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This recipe walks you through building a complete business case—from locating your opportunity to sharing a polished ROI calculation with your prospect.
1

Select an Opportunity

Your opportunities should be synced from your CRM. Choose an opportunity and click Create business case.
2

Add Context

Context is what Minoa knows about a particular deal. You can attach call transcripts, add free text to the Additional context field, or upload files. This will guide any generated content or suggestions.
3

Draft a Summary

Choose one of the preset templates to establish the narrative of the deal.
4

Select Use Cases

Build your value calculation from your organization’s value framework.
5

Add an Investment

Define the pricing terms for the deal. (You can always choose to hide the investment)
6

Share your Business Case

Invite your collaborators into the business case or share a slide deck

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Finding your opportunity

Your home page displays all business cases in your workspace. Use these tools to find the right one.

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Search and filter

Use the search bar to find opportunities by name. Click Filters to narrow by:
  • Opportunity Status – Open, Closed Won, or Closed Lost
  • Opportunity Owner – Filter by yourself, specific team members, or entire teams
  • Business Case – Show only opportunities with or without business cases
  • Level of Detail – Low, Medium, or High to identify which cases need more work
Business cases are typically created after an initial discovery call. The transcripts from your calls provide context for Minoa AI to recommend use cases and generate an executive summary.

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Create a new business case

  1. Click Create business case on an open opportunity in Salesforce or directly in Minoa
  2. The new business case will be linked to your Salesforce opportunity

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Add context

The context window is your chance to prompt Minoa AI with information about the opportunity. You can:
  • Select calls connected through a recording software like Gong, Chorus, Fathom, or Momentum
  • Paste supportive text like Salesforce notes or call transcripts into the Additional Context field
Context Menu

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Draft your summary

Choose one of three summary templates to analyze your call transcript:
TemplateBest for
Minoa FrameworkComprehensive structure covering context through implementation
The Three WhysUncovering deeper business drivers and challenges
Command of the MessageCrafting value-driven, structured sales pitches

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Select use cases

After adding context, you’ll choose use cases—pre-formatted calculations that translate your products into value-based language.
  1. Review the Suggested Use Cases that Minoa AI recommends based on your context
  2. Use tags to filter by industry or vertical
  3. Add additional use cases as needed
  4. Click Calculate Value to proceed
Suggested Use Case Filtering Use Cases

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Configure your Use Cases

Use cases come with default values but they might not match your prospect’s business. You can change any of the inputs on one of your use cases to adjust the total benefit.
  1. Navigate to the Calculation Tab
  2. Click Show Inputs on a Use Case Card
  3. Add the Values you already know for the inputs
  4. Use the source column to indicate to your champion which values they should provide
You can also send the inputs to your prospect as a survey. Click the Customer Inputs tab and group your inputs to your liking. Locked inputs won’t show up in the survey. Share the link and responses will appear automatically on your use case cards.
Use Case Card

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Adding an Investment

Once you’ve tailored your use cases to the prospect you can define the pricing structure for this deal. Don’t worry, you can always hide the investment to keep the conversation focused on benefit in the early stages.
  1. Navigate to the Investment Tab
  2. Add a recurring and/or one-time fee
  3. Manage the visibility with the icon button in the top right of the investment section
Investment Table Full

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Sharing your Business Case

Now that you have the core of the business case set up, you have several options for how to share. Business cases with clear evidence of collaboration is directly correlated with increased win rates.
  1. Click the share button in the top right
  2. Add the email of your champion
  3. Make sure they have the Editor role assigned
Your champion will have a limited view of the business case. They won’t be able to see hidden tabs or change the contract length, but they can add input values and help you craft the story of the business case. Clean Shot 2025 12 19 At 10 59 15@2x

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Option 2: One-Page Business Case

A document version of your business case that you can regenerate to pull in your latest changes. A link to the original business case is included at the bottom. Clean Shot 2025 12 19 At 10 59 43@2x

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Option 3: Export

You have the option to export your business case as a slide deck with your branding. Slide exports can be a great way to leave an asset with your champion to share internally.
  1. Click the export icon in the left toolbar of your business case
  2. Select Google Slides, Powerpoint, or PDF
  3. ❗️ Ensure your browser isn’t blocking popups. This is the most common reason for a failed export. Look for a Lock icon near the url of the page.
  4. Open the exported document. If it’s Google slides or PDF you can add or remove whatever content you’d like. Remember to copy the deck to your organization’s drive.
Clean Shot 2025 12 19 At 11 00 09@2x