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Your business case should be like a burrito.Think about it like this…A hearty burrito covers every major food group, just as your business case should cover every major question.On top of that, a great burrito is rolled tight to keep things cohesive. Your business case should feel cohesive too!I could go on, but I’d rather show you than tell you.That’s why today’s Taco Template Tuesday includes my free Business Case Burrito template pack.Optimized for Distribute users, these templates are easy to customize for any prospective client.Enjoy!

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<h2>[Company Name]-[SaaS Name] Integration </h2><h2>Project Overview</h2>This project aims to implement [SaaS Name] at [Company Name] to address key issues such as [Main Problem Statement]. By integrating [SaaS Name], we aim to improve [Metric 1], [Metric 2], and [Metric 3], as outlined below.<h2>Key Performance Indicators</h2><ul><li>[Net Profit Margin]</li><li>[Inventory Turnover Rate]</li><li>[Website Traffic]</li><li>[Employee Satisfaction]</li><li>[Customer Lifetime Value]</li></ul><h2>Financial Overview</h2><div class="custom-table-wrapper"><table class="custom-table"><tbody><tr><td colspan="1" rowspan="1" style="vertical-align: top">Category</td><td colspan="1" rowspan="1" style="vertical-align: top">Amount</td></tr><tr><td colspan="1" rowspan="1" style="vertical-align: top">Costs</td><td colspan="1" rowspan="1" style="vertical-align: top"></td></tr><tr><td colspan="1" rowspan="1" style="vertical-align: top">[Initial Setup Fees]</td><td colspan="1" rowspan="1" style="vertical-align: top">$12,000</td></tr><tr><td colspan="1" rowspan="1" style="vertical-align: top">[Annual Subscription Fees]</td><td colspan="1" rowspan="1" style="vertical-align: top">$18,000</td></tr><tr><td colspan="1" rowspan="1" style="vertical-align: top">[Training and Support]</td><td colspan="1" rowspan="1" style="vertical-align: top">$5,000</td></tr><tr><td colspan="1" rowspan="1" style="vertical-align: top">[Maintenance and Upgrades]</td><td colspan="1" rowspan="1" style="vertical-align: top">$3,000</td></tr><tr><td colspan="1" rowspan="1" style="vertical-align: top">Total</td><td colspan="1" rowspan="1" style="vertical-align: top">$38,000</td></tr></tbody></table></div><div class="custom-table-wrapper"><table class="custom-table"><tbody><tr><td colspan="1" rowspan="1" style="vertical-align: top">Category</td><td colspan="1" rowspan="1" style="vertical-align: top">Amount</td></tr><tr><td colspan="1" rowspan="1" style="vertical-align: top">Revenue Impact</td><td colspan="1" rowspan="1" style="vertical-align: top"></td></tr><tr><td colspan="1" rowspan="1" style="vertical-align: top">[Projected Sales Increase]</td><td colspan="1" rowspan="1" style="vertical-align: top">$160,000</td></tr><tr><td colspan="1" rowspan="1" style="vertical-align: top">[Estimated Cost Savings]</td><td colspan="1" rowspan="1" style="vertical-align: top">$35,000</td></tr><tr><td colspan="1" rowspan="1" style="vertical-align: top">[Improved Client Retention]</td><td colspan="1" rowspan="1" style="vertical-align: top">$85,000</td></tr><tr><td colspan="1" rowspan="1" style="vertical-align: top">Total</td><td colspan="1" rowspan="1" style="vertical-align: top">$280,000</td></tr></tbody></table></div><div class="custom-table-wrapper"><table class="custom-table"><tbody><tr><td colspan="1" rowspan="1" style="vertical-align: top">Net Profit</td><td colspan="1" rowspan="1" style="vertical-align: top">$242,000</td></tr></tbody></table></div><h2>Risk Assessment</h2><ul><li>[Implementation Delays] caused by technical challenges during integration</li><li>[User Resistance] due to employees&apos; comfort with existing processes</li><li>[Data Security] risks during the transition to the new system</li><li>[Budget Overruns] from unexpected expenses or scope changes</li><li>[Integration Issues] with existing systems and software</li><li>[Performance Issues] resulting in slower processes or downtime</li></ul>Overall Risk: We assess the overall risk as [low] based on the major [security], [performance], and [latency] improvements upgrading from [former SaaS solution].<h2>Package Details</h2>In addition to the standard features here, our  [Premium Subscription Package] includes:<ul><li>Workflow Automation: Automates repetitive tasks to accelerate internal operations, including [Automation 1], [Automation 2], and [Automation 3].</li><li>Compliance Management: Provides task-specific checklists to adhere to [Industry] regulations and enhance [reporting transparency].</li><li>Social Media Promotion: Boosts online presence with weekly posts on trending topics across platforms, including [TikTok, Instagram, and Facebook].</li><li>Email Automation: Targets [cold] leads acquired through [aquisition channel] within the past [time period].</li></ul><h2>Approvals</h2>[Name] _________________________________[Name] _________________________________[Name] _________________________________

