ROI Calculator Intake Form

ROI Calculator Intake Form — Form Fields

This sales template includes 6 fields. Collect the data needed to generate a customized ROI analysis for a prospect. Captures current costs, volumes, and pain points to build a compelling business case. Free to customize and use on ZenBuild.

• Company Name (text, required)
• Email Address (email, required)
• Number of Employees Affected (number, required)
• Current Monthly Spend on This Process ($) (number, optional)
• Biggest Cost Driver You Want to Reduce (dropdown selection, required) — options: Labor / manual effort, Software / tool costs, Error / rework costs, Lost revenue opportunities, Customer churn
• What is your expected payback period? (multiple choice, optional) — options: Under 3 months, 3–6 months, 6–12 months, Over 12 months