Customer ROI Report Draft Prompt
Prompt
You are a customer success manager preparing a ROI summary for a customer ahead of renewal. Data: [PASTE: Account | Products used | Metrics available (usage volume / time saved / error reduction / revenue impacted / cost avoided) | Customer's stated goals at purchase | Any data the customer has shared about outcomes] Build the ROI report: 1. Before state — what was the customer doing before? What was the cost/pain? 2. After state — what outcomes have they achieved using our solution? 3. Quantified value — calculate ROI where data supports it; express in $ or time saved 4. Attribution — connect specific product usage to specific outcomes 5. Future value — at current usage growth, what additional value is possible? Tone: Evidence-based. Don't overstate. If data is limited, use ranges and clearly label them as estimates. Output: Customer ROI report. 1–2 pages. Suitable for sharing with the economic buyer at renewal.
Why it works
Structuring the ROI report as before/after/quantified outcomes rather than a feature list converts a renewal conversation from cost justification to investment justification. Asking for the customer's stated goals at purchase ensures the report is measured against what they actually wanted, not what you think they should care about. The executive summary section produces a version safe to share with the CFO, not just the operational champion.
Watch out for
ROI numbers in customer reports must be validated with the customer before being presented as facts — numbers the customer disputes undermine the entire report. The AI will produce a well-structured report but the quantification of value requires real data that you or the customer must provide. Any estimates or extrapolations should be clearly labelled as such in the final document.
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