Template 1

<h2>Implementing [SaaS Name] at [Company Name]</h2><h2>Executive Summary </h2>For [Company Name], [Main Problem Statement] has created [Problem Impact 1], [Problem Impact 2], and [Problem Impact 3]. The following document outlines how [SaaS Name] can alleviate these challenges and deliver [Primary Benefit] in [Expected Timeframe].<h2>Key Objectives </h2><div class="custom-table-wrapper"><table class="custom-table"><tbody><tr><td colspan="1" rowspan="1" style="vertical-align: top">Objective</td><td colspan="1" rowspan="1" style="vertical-align: top">Pathway</td></tr><tr><td colspan="1" rowspan="1" style="vertical-align: top">Reduce [Personnel Hours] by [15%]</td><td colspan="1" rowspan="1" style="vertical-align: top">[Workflow Optimization Feature] </td></tr><tr><td colspan="1" rowspan="1" style="vertical-align: top">Decrease [Compliance Violations] by [80%]</td><td colspan="1" rowspan="1" style="vertical-align: top">[Personnel Checklist Feature]</td></tr><tr><td colspan="1" rowspan="1" style="vertical-align: top">Shorten [Lead Response Time] by [6 Hours]</td><td colspan="1" rowspan="1" style="vertical-align: top">[AI Client Support Integration]</td></tr><tr><td colspan="1" rowspan="1" style="vertical-align: top">Drive [200K] More [Impressions]</td><td colspan="1" rowspan="1" style="vertical-align: top">[Social Media Promotion Tool]</td></tr><tr><td colspan="1" rowspan="1" style="vertical-align: top">Increase [Client Referrals] by [1.2X]</td><td colspan="1" rowspan="1" style="vertical-align: top">[Automated Email Funnel]</td></tr></tbody></table></div><h2>Strategic Fit</h2>[SaaS Name] has a proven track record within the [Industry] space, as demonstrated by [Former Client]’s success. In just [Time Period], [Former Client] achieved:<ul><li>[300K] more impressions on [TikTok, Instagram, and Facebook]</li><li>[1.8X] more referrals from existing clients</li><li>[20] more 5-star ratings on Google Business from a [6 hour] shorter response time</li><li>And [15%] faster internal workflows to reduce personnel hours spent on tedious tasks</li></ul><h2>Solution Overview</h2>We recommend implementing our [Premium Subscription Package] for [Company Name]. In addition to the standard features here, this package includes:[Workflow Optimization]Integrating time-saving automations to streamline efficiency, including [Automation 1], [Automation 2], and [Automation 3].[Compliance Management]Prompting [task-specific checklists] to ensure procedural compliance and improve reporting transparency.[Social Media Promotion]Building a stronger audience on [TikTok, Instagram, and Facebook] through weekly posts on trending topics.[Email Automation]Filtering and sorting the contact list into strategic funnels based on [order history, source, and date last contacted]. <h2>Pricing</h2>If initiated on [Date], we project a [$2,980] monthly cost for our [SaaS Name] [Premium Subscription Package].<h2>Approvals</h2>[Name] _________________________________[Name] _________________________________[Name] _________________________________

