Highlight your product's value and ROI with this business case template. Includes an executive summary, key metrics, stakeholders, and more.
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.
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.
Summarize your business proposal first so everyone is on the same page. Below, you can also embed relevant supporting materials such as case studies and technical documentation.
Outline the current challenges your client, partner, or potential investor is facing and how you solve them.
Highlight business goals and KPIs as part of your mutual action plan.
Include other important factors you’ll address as part of your proposal.
Make your team available with your contact information front and center.
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:
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.
Related Templates
Sign up for Dock for free, create a new workspace, and select the business case template. Customize it with your sales strategy, project scope, and ROI breakdowns. Save it as a reusable template, then generate a fresh version for each business case.
Yes, Dock is free to try for up to fifty workspaces. Every paid Dock plan includes unlimited template and workspace usage.
Yes, you can fully customize it to fit different sales processes, marketing strategies, and workflows.
Absolutely. You can tailor the messaging, financial details, and supporting materials based on your target audience and their pain points. You can personalize a Dock workspace for each specific project. Include the business problem you’ll solve, key dependencies, and your project plan, subject matter experts, and the project sponsor specific to that proposal.
Yes, you can keep the template private or share it with your sales team and team members. Dock allows you to control template visibility and access.
A strong business case template should include:
A business case template is a structured document that helps justify a proposed investment or initiative. It outlines the problem, strategic goals, proposed solution, costs, benefits, risks, and expected outcomes to secure stakeholder buy-in.
Use a business case template when you need to secure budget approval, justify a strategic initiative, or present a compelling argument for a new investment. It’s essential for proposals that require executive buy-in.
With Dock, you can share the business case workspace with internal teams, keeping all stakeholders aligned as you move through the sales cycle. You can also set permissions to control who can edit or view the document.
A strong business case clearly defines the problem, presents a compelling solution, and outlines the expected return on investment (ROI). Your business case should show how your project’s goals fit with the overall organizational goals, and your implementation plan. Use data, real-world examples, and stakeholder-specific benefits to make your case persuasive.
It depends on the complexity of the proposal. For simple initiatives, 1-2 pages may be enough. For larger investments, a more detailed document (5-10 pages) may be required. However, always keep it structured and easy to scan.
A business case is used to justify an investment or initiative, focusing on costs, benefits, and risks. A proposal is typically a more detailed plan for how a project will be executed, often including timelines, deliverables, and execution strategies.
Send a reminder email with a summary of key points and a link to the Dock workspace.Track engagement and follow up with stakeholders who haven’t reviewed it yet.Schedule a follow-up meeting to address any questions and move toward a decision.