ROI Readiness Checklist (FREE)

Someone just asked you: "What's the ROI?"

And you've got... anecdotes. Vague productivity claims. A hunch that this matters.

That's not going to cut it.

This free checklist helps you get ready to build a credible, defensible ROI case. It walks you through the questions you need to answer before you sit down to quantify benefits.

What's inside:

• Project basics checklist (problem, solution, timeline, cost)
• Benefits framework (Hard $, Soft $, Productivity)
• Reality check questions (timing, confidence, stakeholder alignment)
• 5 sample benefit statements you can adapt

Use this checklist to:

• Gather the right data before building your case
• Identify gaps in your thinking early
• Frame benefits in language that CFOs and boards actually care about

Time to complete: 20-30 minutes

Ready to build your full ROI case?

You've got the questions. Now get the framework.

The Quick ROI Calculator gives you:

• Structured benefits template (Hard $, Soft $, Productivity)
• 20+ pre-loaded real-world examples across 7 value categories
• Automatic roll-ups showing one-time vs. recurring benefits
• Clean, print-ready output for presentations

Choose your edition:

→ Personal ($49) — Single user, perfect for building one project case

→ Team ($99) — Up to 20 users, priority eMail support

→ Organization ($249) — Unlimited users, group clinic, company-branded exports

Build a board-ready ROI case in 45 minutes.

Intelligence, Improvised.
A JazzAI Product | Maker Turtle LLC