Jun 17, 2024
min Read

Effective Business Case Template by Distribute

Andrew Mewborn
Jun 17, 2024

Creating a persuasive business case can feel like a nightmare. Long nights trying to pull together data, crafting the perfect narrative, and hoping it all makes sense in the end. 

You've likely felt this pain if you're a sales professional or marketer. But what if there was an easier way to put together a business case that wows every time?

Let’s streamline the process of creating business cases with the Distribute Business Case Template. This tool is designed to make your pitches more effective, saving you time and effort while increasing your chances of success. 

Let’s dive in and see how this template can be a game-changer for your sales efforts.

Use This Business Case Template for Free!

What is a Business Case and Why is it Important in Sales?

A business case is a document that outlines the reasons for starting a project or task, presenting the benefits, costs, and risks associated with the project. 

In sales, a business case is crucial because it helps convince stakeholders to support your ideas. Think of it as your best pitch, backed by data and clear arguments.

Imagine trying to sell a car without showing the buyer any features, benefits, or price. That’s what it’s like pitching without a business case. 

A well-crafted business case provides a clear picture of why your solution is the best. It builds trust, shows you’ve done your homework, and makes it easier for decision-makers to say "yes."

What are the Key Elements of a Strong Business Case?

  • Executive Summary: This is your elevator pitch. It’s a brief overview of the project, its benefits, and why it’s worth considering. Keep it short and sweet, but make sure it grabs attention.
  • Financial Benefits: Here’s where you show the money. Detail the financial gains, whether it’s increased revenue, cost savings, or both. Use clear, simple numbers to make your case.
  • Risks: Every project has risks. Being upfront about them shows you’re realistic and prepared. Explain potential risks and how you plan to mitigate them.
  • Opportunities: Highlight the additional benefits beyond just the financials. These can include improved customer satisfaction, market expansion, or enhanced brand reputation.

Introducing Distribute's Business Case Template

Business Case Template
Use This Business Case Template for Free!

Meet the hero of our story: Distribute’s Business Case Template. This tool is designed to make creating business cases easy and effective. 

Features and Benefits

So, what makes this template so special? Let’s dive into its key features and see how they tackle the common challenges we talked about earlier.

Customizable Sections

No two business cases are the same, and that’s why customization is key. The Distribute Business Case Template comes with customizable sections that let you tailor your document to your specific needs.

Need to add a section on market trends? No problem. Want to emphasize financial benefits? Go ahead. This flexibility ensures your business case hits all the right notes.

User-Friendly Design

Ever struggled with clunky, confusing templates? Not here. The Distribute template is designed to be user-friendly. With a clean layout and intuitive structure, it guides you through the process step-by-step.

Collaboration Tools

Creating a business case often involves input from different team members. Distribute’s template includes collaboration tools that make it easy to work together.

Share your draft with colleagues, get real-time feedback, and make edits on the fly. It’s teamwork made simple, ensuring everyone’s insights are included.

How to Use the Business Case Template

1. Go to Distribute.so: Click the provided link to access the service and support overview template.

2. Apply the Template: Click the "Use as Template" button located at the top right of the page.

3. Tailor the Template: Customize it to fit your brand and specific requirements.

4. Distribute the Link: Share the customized template link with your team.

5. Monitor Results: Utilize our built-in analytics to track the template's performance.

Use This Business Case Template for Free!

Why Choose Distribute?

So, why go with Distribute’s Business Case Template? Let’s break it down.

Simplicity and Ease of Use

First, it’s super easy to use. The template’s clean design and intuitive layout make it a breeze to navigate. You don’t need to be a tech wizard to put together a great business case. It’s like having a user manual that actually makes sense.

Customization Options

Second, the customization options are top-notch. You can tweak each section to fit your specific needs. Whether you need to add extra details or focus on particular points, this template has you covered. It’s like a suit tailored just for you.

Integrated Analytics

Third, integrated analytics set Distribute apart. You can pull in real-time data to back up your claims. No more scrambling for numbers. Everything you need is right there. Think of it as having a data scientist on your team.

Collaboration Made Easy

Lastly, the collaboration tools are a game-changer. Share your business case with colleagues, get feedback, and make edits together. It’s teamwork without the hassle. Imagine working on a project where everyone’s input is included smoothly and efficiently.

Distribute’s Business Case Template isn’t just another tool. It’s a powerful ally in your sales efforts. By making the process simpler and more effective, it helps you create business cases that win. 


Ready to revolutionize your sales pitches? Don’t wait. Sign up now and try Distribute’s Business Case Template. It’s time to make your business cases clear, compelling, and convincing. Give it a shot and see the difference it makes!

Use This Business Case Template for Free!