Template 2

<h2>Transitioning [Company Name] to [SaaS Name]</h2><h2>Summary</h2>With the goal of [Primary Objective], [SaaS Name] is well positioned to achieve [Benefit 1], [Benefit 2], and [Benefit 3] for [Company Name] through advanced yet user-friendly features such as [Feature 1], [Feature 2], and [Feature 3].<h2>Transition Timeline</h2><ul><li>[Net Profit Margin]</li><li>[Inventory Turnover Rate]</li><li>[Website Traffic]</li><li>[Employee Satisfaction]</li><li>[Customer Lifetime Value]</li></ul><h2>Financial Overview</h2><div class="custom-table-wrapper"><table class="custom-table"><tbody><tr><td colspan="1" rowspan="1" style="vertical-align: top">Phase</td><td colspan="1" rowspan="1" style="vertical-align: top">Duration</td><td colspan="1" rowspan="1" style="vertical-align: top">Key Actions</td></tr><tr><td colspan="1" rowspan="1" style="vertical-align: top">Planning</td><td colspan="1" rowspan="1" style="vertical-align: top">2 Weeks</td><td colspan="1" rowspan="1" style="vertical-align: top">Define scope, set goals, assemble team</td></tr><tr><td colspan="1" rowspan="1" style="vertical-align: top">Preparation</td><td colspan="1" rowspan="1" style="vertical-align: top">3 Weeks</td><td colspan="1" rowspan="1" style="vertical-align: top">System audit, gather data, prepare infrastructure</td></tr><tr><td colspan="1" rowspan="1" style="vertical-align: top">Implementation</td><td colspan="1" rowspan="1" style="vertical-align: top">2 Months</td><td colspan="1" rowspan="1" style="vertical-align: top">Install software, migrate data, integrate systems</td></tr><tr><td colspan="1" rowspan="1" style="vertical-align: top">Training</td><td colspan="1" rowspan="1" style="vertical-align: top">2 Weeks</td><td colspan="1" rowspan="1" style="vertical-align: top">User training, support early adopters</td></tr><tr><td colspan="1" rowspan="1" style="vertical-align: top">Go-Live</td><td colspan="1" rowspan="1" style="vertical-align: top">2-3 Days</td><td colspan="1" rowspan="1" style="vertical-align: top">Launch system, monitor performance, address issues</td></tr></tbody></table></div><h2>Projected Costs</h2><ul><li>[Personnel Training] $4,000</li><li>[Initial Setup and Integration] $10,000</li><li>[Annual Subscription Fees] $12,000</li><li>[Support and Maintenance] $5,000</li><li>[Data Migration] $3,000</li><li>[Security Enhancements] $2,000</li><li>[Custom Feature Development] $6,000</li><li>[Contingency Funds] $2,000</li></ul>Total: $44,000<h2>Key Benefits</h2>Adopting [SaaS Name] at [Company Name] will yield the following benefits while enhancing [Primary Metric]. Here are the key benefits provided by our [Premium Subscription Package]:[Increased Efficiency]Automating repetitive tasks with AI-powered workflows to reduce personnel hours by [15%] and improve productivity.[Enhanced Compliance]Adhering to industry regulations with task-specific checklists and comprehensive reporting features, reducing compliance violations by [80%].[Improved Customer Engagement]Boosting customer interaction from faster responses and personalized messaging, with an expected increase in customer satisfaction scores by [20%].[Expanded Market Reach]Enhancing [Company Name’s] online presence and engagement with targeted social media campaigns on [TikTok, Instagram, and Facebook], generating [100K] additional impressions.[Cost Savings]Reducing operational costs by [10%] by optimizing resource allocation and minimizing manual processes.<h2>Approvals</h2>[Name] _________________________________[Name] _________________________________[Name] _________________________________

Template 3

If you’re like me, the best part of any quesadilla is the rich, melty cheese. 

But on the outside, the tortilla isn’t much to look at.

The same is true about emails, especially within the SaaS space. 

Think of the tortilla as your platform’s features. Although features are important, your users care more about your platform’s benefits (AKA the cheese).

That’s why I’ve created my free Conversion Quesadilla template pack.

These customizable emails skip straight to the cheese that everyone loves.

The Entire [Industry] Industry Is Sleeping On This…

[SaaS Name] Could Be [Company Name]’s Superpower

“How did [Industry Leader] reach [X] [Metric] before us? We’ve been in business much longer!”

They figured out that the right [SaaS Specialty] platform could accomplish hours of [Primary Use Case] work in seconds.

So why not do the same for [Company Name] by adopting [SaaS Name]?

Imagine hashing out [Impressive Result], [X] [Days/Weeks/Months] faster than your current workflows allow.

If this sounds like your kind of superpower, just send me a reply to this email. It may be the best use of your time to date!

How [Company Name] Is a “Sleeping Giant”

Our Average User Achieves [Impressive Result]

[Impressive Result] doesn’t seem average at all!

If this is where your mind went as soon as you read my subject line, you’re exactly right. 

[Impressive Result] is outstanding by all measures, especially within the hyper-competitive [Industry] landscape.

So how is this the standard with [SaaS Name]?

Our answer is all about perspective, because [SaaS Name] was built by [Profession], for [Profession].

That’s why we designed purposeful features rooted in ROI, like [Feature 1] and [Feature 2] that send your [Metric 1] and [Metric 2] well beyond the competition.

So if you’re ready to join the not-so-average [Industry] scalers using [SaaS Name], just send me a reply!

[SaaS Name] Is [Company Name]’s Catapult

I’m talking about getting [Company Name] in front of more [Customers/Clients/Users] with the right strategy.

Let’s face it, tomorrow’s [Industry] leaders aren’t standing on the drawbridge with a battering ram.

They’re soaring over the walls altogether by maximizing [Metric] with their eyes on [Impressive Result 1] and [Impressive Result 2]. 

These are the exact kinds of results you can expect with [SaaS Name] as your catapult.

Just send me a reply to this email when you’re ready to leave the heavy battering ram behind.

P.S. I’m all ears if [SaaS Name] doesn’t align with your vision. On the other hand, I’ll send over my free [PDF Deliverable] with my next reply if you’re interested!

Business Case Burrito Template Pack