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Email Template
Sales

ROI Presentation Follow-up

A data-driven follow-up email that reinforces the business case and ROI analysis presented, making the investment decision clear and compelling.

45%
Conversion rate
45-55%
Response rate
Within 4 hours of presentation
Best Time to Send
40-50% Conversion Rate
Within 4 hours of presentation
250-300 words
45-55% Response Rate

Psychology Behind the Framework

People are more motivated by potential losses than gains, and concrete data helps justify decisions. This framework leverages both by quantifying both costs of inaction and benefits of action.

Source: Business Decision Making and Investment Psychology Research

Validate

Confirm key assumptions and data

Tips:

  • •
    Reference shared numbers
  • •
    Confirm calculations
  • •
    Acknowledge inputs
Example Phrases
Based on your current [metrics]
Using your team’s input on [factor]
As we discussed regarding [data point]

Analyze

Break down the ROI components

Tips:

  • •
    Show calculations
  • •
    Compare scenarios
  • •
    Highlight key metrics
Example Phrases
This translates to [specific savings]
The impact on [metric] would be
Comparing current vs future state

Leverage

Connect ROI to strategic goals

Tips:

  • •
    Link to objectives
  • •
    Show broader impact
  • •
    Highlight timing
Example Phrases
This supports your goal of
Aligns with your initiative to
Enables your strategy for

Performance Metrics

50%+
Decision Acceleration
30-40%
Average
40-50%
Good
35%
Industry Benchmark

Improvement Tips:

  • •
    Clear next steps
  • •
    Address objections
  • •
    Provide social proof
90%+
Business Case Acceptance
70-80%
Average
80-90%
Good
75%
Industry Benchmark

Improvement Tips:

  • •
    Solid data
  • •
    Clear assumptions
  • •
    Strong validation

Email Examples

Data-Driven ROI Follow-up

Subject Line Options

Your [Product] ROI Analysis and Next Steps
[Company] – Investment Impact Summary
ROI Breakdown: [Key Metric] Improvement

Email Body

Hi [Name],

[Validate]
Thank you for the engaging discussion about [Company]'s investment in [Product/Solution]. I want to confirm the key data points we used in our analysis:

• Current [metric]: [number]
• Annual cost of [problem]: $[amount]
• Team size: [number] members
• Growth projections: [X]% annually

[Analyze]
Based on these numbers, here's the expected ROI breakdown:

1. Direct Cost Savings:
   • [Category 1]: $[amount]/year
   • [Category 2]: $[amount]/year
   • [Category 3]: $[amount]/year
   Total: $[amount]/year

2. Productivity Gains:
   • [Improvement 1]: [X] hours/week × $[rate] = $[amount]/year
   • [Improvement 2]: [X]% efficiency × $[value] = $[amount]/year
   Total: $[amount]/year

3. Strategic Value:
   • [Benefit 1]: $[amount] potential revenue
   • [Benefit 2]: [X]% market advantage
   • [Benefit 3]: [specific strategic outcome]

[Leverage]
This investment directly supports your strategic initiatives:
1. [Goal 1]: [Specific impact]
2. [Goal 2]: [Specific impact]
3. [Goal 3]: [Specific impact]

[Unlock]
Key milestones to achieve these returns:
Month 1-3: [Early wins]
Month 4-6: [Medium-term gains]
Month 7-12: [Full value realization]

[Execute]
Recommended next steps:
1. Technical review with [stakeholder] - [Date/Time]
2. Procurement alignment - [Date]
3. Contract finalization - [Date]

I've attached:
• Updated ROI calculator
• Implementation timeline
• Customer success stories

Would you like to schedule a brief call to discuss any questions about the analysis?

Best regards,
[Your name]

P.S. The early adoption discount of [X]% is valid until [date], which would increase the first-year ROI to [X]%.

Why This Works

  • •
    Data validation
  • •
    Clear calculations
  • •
    Strategic alignment
  • •
    Concrete timeline
  • •
    Urgency element

Personalization Opportunities

  • •
    Company metrics
  • •
    Industry benchmarks
  • •
    Strategic goals
  • •
    Growth plans

Industry Variations

Cfo Focus

Heavy financial analysis

Ceo Focus

Strategic impact emphasis

Technical Buyer

Implementation details

Best Practices

Data Handling

  • •
    Verify all numbers
  • •
    Show calculations
  • •
    Use their metrics

Value Connection

  • •
    Link to goals
  • •
    Show full impact
  • •
    Include timeline

Next Steps

  • •
    Clear timeline
  • •
    Key stakeholders
  • •
    Required actions

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