Business Case Builder

Turn your deal notes and the customer's own numbers into an internal business case your champion can carry to finance: current-state cost, expected savings, payback period, and a three-year ROI summary.

Para Account Executives Sales Engineers Sales Managers Founders Selling
Prompt de ejemplo para el asistente de Joy

Draft an internal business case my champion at [company] can bring to finance for [product], using our deal notes and their numbers: current-state cost, expected savings, payback period, and a three-year ROI summary.

Así puede verse

Un ejemplo ilustrativo: tu resultado dependerá de tus fuentes, datos y peticiones.

Draft an internal business case my champion at Brightpath Health can bring to finance for our scheduling platform, using our deal notes and their numbers: current-state cost, expected savings, payback period, and a three-year ROI summary.

I built this from the discovery notes on the Brightpath Health opportunity in the Knowledge Center, plus the staffing figures their ops director shared. Every number below ties back to one of those inputs, so your champion can defend it line by line.

Business case: Brightpath Health

Prepared for: Brightpath Health finance review
Subject: Scheduling platform investment case
Prepared by: Operations, with vendor support

The problem in money terms. Manual shift scheduling costs Brightpath about $384,000 a year today: $180,000 in avoidable overtime, $144,000 in agency backfill, and roughly $60,000 of coordinator time spent rebuilding the roster each week. Those figures come directly from your ops director's Q2 staffing numbers.

The proposal. The scheduling platform runs $96,000 a year with a one-time $30,000 implementation. Based on the three comparable rollouts in our case-study library, Brightpath should expect to remove most of the overtime and agency spend within two quarters.

Line itemYear 1Three-year total
Current-state cost avoided$384,000$1,152,000
Platform subscription($96,000)($288,000)
Implementation (one-time)($30,000)($30,000)
Net benefit$258,000$834,000

Payback. At about $32,000 of savings a month, the combined $126,000 of first-year cost is recovered inside month four. Everything after that is net benefit.

Three-year summary. Against $318,000 of total cost, the platform returns roughly $834,000 in net benefit, about a 260% return over three years. Even if savings land at half of projection, the case still clears payback within the first year.

The soft number to pressure-test with finance is the overtime figure; if their actual is lower than $180,000, tell me and I'll reset the payback and the three-year total.

Want me to condense this into a one-page CFO summary, or build a conservative scenario at half the projected savings?

From your numbers to the approval memo

Business Case Builder pulls the current-state costs, savings estimates, and pricing from your deal notes and the Knowledge Center, then drafts the internal memo your champion needs: the problem in money terms, expected savings, payback period, and a three-year summary.

  1. Share the deal context

    Point Joy at your deal notes and any figures the customer gave you (current spend, headcount, overtime, tooling) in the Knowledge Center or pasted into the chat.

  2. Say who it's for

    Tell Joy the memo is for the customer's finance team and name the sections you need: current-state cost, expected savings, payback, and a three-year ROI summary.

  3. Review the assumptions

    Get a drafted case with every number sourced to an input. Challenge anything that looks soft. Joy shows its working and recalculates on the spot.

  4. Hand it to your champion

    Copy the finished case into your proposal tool, an email, or a shared doc so your champion can bring it into their finance review as their own.

  5. Make it one click for your team

    Save this ask as a custom command on the assistant your team already uses, so anyone can run it in one step.

Hazla tuya

Cost in Money Terms

The current-state pain is expressed as an annual dollar figure finance can actually weigh against the price.

Payback & ROI

Payback period and a three-year net-benefit summary, calculated from your inputs, not a generic template.

Sourced Assumptions

Every figure traces back to a deal note or a number the customer gave you, so the case holds up under scrutiny.

Instant Recalculation

Adjust a saving, a discount, or the ramp and Joy re-runs payback and the three-year total in the same chat.

CFO One-Pager

Condense the full case into a single-page summary with the headline payback and three-year net benefit.

Cost-of-Inaction Case

Frame the memo around what staying on the current process costs every quarter it isn't fixed.

Conservative vs. Upside

Show a cautious and an optimistic scenario so finance sees the range, not a single rosy number.

Renewal Justification

Turn realized results into the case for renewing or expanding at the next contract cycle.

Frequently Asked Questions

What is a sales business case?

It's the internal memo a buyer uses to justify a purchase to their own finance team: the current-state cost, the expected savings, the payback period, and the return over time. JoySuite drafts it from your deal notes and the customer's figures so your champion has something concrete to defend.

Does Joy just make up the ROI numbers?

No. Every figure traces back to an input you provide: a customer's staffing cost, your pricing, a comparable case study. Joy shows its working, and you review each assumption before the case goes anywhere.

Can I change an assumption and see the effect?

Yes. Adjust a savings estimate, a discount, or the ramp in the chat and Joy recalculates the payback period and the three-year total immediately, so the math always stays consistent.

Does JoySuite send the business case to the customer?

No. Joy drafts the text in the chat. You review it and copy it into your proposal tool, an email, or a shared document. Your champion then brings it into their finance review.

How is this different from a proposal?

A proposal is your pitch to the customer. A business case is the customer's internal justification to their finance team. This recipe writes the second one, the memo that actually gets the deal approved.

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