Best for
- B2B teams selling high-consideration products where buyers need a business case
- Account executives who need ROI support after discovery calls
- Solutions consultants building value hypotheses for complex opportunities
Turn discovery call notes, pain points, and business metrics into a buyer-specific ROI calculator brief sales can use in follow-up and business-case conversations.
A buyer-specific ROI calculator brief with assumptions, inputs, value drivers, proof gaps, and a sales-ready follow-up narrative.
Quick view
Check the audience, core tools, and access before you start the detailed steps.
Best for
Core tools
6 tools used across the workflow.
Access
Preview the open steps, then unlock the remaining implementation details and prompts.
Why this works
Generic ROI calculators often fail because they ask buyers to supply numbers without first connecting to their actual pain. Discovery calls contain the raw material for a better business case: current state, friction, cost of delay, manual effort, risk, and desired outcomes. This workflow turns those notes into a transparent calculator brief with assumptions the buyer can challenge instead of a black-box ROI claim.
Expected results
Brief production time
2-4 hours
This is realistic for a first-pass opportunity-specific ROI brief when discovery notes and CRM context are already available.
Business case assets
3 assets
The workflow creates a spreadsheet model, written ROI brief, and one-slide summary for internal buyer sharing.
Sales time saved
4-6 hours per opportunity
AI accelerates transcript review, value-driver extraction, first-draft modeling, and brief writing while sales still reviews the assumptions.
Credibility control
Assumption-backed model
Separating confirmed inputs from assumptions makes the calculator more credible and easier for buyers to validate.
Step-by-step workflow
The first 2 steps are open. Pro unlocks the remaining steps, copy-paste prompts, pro tips, tool-by-tool setup guidance, and implementation details.
30-45 min
30-45 min
Pull the discovery call transcript from Gong and the opportunity record from HubSpot. Capture company, buyer roles, stated pain, current process, volume metrics, manual effort, cost pressure, risk, timeline, current tools, business goal, and next step. Put the raw notes into Google Docs or an Airtable-style working doc before analysis.
A complete opportunity context packet with transcript, CRM fields, and raw business signals.
Do not start with the calculator. Start with the buyer's language. The calculator should model the pain they described, not the pain your product marketing page wants to quantify.
30-45 min
30-45 min
Use Claude to analyze the transcript and identify measurable value drivers: time saved, cost avoided, revenue protected, risk reduced, error reduction, faster cycle time, lower support burden, or improved conversion. Ask Claude to separate confirmed numbers from inferred assumptions and missing inputs that need buyer validation.
A value-driver map with confirmed inputs, assumptions, and missing buyer questions.
The most important output is often the missing-input list. It gives the AE a reason to continue discovery instead of pretending the ROI model is already complete.
Pro workflow preview
Previewing 2 of 7 steps
Get the remaining 5 steps, copy-paste prompts, pro tips, tool-by-tool setup guidance, and ongoing workflow and prompt releases.
$9/month
Analyze this discovery call transcript and extract value drivers for an ROI calculator brief.
Transcript:
{{discovery_call_transcript}}
Opportunity context:
{{opportunity_context}}
Our solution affects these possible value areas:
{{known_value_drivers}}
Output:
1. Confirmed business pains
2. Confirmed numeric inputs
3. Potential value drivers
4. Assumptions we would need to make
5. Missing inputs to ask the buyer
6. Risks of overclaiming
7. Recommended ROI model structure
Be conservative. Do not invent numbers.Related workflows
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