Current cost | Reduction % |
| Risk avoided | Incidents × cost | Incident rate | Cost/incident |
PRESENTATION
ROI Summary Template
ROI SUMMARY FOR [CUSTOMER]
EXECUTIVE SUMMARY:
Based on your inputs, [Product] will
deliver $_____ in annual value,
representing ___X ROI.
VALUE BREAKDOWN:
1. _______________: $_____/year
2. _______________: $_____/year
3. _______________: $_____/year
Total Annual Value: $_____
INVESTMENT:
Annual cost: $_____
Implementation: $_____
Total Year 1: $_____
RETURNS:
Year 1 ROI: _____X
3-Year Value: $_____
Payback period: _____ months
ASSUMPTIONS:
• _______________
• _______________
Frequently asked questions
What is the ROI Calculator Builder Kit?
A kit for building ROI calculators for sales use.
Who is the ROI Calculator Builder Kit for?
It is built for CROs and their teams working on Pricing & Packaging. The AI coach adapts it to your company, stage, and goals.
How long does the ROI Calculator Builder Kit take to use?
It saves roughly 45+ hours versus building from scratch. Our AI coach can tailor the toolkit to your situation in minutes, then hand you a step-by-step plan.
Is the ROI Calculator Builder Kit free?
Yes. You can read the full toolkit and start getting coached through it for free. Sign in to save your tailored version and track your next steps.
How does the AI coach help with the ROI Calculator Builder Kit?
The coach teaches you the framework, asks a few questions about your business, tailors the toolkit to you, and gives you measurable next steps to execute.