Prompt · Customer Success

ROI One-Pager

Builds a customer-facing ROI summary from usage data and known business outcomes.

Have ready: Provide ACV, user count, outcomes, and any time-saved estimates

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customer namecompany nameACVX users/teamsproduct namelist outcomes with numbers if knownweek/monthestimaterelevant metricbenchmarkpaste if you have one, else leave a placeholder

Your prompt

Create a one-page ROI summary for [customer name] at [company name] that I can leave behind after our QBR. Inputs: they pay [ACV] annually, they have [X users/teams] on [product name], measurable outcomes so far: [list outcomes with numbers if known], time saved per [week/month]: [estimate], and their industry benchmark for [relevant metric]: [benchmark]. Structure it as: headline result, 3 quantified value bullets (with math shown), one customer quote [paste if you have one, else leave a placeholder], cost vs. value comparison, and a forward-looking statement about year-two value. If any number is a guess, label it as an estimate and show your assumption. Keep the language in business outcomes, not product features.

Paste it into Muse or any assistant. Blank fields stay as [brackets].

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