Business Case Template

Business Case Template Walkthrough

Highlight your product's value and ROI with this business case template. Includes an executive summary, key metrics, stakeholders, and more.

Who this template is for

This template is for sales leaders, customer success managers, sales reps, and anyone responsible for making a compelling case for new business, potential investors, or new customers.

What this template is for

A business case template helps teams structure and communicate the value of a proposed investment. Whether you’re justifying budget for new CRM software, pitching a new product or service, or securing buy-in from the larger buyer committee, this template helps you present a clear, data-driven argument.

By laying out the problem, solution, costs, cost savings, benefits, and risks in a structured format, you increase the likelihood of getting stakeholders on board.

How to use this template

Sign up for a free Dock account.
Create a new workspace and select the business case template.
Customize the template with relevant details such as problem statements, projected ROI metrics, and risk analysis.
Save your customized version as a reusable template for your sales team and team members.
For each new business case, create a fresh copy and tailor it to the specific stakeholders and buying process.
Share the workspace with decision-makers and track engagement to see which sections resonate most.

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What’s in this template?

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Why use Dock’s Business Case Template?

Dock’s business case template makes it easier to build and present a compelling case for your initiatives. Instead of wrestling with scattered documents and spreadsheets, you can structure your argument in a clean, shareable format that keeps stakeholders aligned.

Unlike static slide decks or Word docs, Dock’s interactive workspace allows you to present your case dynamically. You can embed supporting materials like case studies, success stories, cost-benefit analysis, ROI calculations, and project milestones all in one place. Plus, Dock’s engagement tracking helps you see which sections of your business case are getting the most attention, so you can refine your pitch for your next call accordingly.

With Dock, you don’t just create one-off business cases—you build a repeatable workflow. Once you get approval for your proposal, use Dock to kickstart your project management efforts. You can templatize your business case structure, ensuring consistency across your sales team while allowing for easy customization. No more starting from scratch every time you need to justify an investment.

Here’s what else Dock’s Business Case Template can do for you:

Simplify decision-making for stakeholders

Present a clear, structured business plan with all necessary details in one workspace.
Embed relevant metrics, cost savings breakdowns, and impact assessments.
Keep stakeholders aligned by providing a single source of truth.

Make your business case more persuasive

Include supporting materials like videos, charts, and customer success testimonials.
Show engagement data to tailor follow-up conversations.
Provide a structured comparison of alternatives to strengthen your argument.

Scale and streamline business case creation

Save your business case template structure to reuse across multiple initiatives.
Easily tailor each business case to specific decision-makers and potential customers.
Ensure consistency across teams while maintaining flexibility.

Track and optimize stakeholder engagement across the sales cycle

See which decision-makers have viewed your proposal.
Identify sections where key stakeholders spend the most time.
Adjust your follow-up strategy based on real-time insights.

Dock’s business case template gives you a competitive edge by making your proposals more structured, data-driven, and engaging. Instead of sending static PDFs into the void, you create a dynamic experience that helps you secure buy-in faster.