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Build an ROI case for a prospect

A sheet that shows the savings in the prospect's own numbers, with each input, source and estimate.

  • You start it: When you start it
Use in CuiarRun from your AI agent

What it does

The task

Build an ROI case for company for my product. Find their public numbers that drive cost, such as employees, sites, vehicles, revenue or volumes, on their website, in their annual report, in job posts and on LinkedIn. Take our benchmark results from benchmarks url. Make a new Google Sheet with an Inputs tab: each value, its source, and the label Fact or Estimate. Add a Model tab with the yearly cost today, the cost with our product, the savings, the payback in months, and a low and a high case. Mark each estimate so that the prospect can change it.

  • It works in LinkedIn and Google Sheets, in the workspace you pick, and signs in with passwords from your Cuiar vault.
  • It runs once, when you start it.

What you give it

BlankWhat to giveExample
companyThe prospect's company nameCorvid Freight
my productYour product, in a few wordsRoute planning software
benchmarks urlYour customer results: savings, time, usagehttps://docs.google.com/spreadsheets/d/1Bm4qTz8Jd/edit

What you get back

An example run with the example values above. Your run uses your own data.

ROI case: Corvid Freight, route planning software (Google Sheet)

Inputs: 340 trucks (fact, annual report); 9,000 km per truck each month (estimate); 30 liters per 100 km (estimate); diesel 1.62 EUR per liter (fact, EU weekly price)

Benchmark: 7% to 11% fewer km after 6 months (14 of our customers)

Fuel cost today: 17.8 million EUR each year

Savings: 1.25 million EUR (low) to 1.96 million EUR (high) each year

Our price: 204,000 EUR each year (340 trucks x 50 EUR x 12)

Payback: 1.3 to 2.0 months

Estimates to confirm with the prospect: km per truck, fuel use

Run it in Cuiar

  1. 01

    Open it

    Click Use in Cuiar on this page. The side panel opens with the task in the composer.

  2. 02

    Fill in 3 blanks

    Type company, my product and benchmarks url. Tab moves to the next blank.

  3. 03

    Run it

    Run sends it to the agent. Follow each step in the panel, and stop it at any time.

From the terminal

cuiar exec "Build an ROI case for Corvid Freight for Route planning software. Find their public numbers that drive cost, such as employees, sites, vehicles, revenue or volumes, on their website, in their annual report, in job posts and on LinkedIn. Take our benchmark results from https://docs.google.com/spreadsheets/d/1Bm4qTz8Jd/edit. Make a new Google Sheet with an Inputs tab: each value, its source, and the label Fact or Estimate. Add a Model tab with the yearly cost today, the cost with our product, the savings, the payback in months, and a low and a high case. Mark each estimate so that the prospect can change it."

Run it from your AI agent

Claude Code, Codex, Cursor and other MCP clients reach Cuiar at https://mcp.cuiar.com/mcp. Add the server one time, then ask for the task in plain words, or call run_task yourself.

1. Add Cuiar to Claude Code

claude mcp add --transport http cuiar https://mcp.cuiar.com/mcp

2. Ask your agent

Use the Cuiar tool run_task to run my "Build an ROI case for a prospect" template with company = Corvid Freight; my product = Route planning software; benchmarks url = https://docs.google.com/spreadsheets/d/1Bm4qTz8Jd/edit.

Setup for other agents: AI agents.

The tool call

{
  "name": "run_task",
  "arguments": {
    "task": "Build an ROI case for Corvid Freight for Route planning software. Find their public numbers that drive cost, such as employees, sites, vehicles, revenue or volumes, on their website, in their annual report, in job posts and on LinkedIn. Take our benchmark results from https://docs.google.com/spreadsheets/d/1Bm4qTz8Jd/edit. Make a new Google Sheet with an Inputs tab: each value, its source, and the label Fact or Estimate. Add a Model tab with the yearly cost today, the cost with our product, the savings, the payback in months, and a low and a high case. Mark each estimate so that the prospect can change it."
  }
}

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