Sales
On demand
Business Case Modeler Agent
Make the business case clear.
Estimate the costs and possible benefits of a proposed project using clearly stated assumptions.
Estimate the business case for this invoice-review project and show a lower-adoption scenario.
- Read the request and supporting information
What it does
Compare project costs with possible benefits.
Estimate the costs and possible benefits of a proposed project using clearly stated assumptions. Built for account executives and buyer sponsors.
Establish the baseline
Provide current workload, costs, project fees and the improvements you want to explore. Observed task times and previous project costs can make assumptions more realistic.
Calculate costs and value
Calculate a simple comparison and show how the result changes when assumptions change.
Review the scenarios
Get a cost-benefit estimate with calculations and assumptions for the buyer to review.
How it works
Estimate the costs and possible benefits of a proposed project using clearly stated assumptions. Built for account executives and buyer sponsors.
- Approved documents and context
- Include recurring and implementation costs before calculating payback. Report negative or zero net benefit honestly and avoid claiming labor capacity as realized cash savings. Links to the original information and the date it was checked Optional: buyer-approved process volumes, time studies and cost inputs, to replace generic assumptions with measured baselines. Optional: comparable implementation actuals and adoption curves, to build realistic cost and benefit ranges.
- Make costs and benefits comparable
- Compare current effort, proposed costs and possible benefits in one estimate, giving the buyer a basis for discussion.
- See what changes the business case
- Review the assumptions and alternative scenarios to understand which inputs have the greatest effect on the estimate.
- Google Sheets · Read model inputs and prepare calculations (draft)
- Keep formulas and assumptions inspectable.
- Salesforce · Read buyer-confirmed baseline notes (read)
- Separate confirmed facts from sales assumptions.
- Google Drive · Read approved cost and scope evidence (read)
- Include implementation and recurring costs.
- Human review and permissions
- Account executives and buyer sponsors review the cost-benefit estimate and any unanswered questions. Check that the information is still current before sending a message or changing a record.
01Gather the context
Bring together the relevant information from Google Sheets, Salesforce, Google Drive.
02Check what matters
Calculate a simple comparison and show how the result changes when assumptions change.
03Prepare the result
A clear comparison of current effort, proposed costs and possible benefits. What is ready to use and what still needs checking before taking action.
04Review proposed changes
Account executives and buyer sponsors review the cost-benefit estimate and any unanswered questions. Check that the information is still current before sending a message or changing a record.
Integrations
Structured records
Google Sheets
Airtable
Notion databases
CRM
Salesforce
HubSpot
Documents
Google Drive
Microsoft OneDrive
Choose the platforms your team already uses—you don’t need every example shown. Confirm the required features and configure access during implementation.
What you get
Help buyers assess the commercial case with transparent calculations and assumptions they can challenge.
- Make costs and benefits comparable
- Compare current effort, proposed costs and possible benefits in one estimate, giving the buyer a basis for discussion.
- See what changes the business case
- Review the assumptions and alternative scenarios to understand which inputs have the greatest effect on the estimate.
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Inbound Lead Qualification
Review new enquiries against your ideal customer criteria and suggest the next step.
Start with a blueprint. Build it around your business.
We’ll adapt it to your workflows, connect your systems and build an agent your team can put to work.
30 minutes. One bottleneck. Leave with a clear system concept.