Calculators
ROI calculator
The classic B2B lead magnet. Someone enters their own numbers, sees their own answer, and gives you their email to keep it. The maths is visible in the formula, which is what makes it believable.
- Questions
- 5
- Takes about
- 1.5 min
- Style
- One page
- Scoring
- None
Free, no card. It lands in your workspace as an editable draft.
Worth knowing
- The welcome screen and the intro text above the first question carry example turnaround times, policies and promises. Rewrite them as yours before you publish — they are the part respondents take literally.
What's in it
What would this save you?
Welcome screen
Use your own numbers, not ours. The calculation is simple on purpose: people saved, hours…
Rich text
- 1
How many people do this work?*
Number
- 2
Hours each, per week, spent on it*
Number
- 3
Average hourly cost*
Number
- 4
What share could be automated?*
Number
Estimated annual saving
Calculation
- 5
Email this to me*
Email
Sent
Ending
How to use this template
Open it as a draft
Press "Use this template" and it lands in your workspace as an editable form with all 5 questions already in it. No card, and nothing is published until you say so.
Cut what you do not need
Every question you remove is one fewer reason to abandon the form. It takes about 1.5 minutes to fill in as it stands, and that is the number worth protecting.
Add from the question bank
Pick what you are missing from the questions below. Drag any of them in, change the wording, and use conditional logic so people only see the ones that apply to them.
Share it, or put it on your own site
Publish to get a link, or embed it in a page you already have. Answers arrive in your dashboard, and you can send them on to anywhere else with a webhook or an integration.
32 roi calculator form questions to choose from
An ROI calculator is a sales tool that lets the buyer convince themselves, which works far better than being convinced. It also gives them the numbers they need to persuade whoever holds the budget.
Be conservative with the assumptions. A calculator that returns an absurd figure destroys the credibility of everything around it.
Their current cost
- How many people do this task?
- How many hours a week does it take each of them?
- What is the average hourly cost of those people?
- How often does it have to be redone?
- What do you currently spend on tools for it?
- How many errors happen in a typical month?
- What does an error cost to fix?
- What revenue is delayed by the current process?
What would change
- How much of this could be automated, realistically?
- How much faster would each task be?
- How many fewer errors would you expect?
- How much sooner would things ship?
- Would you need fewer tools?
- Would you avoid a hire?
- How long would it take to get set up?
- Who would need training?
The result
- Show annual saving, monthly saving or both?
- Show the payback period in months?
- Show the assumptions you used?
- Let them adjust the assumptions?
- Show a conservative and an optimistic figure?
- Show the cost alongside the saving?
- Show it as a chart or a number?
- Offer the full working as a PDF?
Capturing it
- What is your name?
- What is your work email?
- What company are you with?
- What is your role?
- Would you like this sent to you?
- Would you like a version you can show your finance team?
- Would you like to talk it through with someone?
- Does this figure match what you expected?
ROI Calculator form questions, answered
- How do I build an ROI calculator?
- Ask for the few numbers that drive the saving, multiply them in a calculation, and show the result on the ending screen. The maths is set up in the builder rather than written as code.
- What makes an ROI calculator credible?
- Conservative assumptions, visible working, and the ability to change the inputs. A figure somebody cannot interrogate is a figure they will not take to their CFO.
- Should an ROI calculator ask for an email first?
- No. Show the number, then offer to send a version they can forward. The forwardable version is what actually gets you into the budget conversation.
- What should an ROI calculator do with a bad result?
- Say so honestly. 'Based on these numbers it would not pay back within a year' buys you more trust than a calculator that always says yes, and it saves your sales team a call.
- Is this roi calculator form template free?
- Yes. Use it, publish it and collect answers on the free plan with no card. Paid plans add things like payments, scheduling, removing our badge and your own domain, but none of them are needed to run this form.
- Do I need an account to use it?
- You need one to edit and publish, because the form has to live somewhere and the answers have to come back to you. Signing up takes about a minute and does not ask for a card. The people filling your form in never need an account.
- Can I change the questions?
- All of them. The template is a starting point, not a fixed form: add, remove, reword and reorder anything, change the look, and use logic so people only see the questions that apply to them.
- Can I put it on my own website?
- Yes. Embed it in a page you already have, or share the link. On a paid plan you can serve it from your own domain so the address says your name rather than ours.
- Where do the answers go?
- Into your dashboard, where you can read, search and export them as CSV. You can also have each response emailed to you, pushed to another tool with a webhook, or sent to a connected integration.
- How long does this form take to fill in?
- About 1.5 minutes as it stands, across 5 questions. Every question you cut brings that down, and shorter forms get finished more often.
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