roi-builder

Name: roi-builder
Availability: InStock
Author: Taizen

Generate ROI models and business cases from CRM and customer-success data.

8|Updated Apr 13, 2026

Search Tags:#crm #roi #benchmarks #financial-modeling #business-case #rfp #value-selling

Ready to run

npx skills add https://github.com/taizen-ai/taizen-claude-plugins --skill roi-builder

💬 Prompt for ChatGPT / Claude Chat▼

Please help me install this Agent Skill.
Skill: roi-builder
Source: https://github.com/taizen-ai/taizen-claude-plugins/tree/main/plugins/taizen-gtm-skills/skills/roi-builder
Command: npx skills add https://github.com/taizen-ai/taizen-claude-plugins --skill roi-builder

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

Help sales and GTM teams quickly quantify financial impact and build evidence-based ROI models and business cases that justify investment decisions and strengthen proposals.

Core Features & Use Cases

ROI Model Development: Build NPV, IRR, payback period, TCO and sensitivity analyses from customer and benchmark data.
Business Case Framework: Generate executive summaries, current state analysis, financial analysis, risk assessment, and recommendation sections for proposals.
RFP / Proposal Support: Create value-focused proposal content and pricing justification with proof points and implementation timelines.
Automation & Delivery: Validate connectors, save business cases to document stores, update CRM records, and notify teams via Slack or scheduled Taizen agents.

Quick Start

Create an ROI model and business case for the Acme Corp opportunity using available CRM and customer-success data.

Frequently Asked Questions about roi-builder

High-intent search queries and answers about installing and using this skill.

FAQPage Schema

How do I build an ROI model and business case for enterprise sales proposals?▼

Build an ROI model and business case by analyzing CRM deal data, customer success outcomes, and industry benchmarks to generate NPV, IRR, payback period, and TCO analyses. The model quantifies deal value and investment returns to strengthen proposals.

What financial metrics are included in an ROI business case for RFP responses?▼

An ROI business case for RFP responses includes NPV, IRR, payback period, TCO, and sensitivity analyses. These financial metrics are calculated from customer and benchmark data to justify pricing and provide evidence-based value selling.

Can I automate updating CRM records and saving business cases to Google Drive?▼

Yes, you can automate delivery by validating connectors to save business cases to document repositories, update CRM fields, and notify teams via Slack. Scheduled agents can trigger these actions automatically after generating the ROI model.

Does this ROI builder require CRM and customer success data connectors?▼

Yes, building rigorous ROI models requires active connectors to CRM, customer-success sources, document repositories, and spreadsheet calculators. These integrations pull the deal data and case studies needed to quantify financial impact accurately.

What is the best way to quantify deal value for mid-market sales opportunities?▼

The best way to quantify deal value for mid-market sales is applying sensitivity analyses and current state assessments against industry benchmarks. This generates executive summaries and risk assessments that justify investment decisions in proposals.

What sections are included in a business case framework for proposal responses?▼

A business case framework for proposal responses includes executive summaries, current state analysis, financial analysis, risk assessment, and recommendation sections. Proof points and implementation timelines are added to support pricing justification.