Don't Just Sell a Service, Sell a Result: The ROI Showcase Template
Answering the CFO's Favorite Question: "What's the ROI?"

As you move deeper into the sales cycle, the conversation shifts from capabilities to value. Stakeholders, especially in finance and leadership, need to see a clear return on their investment. A generic price sheet won't cut it. You need an ROI or Value Showcase that connects your solution directly to their business objectives.
The goal is to frame your service not as a cost, but as a self-funding investment. For Emirates Global Aluminium, their digital transformation was "self-funding from the start," delivering over $123 million in impact. That's the kind of business case you need to build.
A Template for Demonstrating Tangible Value
Instead of a simple price list, present a value proposition. At Narrio, we help sales teams generate compelling financial arguments. Here's how:
- 1. Frame Around Business Objectives: Don't lead with what you do; lead with the outcomes you create.
◦ Objective 1: Reduce Operating Costs. How? "By shifting processes offshore for cost-effective operations". Expected Result: "Clients typically see a 40% reduction in operating costs".
◦ Objective 2: Increase Efficiency and Agility. How? "By consolidating four separate tools into just one". Expected Result: "Save designers an average of 3.1 hours per week collaborating with developers".
◦ Objective 3: Enhance Compliance & Reduce Risk. How? Through "automated, continuous monitoring and assessment" of regulations like the EU AI Act. Expected Result: "Avoid non-compliance penalties of up to 7% of global annual revenue".
- 2. Showcase Both Hard and Soft ROI:
◦ Hard ROI (Quantifiable): "170% ROI earned over the first three years," "Increased labor productivity by +18%".
◦ Soft ROI (Strategic Value): "Peace of mind that our internal team can now focus on strategic initiatives rather than constantly firefighting". "Greater agility and an openness to innovation".
- 3. Make it Visual: Use a simple chart or table to contrast the "Before" state (high manual effort, risk of fines) with the "After" state (automated processes, cost savings, improved compliance).
How Narrio Builds Your Business Case for You
Calculating ROI for every unique prospect is a complex, data-intensive task. Narrio's AI agent analyzes your entire knowledge base—past project outcomes, QBRs, case studies—to find the most relevant proof points. Tell Narrio your prospect is struggling with audit prep, and it will pull data from a project like the one with Patria Bank, where automated evidence collection streamlined reporting. Narrio builds a data-driven ROI showcase tailored to each prospect's specific value drivers, helping you get to "yes" faster.
Template: ROI / Value Showcase (copy-paste)
Headline: The Tangible Business Value of Partnering with [Your Company]
Addressing Your Key Business Objectives:
Reduce Operational Costs:<br> • How we do it: By shifting processes offshore for cost-effective operations and automating manual tasks.<br> • Expected Outcome: Clients typically see a 20-40% reduction in operating costs in the first year.
Increase Operational Efficiency & Agility:<br> • How we do it: We consolidate tools into a single platform and automate workflows, which saves teams valuable time.<br> • Expected Outcome: Enable your team to focus on strategic initiatives instead of manual processes, accelerating delivery cycles.
Enhance Compliance and Reduce Risk:<br> • How we do it: Through automated, continuous monitoring and assessment, we ensure alignment with regulations like the EU AI Act.<br> • Expected Outcome: Significantly reduce audit preparation time and mitigate risks of non-compliance fines, which can be up to 7% of global revenue.
Your Projected ROI:<br> [This section can be a simple calculator or a chart showing projected savings/gains over time based on the prospect's specific numbers.]
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