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ROI Calculator Template (PDF)
Quantify business impact with customizable ROI calculator. Includes cost-benefit analysis, payback period, and NPV calculations for executive buy-in.
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💡 Usage Tip
Share this guide with your entire team to ensure everyone follows the same best practices.
Usage Tips
- 1Customize sections with your company branding and data
- 2Share with prospects 24-48 hours before scheduled meetings
- 3Use as living document - update regularly with progress
- 4Convert to Google Docs for collaborative editing
Example Use Cases
Scenario
A growing company implementing new software across 3 departments.
Result
Timeline: 30-day pilot, 60-day rollout, 90-day optimization.
Scenario
A team lead driving adoption with skeptical team members.
Result
Approach: quick wins first, then advanced features over 6 weeks.
Related Resources
Frequently Asked Questions
Click "Copy Template" to add it to your Optifai workspace. Then customize the trigger conditions, email content, and actions to match your specific use case and brand voice.
Yes, all templates are fully customizable. You can change triggers, conditions, email content, actions, and timing. Your modifications won't affect the original template.
This template works with major CRMs (Salesforce, HubSpot), email providers (Gmail, Outlook), and communication tools (Slack, Teams). Check the requirements section for specific integrations.
Optifai automatically tracks actions through to revenue outcomes. The ROI Ledger shows which automated actions led to meetings, opportunities, and closed deals, with holdout-measured attribution.
Have more questions? Feel free to contact us.
Automate Your Sales with Optifai
Use this template in Optifai for fully automated trigger detection → email sending → performance tracking.