Build a Custom Benefit ROI Case During the Discovery Call

The problem

When a sales rep walks into a discovery call with a benefits prospect, the ROI case lives in an Excel workbook that hasn't been updated to reflect the prospect's actual profile. The rep fills in rough numbers by memory, the model feels generic, and the business case that leaves the meeting is the same one sent to the last ten deals—with a company name pasted in.

What this app does

A live in-call ROI calculator that builds a tailored business case during the discovery conversation. The rep enters the prospect's workforce size, eligible population, average HR cost per incident, and utilization estimates, and the model calculates avoided costs, productivity recovery, and estimated program ROI in real time. The output is formatted as a leave-behind brief that can be emailed before the call ends—specific to this prospect, not a template.

Key takeaways

• ROI model recalculates live as the rep enters prospect-specific inputs
• Business case outputs are prospect-specific, not a recycled template
• Brief formatted for email and can be sent before the call ends
• Replaces a static Excel workbook with no manual cleanup required

Who it's for

Benefits and HR technology sales teams whose discovery conversations rely on custom ROI modeling and consultative selling motions.

Build the ROI case while the prospect is still in the room

See how Domo can build a live, prospect-specific ROI case during the discovery call—not as a follow-up attachment.

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