Free template · 9 pages
Written by Hojabr Sattari, founder of PlanConversion, from programs run for ABB, KNIME and Nakisa. For VPs of AI adoption, CMOs, RevOps and marketing operations leaders.
AI agent business case template: get your first agents approved
Get the free template ↓Most AI agent projects stall at the budget conversation, not the technology. This template gives marketing, RevOps and AI adoption leaders a business case leadership can approve: a measured baseline, hours returned after review time, revenue effects you can track, full costs, the governance IT will ask for, and a pilot with clear pass and stop lines.
- The one-page executive summary
- Baseline: the workflows and hours you measure first
- Value: hours returned, speed and revenue effects
- Costs: setup, seats, usage caps and review time
Written by Hojabr Sattari, founder of PlanConversion, from programs run for ABB, KNIME and Nakisa. For VPs of AI adoption, CMOs, RevOps and marketing operations leaders.What’s inside
Everything in the template
Practical and specific: questions, checks and decisions you can use in your next meeting, not theory.
Baseline: the workflows and hours you measure first
Value: hours returned, speed and revenue effects
Costs: setup, seats, usage caps and review time
Governance and the pilot plan with pass and stop lines
Free preview
The executive summary in five lines
- The problem: the repeated work slowing the team down, in hours per week.
- The proposal: which agents, for which workflows, with people approving every step.
- The value: hours returned after review time, and one revenue effect you will track.
- The cost: one-time setup and monthly run cost, with a cap.
- The decision: a pilot of a set length, with pass and stop lines.
The full template
AI agent business case template
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AI adoption and process optimization
Map how marketing and revenue work gets done, then automate it with AI agents and governed workflows.
Questions
About this template
Do we need an AI strategy first?
No. Start from the workflows that cost the most time today. The strategy grows from agents that work.
Which numbers will leadership challenge?
Hours returned without review time, and revenue claims the CRM cannot show. The template counts both carefully.
Can PlanConversion run the pilot?
Yes. We plan it with your team, set up Claude and the first agents, and report hours returned and pipeline effects monthly.
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