Does this apply to specific CRMs (HubSpot, Salesforce, GHL)?

The ROI model is CRM-agnostic. The build-vs-buy matrix has columns for the major platforms, and the workflows section maps to native features where relevant.

Are the benchmarks UK-specific or global?

Benchmarks are sourced from UK and US studies. They are within 10-20% of each other for B2B workflows — close enough to model meaningfully.

No. The PDF lands in your inbox within 60 seconds, then nothing unless you opt in. No drip campaign, no salesperson pinging you. Unsubscribe is one click and respected immediately.

Why are you giving this away?

We use these in client engagements every week. If you find them useful and ever decide you want help applying them, you know where to find us. If not, no obligation — we still hope they save you a meeting or two.

Free resource 8 pages · 5-min skim · 20-min if you fill in your numbers

CRM Automation ROI Worksheet

For sales and revenue leaders evaluating CRM automation

Model hours-back from each CRM automation
Quantify revenue lift from faster pipeline routing
Calculate payback windows for the 8 highest-ROI workflows

CRM Automation ROI Worksheet cover preview

What's inside

The 8-page version of crm roi worksheet.

01 Hours-back calculator per workflow type (with industry benchmarks)
02 Revenue-lift model from response-time improvements
03 Payback period worksheet for the 8 highest-ROI automations
04 Build-vs-buy vs subscribe decision matrix
05 Stakeholder one-pager template for budget approval

Written by Gavin Braithwaite

Founder, Rogue Digital

Pulled from the actual frameworks we use in client engagements — including the artefacts that we hand off at the end of each phase. Not theory. The version of the resource you'd see if we ran the work for you.

Questions before you sign up

The things people ask before clicking the button.

Does this apply to specific CRMs (HubSpot, Salesforce, GHL)?: The ROI model is CRM-agnostic. The build-vs-buy matrix has columns for the major platforms, and the workflows section maps to native features where relevant.
Are the benchmarks UK-specific or global?: Benchmarks are sourced from UK and US studies. They are within 10-20% of each other for B2B workflows — close enough to model meaningfully.
Will I get spam?: No. The PDF lands in your inbox within 60 seconds, then nothing unless you opt in. No drip campaign, no salesperson pinging you. Unsubscribe is one click and respected immediately.
Why are you giving this away?: We use these in client engagements every week. If you find them useful and ever decide you want help applying them, you know where to find us. If not, no obligation — we still hope they save you a meeting or two.

Want this applied to your business?

The PDF is a starting point. If you'd rather have us run the engagement, book a 30-minute discovery call and we'll scope it together.

Book a discovery call