Revenue Execution ·
Deal execution

Quantify the business case

Turn the buyer's own numbers into a business case their leadership can approve.

Best for

Account Executive

Cadence

Before the buyer takes the proposal to leadership

Ways to get this done with Avoma

Pick the approach that fits how your team works. You can start with one and add another later.

How this works

Shown for:

  1. 1
    Trigger

    You ask Avoma

  2. 2
    Context

    Ask Avoma (Avoma agentic platform) reads discovery transcripts, stated metrics, cost of delay, stakeholders, narrowed by what you ask

  3. 3
    Reason

    Use only the numbers and goals the buyer stated

  4. 4
    Act

    Draft a business case with the problem, impact, cost of waiting and the decision needed, returned in Ask Avoma

  5. 5
    Human judgment

    Rep checks every number with the champion

Draft a buyer-specific business case using the problems, expected impact, costs, and decision requirements discussed in sales conversations.
Prompt
Recommended

Prompt

Draft a buyer-specific business case using the problems, expected impact, costs, and decision requirements discussed in sales conversations.

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Ask Avoma
Prompt

Build a business case for [Account] from our calls. Use only the numbers and goals the buyer stated. Show the problem, the quantified impact, the cost of waiting, and the decision their leadership needs to make.

Starts when

When you ask

Uses

Ask Avoma, across discovery transcripts, stated metrics, cost of delay, stakeholders

Produces

A quantified business case

What good looks like

Leaders approve spend they can see paying back.

Use the buyer's numbers

Their finance team will test every figure, and borrowed numbers fail that test.

Show the cost of waiting

A delay with a price on it creates urgency.

Write it so the champion can forward it

The case has to make sense when you're not in the room.

Customer stories

What teams say

It decreases friction in referring to historical context and accurately maintaining context, making it easier for me to fish out deal specifics that are otherwise hard to find. Avoma has also solved note-taking for me completely, which helped close process gaps and improve skills.

Zaid M.

Enterprise AE

Avoma is very easy to use and provides everything I need (pre and post-call) to perform a solid sales cycle.

Adam R.

Senior Account Executive

Ask Avoma has completely changed the way I work. I can instantly reference key details from past calls during live conversations, like team size or purchase timeline, ensuring I can recall every detail.

Pedro Pizarro

Enterprise Account Executive at Directus

Call briefings and summaries are most helpful — better than anything else for quick prep. Saves so much time compared to watching recordings at speed.

Lewis

Avoma User

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