Sample AI Value Report
One team. Five opportunities.
See what an AI Value Assessment could uncover for a sales team: time freed, hiring avoided, lower costs and a new revenue stream.
Example team: 10-person B2B sales team, 15 proposals per week, one CRM and a finance handoff.
Example only, not a quote. This fictional team and its estimates illustrate how we assess value. Your opportunities, assumptions and fixed build prices will be agreed with you.
Before and after, at a glance
| Opportunity | Today | With Claude | Projected annual value |
|---|---|---|---|
| Meeting notes & follow-up | Reps write summaries and CRM updates by hand | 20 minutes freed per meeting, 250 hours/year | $18,000 |
| Sales-to-finance handoff | $2,500/month to an outside reconciliation provider | Vendor fees removed, finance reviews exceptions | $30,000 |
| Proposal creation | 2 hours per proposal | 45 minutes per proposal | $75,000 |
| Lead qualification | One additional hire planned | Existing team handles the volume | $90,000 |
| Paid customer reporting | Too costly to offer as a service | 20 customers at $500/month | $100,000 |
| Total projected annual value (illustrative fixed build fees total $30,650) | $313,000 | ||
The opportunity shortlist
The fixed build fees below vary by opportunity and are illustrative, not a rate card. We agree on each project’s expected value, scope and fixed price before work begins. The price is not a share of actual future savings or revenue.
Meeting notes & follow-up
Time freed- Projected annual value
- $18,000
- Illustrative fixed build fee
- $5,400
Sales-to-finance handoff
Outside costs reduced- Projected annual value
- $30,000
- Illustrative fixed build fee
- $6,000
Paid customer reporting service
New revenue- Projected annual value
- $100,000
- Illustrative fixed build fee
- $5,000
Explore the builds
Time freedMeeting notes & follow-up
Turn meeting notes into reviewed follow-ups and CRM updates.
Meeting notes & follow-up
Turn meeting notes into reviewed follow-ups and CRM updates.
Today
Sales reps manually summarize calls, draft follow-ups and copy action items into the CRM. At 15 meetings a week, this creates repetitive work and uneven follow-through.
Recommended build
A Claude workflow drafts summaries, follow-up emails and CRM updates from approved meeting transcripts. Reps review every draft and approve changes before anything is sent or saved.
Projected annual value: $18,000
15 meetings/week × 20 minutes freed × 50 weeks = 250 hours/year
250 hours × $72/hour fully loaded cost = $18,000 annual capacity value
Time freed, not a forecast of cash savings. Value depends on the team using those hours for useful work.
Illustrative fixed build fee: $5,400
One meeting source, one CRM and one approved follow-up format.
Time freedProposal creation
Draft proposals from approved templates and deal information.
Proposal creation
Draft proposals from approved templates and deal information.
Today
The team creates 15 proposals a week, spending about two hours on each. Much of that time goes into assembling standard content and tailoring it to the deal.
Recommended build
Claude assembles a proposal draft from approved service descriptions, templates and CRM deal fields. A salesperson checks scope, claims, pricing and terms before sharing it.
Projected annual value: $75,000
2 hours today − 45 minutes with Claude = 1.25 hours freed/proposal
15 proposals/week × 1.25 hours × $80/hour × 50 weeks = $75,000 annual capacity value
This is capacity value, not cash savings. Together, we estimate the solution’s expected 12-month economic value and agree on a percentage that makes sense for your business. That sets a fixed build price before work begins.
Illustrative fixed build fee: $7,500
One proposal template family and one CRM, with approved content and a review step.
Hiring avoidedLead qualification
Handle higher lead volume without the planned additional role.
Lead qualification
Handle higher lead volume without the planned additional role.
Today
The team expects lead volume to exceed its capacity and is planning an additional qualification role with a fully loaded annual cost of $90,000.
Recommended build
Claude checks inbound leads against agreed criteria, flags missing information and prepares a qualification summary for the existing team. Staff handle exceptions and approve routing decisions.
Projected annual value: $90,000
1 planned full-year role × $90,000 fully loaded annual cost = $90,000 hiring cost avoided
Only counts if the planned hire is genuinely unnecessary for the full year. A delayed hire creates a smaller benefit; time savings from this same role must not be counted again.
Illustrative fixed build fee: $6,750
One inbound source, one CRM, agreed qualification rules and an exception queue.
Outside costs reducedSales-to-finance handoff
Reduce outsourced reconciliation between sales and finance.
Sales-to-finance handoff
Reduce outsourced reconciliation between sales and finance.
Today
An outside provider charges $2,500 a month to reconcile closed deals, invoice details and finance records. Those costs are distinct from the lead-qualification role.
Recommended build
A workflow prepares a reconciliation report, checks missing or inconsistent fields and gives finance an exception list. Finance approves corrections; the workflow does not release payments or modify ledgers without review.
Projected annual value: $30,000
$2,500/month in removable vendor fees × 12 months = $30,000 annual cost reduction
Savings require an actual reduction in the vendor bill. Retained fees, additional software or internal operating costs reduce the net benefit.
Illustrative fixed build fee: $6,000
One CRM-to-finance data handoff, one reconciliation report and an approval step.
New revenuePaid customer reporting service
Offer customers a new paid reporting service.
Paid customer reporting service
Offer customers a new paid reporting service.
Today
Customers ask for recurring account insights, but producing bespoke reports manually is too costly to offer as a repeatable paid service.
Recommended build
Claude drafts a monthly report from approved customer data and a standard report format. An account manager reviews accuracy, access permissions and recommendations before delivery.
Projected annual value: $100,000
20 customers × $500/month × 12 months = $120,000 projected annual revenue
$120,000 revenue − $20,000 incremental delivery costs = $100,000 annual contribution
The pricing basis is $100,000 in contribution, not gross revenue. This assumes 20 paying customers for the full year; ramp-up, churn and acquisition costs can reduce value.
Illustrative fixed build fee: $5,000
One data source, one report format and a human approval process.
All builds include testing, documentation, launch support and a 30-day warranty. Prices are fixed before work starts; no universal percentage applies. Payment: all at once at kickoff, or 2, 3 or 4 equal monthly payments at the same price. Clients pay software subscriptions and API charges separately.
Ongoing support: Managed Claude starts at $1,500/month. New builds are priced separately.
What could we find for your team?
Start with one team, such as sales or finance. Your first AI Value Assessment is free.