Build Your AI-Driven CX & Revenue Intelligence Business Case In Less Than One Hour
For internal champions who need to align stakeholders, quantify impact conservatively, and move the decision forward—without building everything from scratch.
This Page Is For:
- Teams that have already seen MiaRec and want to move the decision forward
- Champions preparing to brief leadership, finance, or an economic buyer
- Buyers who need defensible inputs, not optimistic projections
This Page Is Not:
- A product overview or feature explanation
- A step-by-step training course
- Something you’re expected to complete on your own
How To Build Your Business Case In 5 Simple Steps
Most business cases fail not because the solution is weak, but because the story is unclear or the assumptions don’t hold up under scrutiny.
We have helped hundreds of organizations successfully implement AI-driven Conversation Intelligence solutions. Buying committees, leadership, and finance want to see a simple yet evidence-based, conservative business case.
This page provides you with a simple structure to align on the problem, quantify impact conservatively, and present a case that leadership can trust.
Step 1: Pick Business Case
Step 2: Align On The Problem
Frame the problem in a way leadership immediately recognizes and agrees with. The goal is shared understanding.
Step 3: Quantify Impact
Translate the problem into credible financial exposure using ranges and transparent assumptions.
Step 4: Use the Business Case Deck
Place the agreed-upon inputs into the few slides designed to carry numbers. Most teams update just two or three slides before presenting.
Step 5: Present Confidently
Walk leadership through the problem, impact, and proposed next step. If helpful, you can request a quick confidence check before presenting.
Resources Included
On this page, you will find all the resources you need on one page: a Business Case Presentation Template (PPTX) and an ROI Calculator, both for MiaRec Customer Experience (CX) Intelligence or Revenue Intelligence.
ROI Calculator
A conservative ROI model (incl. calculator) you can confidently defend under scrutiny.
Slide Deck Template
A downloadable slide deck template to present to the buying committee.
Step 1: Confirm the Focus
MiaRec is used across customer experience and revenue teams, but business cases tend to fall apart when they try to argue everything at once.
The first step is simply deciding which lens matters most for this decision. This doesn’t lock you into one outcome — it just gives your business case a clear starting point. (You can focus on one or reference both. Most teams start with the one leadership cares about most.)
Customer Improvement (CX) Intelligence
Best if: Your primary concern is to enhance customer experiences to improve retention, renewals, service quality, or reduce customer risk.
You are trying to answer questions like these at scale:
- Where are customers getting stuck or frustrated?
- How much risk do we have that we can’t see?
- Why do experience issues keep surfacing too late?
Expected Outcomes: You’ll quantify impact by estimating churn reduction from measurable improvements in call recordings.
Typical outcomes discussed in this path:
- Reduced churn exposure
- Fewer repeat contacts or escalations
- More consistent quality and coaching
Revenue Intelligence
Best if: Your call center supports sales, reservations, upsell, or revenue recovery and your primary concern is sales performance and consistency.
This framing works best when leadership is asking:
- Why do some deals close while others stall or fail?
- Where are we losing revenue without realizing it?
- How do we scale coaching beyond anecdotal feedback?
Expected Outcomes: You'll quantify impact by estimating the improvement in sales close rate based on measurable insights from call recordings.
Typical outcomes discussed in this path:
- Improved close-rate consistency
- Reduced revenue leakage
- Clearer visibility into what drives wins
Step 2: Align On The Problem
Before numbers enter the conversation, leadership needs to agree on the problem being solved. This is the foundation of your business case.
Frame the problem in a way that’s recognizable, measurable, and grounded in reality — not theory or anecdotes. Remember: You’re not diagnosing everything here. You’re creating alignment.
For CX Intelligence
How the problem typically shows up
- Limited visibility into customer experience across 100% of conversations
- Quality and coaching that rely on sampling, not reality
- Issues are discovered after customers are already at risk
What leadership usually hears today
- “We think this is happening…”
- “We see this in some calls…”
- “We don’t know how widespread it is.”
How the problem is reframed
- Experience becomes observable, not inferred
- Risk is identified earlier, not after escalation
- CX conversations shift from opinions to evidence
For Revenue Intelligence
How the problem typically shows up
- Inconsistent close rates across reps and teams
- Limited insight into why deals are won or lost
- Coaching decisions based on anecdotes or lagging results
What leadership usually hears today
- “Top reps do things differently…”
- “We don’t know what actually moves the needle…”
- “Coaching doesn’t scale.”
How the problem is reframed
- Revenue conversations become measurable at scale
- Performance patterns are visible across 100% of calls
- Coaching shifts from reactive to systematic
Step 3: Quantify Impact
The goal of this step is not to predict exact returns, but rather to show leadership that the cost of doing nothing is consequential, and that the assumptions behind the numbers are reasonable and defensible. This is why the models are intentionally conservative.
The inputs differ slightly depending on whether you’re leading with CX or Revenue, but the logic stays the same.
For CX Intelligence
What’s typically quantified
- Churn exposure or retention risk
- Volume of repeat contacts or escalations
- Cost of delayed issue detection
How the numbers are framed
- Ranges, not single-point promises
- Based on existing internal metrics or conservative estimates
- Designed to hold up under finance review
For Revenue Intelligence
What’s typically quantified
- Close-rate consistency
- Revenue leakage across conversations
- Performance gaps between reps or teams
How the numbers are framed
- Based on baseline performance, not top-rep outcomes
- Uses improvement ranges, not best-case scenarios
- Avoids assumptions that require “perfect execution.”
Step 4: Use The Business Case Presentation Deck
The deck is already structured for leadership conversations. Your role isn’t to build a narrative or design slides — it’s simply to place the agreed-upon inputs into the few slides designed to carry numbers.
Everything else is there to support the discussion.
What's In The Deck Already:
The deck follows a simple flow:
- The problem as leadership experiences it
- What changes with visibility at scale
- The quantified impact
- What moving forward looks like
Feel free to customize it where you see fit, but most teams only update 3 slides (see the box on the right).
What You Don’t Need To Create:
- No custom financial models
- No rewritten story for leadership
- No feature-by-feature justification
What You'll Need To Update:
Once you’ve run the calculator, copy the outputs into the highlighted sections of the slide deck.
Typically, this includes:
- Slide 7: The Unseen Cost of Inaction
- Slide 9: Conservative ROI Summary
- Slide 16: Assumptions appendix
You do not need to add additional analysis or commentary unless your organization requires it.
Step 5: Present With Confidence
At this point, the work is largely done. Your role is simply to walk leadership through the problem, the impact, and the proposed next step. Many teams do this independently. Some prefer a quick confidence check before presenting. Both are fine.
What This Presentation Usually Looks Like:
Before you present, remember:
- This is a focused conversation, not a technical walkthrough.
- Discuss conservative assumptions and ranges, not best-case scenarios.
- The goal is to get alignment on whether to move forward.
The goal isn’t a perfect business case.
It’s a clear, defensible one that leadership can trust.
Optional Support
If you’d like a second set of eyes, we can:
- Pressure-test assumptions
- Sanity-check the framing
- Help anticipate executive or finance questions
This is optional — not a required step. Just get in touch with us, and we are happy to provide you with feedback and guidance.
Ready for a Confidence Check?
If you’d like a second set of eyes before presenting internally, we’re happy to review your framing, assumptions, and numbers.
This is a quick sanity check — not another step in the process.