For Account Executives
Your champion is sold.
Their CFO isn't.
The ROI Toolkit gives you the numbers. The TCO Toolkit defends your price. The AI Guide writes the memo. Together, they turn a stalled deal into a signed contract.
Sound familiar?
Your champion is sold. Their CFO isn't.
You've done the discovery. You've built the relationship. But the deal is stuck in committee because no one can articulate the financial case to the people who control the budget.
They asked for an ROI model. You sent a proposal.
A proposal tells them what you sell. An ROI model tells them what they gain. When procurement asks for numbers, you need a framework — not a PDF of features.
The deal is 'on hold' until next quarter.
Deals don't stall because of budget. They stall because the business case isn't compelling enough to compete with everything else on the CFO's desk right now.
The tools
Built for the deal you're working right now.
ROI Toolkit to build the business case. TCO Toolkit to defend your price. AI Guide to write the memo in 10 minutes. All instant downloads. See all B2B sales tools →
ROI Business Case Toolkit
A structured Excel model and stakeholder talk track that walks you through building a complete, defensible ROI calculation — tailored to your deal.
- Pre-built ROI calculator with customizable inputs
- Stakeholder talk track for the CFO conversation
- Objection-handling guide for 'the price is too high'
- Works for any B2B solution — not industry-specific
30-day money-back guarantee — no questions asked.
TCO Toolkit
A total cost of ownership calculator and comparison framework for complex B2B deals. Defend your price early by showing the true cost of the status quo — before procurement makes it about your number.
- TCO model comparing your solution vs. status quo vs. alternatives
- Surfaces hidden costs the prospect hasn't accounted for
- Reframes the conversation from price to total investment
- Use it in discovery, not just at the end
30-day money-back guarantee — no questions asked.
AI-Assisted Business Case Guide
A step-by-step guide to using AI tools to write a polished, executive-ready business case memo in under 10 minutes — even if you've never written one before.
- Exact prompts to feed into ChatGPT or Claude
- Business case memo template with fill-in structure
- Tone and framing guidance for executive audiences
- Pairs perfectly with the ROI Toolkit
30-day money-back guarantee — no questions asked.
Need the ROI Toolkit and TCO Toolkit together?
The ROI + TCO Bundle gives you both for $124 — saving $50 vs. buying separately. Ideal if your deals face both the "prove the ROI" and "defend your price" conversations.
What AEs say
Real deals. Real results.
"I used to dread the 'what's the ROI?' question. Now I walk into every deal with a model that's already done the math. Closed a $180K deal last quarter that I would have fumbled before."
Marcus T.
Enterprise Account Executive, SaaS
"The stakeholder talk track alone is worth ten times the price. I sent it to my champion before the CFO meeting and she came back saying the CFO was already sold."
Priya S.
VP of Sales, B2B Tech
"I ran the ROI numbers in the spreadsheet, pasted them into the prompt, and had a polished executive summary in under 20 minutes. My manager asked who wrote it."
Jordan K.
Mid-Market Account Executive
Stop leaving deals on the table.
The ROI Toolkit pays for itself the first time you use it to close a deal that was heading toward 'let's revisit next quarter.'
Managing a sales team? See the sales leader toolkit and deal desk review →
Stay sharp
More tools for the CFO conversation.
Practical B2B sales advice for AEs who sell on value. No fluff, no spam.