# shapescale-roi-impact-modeler

> Quantifies EBITDA uplift, ROI multiples, and business impact from deploying ShapeScale. Use this skill when prospects request ROI projections, payback analysis, economic impact modeling, or scenario comparisons using the ShapeScale ROI workbook methodology.

- Author: Niemand Assistant
- Repository: kesslerio/dialpad-clawdbot-skill
- Version: 20260127133854
- Stars: 0
- Forks: 0
- Last Updated: 2026-02-06
- Source: https://github.com/kesslerio/dialpad-clawdbot-skill
- Web: https://mule.run/skillshub/@@kesslerio/dialpad-clawdbot-skill~shapescale-roi-impact-modeler:20260127133854

---

---
name: shapescale-roi-impact-modeler
description: "Quantifies EBITDA uplift, ROI multiples, and business impact from deploying ShapeScale. Use this skill when prospects request ROI projections, payback analysis, economic impact modeling, or scenario comparisons using the ShapeScale ROI workbook methodology."
---

# ROI Impact Modeler

## Activation Cues
- Prospect asks for ROI, payback, or EBITDA impact
- Need to justify ShapeScale subscription with quantified metrics
- Comparing baseline performance vs post-adoption projections
- Running scenario analysis (conservative / expected / growth)

Always run the Python helpers bundled in `scripts/roi_analysis.py` before answering. They reproduce the ShapeScale ROI workbook exactly, so sales never hand-wave financials.

---

## 🚀 Core Workflow

### Step 1: Load Scenario or Custom Inputs
- **Workbook scenario**: `python scripts/roi_analysis.py --scenario "Scenario - Expected"`
- **Custom payload**: `python scripts/roi_analysis.py --json=/tmp/roi_payload.json`

### Step 2: Run ROI Analysis
```python
from scripts.roi_analysis import (
    BaselineInputs,
    ShapeScaleModifiers,
    run_roi_analysis,
    load_excel_scenario,
)

inputs = BaselineInputs(
    starts_per_month=10,
    average_months_on_program=5,
    program_monthly_fee=500,
    drug_cogs_per_patient_month=0,
    upsell_attach_rate=0.30,
    upsell_average_ticket=2000,
    marketing_spend=2850,
    staff_costs=12500,
    rent_and_utilities=4000,
    other_opex=3250,
    other_supplies_pct_of_upsell=0.167,
)
modifiers = ShapeScaleModifiers(
    new_starts_lift_pct=10,
    retention_delta_months=0.5,
    attach_rate_delta=0.1,
    upsell_ticket_pct_increase=0.0,
    subscription_fee=299,
)
result = run_roi_analysis(inputs, modifiers)
```

### Step 3: Present Results
- **Baseline EBITDA vs ShapeScale EBITDA**
- **Monthly uplift and ROI multiple** (uplift / $299 fee)
- **Qualitative drivers** (new starts, retention, attach rate, upsell ticket)
- **Payback framing** (months, multiples) plus action items

---

## Source of Truth
- **Excel**: `/Users/kesslerio/Shape Dropbox/Shape Team Folder/Marketing/B2B/B2B Sales and Marketing Assets/ShapeScale_ROI_Melanie_v2.xlsx` (ShapeScale ROI workbook)
- **Override path**: Set `SHAPESCALE_ROI_WORKBOOK=/path/to/workbook.xlsx` if running outside shared Dropbox
- **Supported sheets**: `ROI Calculator`, `Scenario - Super Conservative`, `Scenario - Expected`, `Scenario - Growth`
- Python respects Excel's round-half-up logic and staffing sensitivity assumptions

---

## 📚 BUSINESS-SPECIFIC PLAYBOOKS (LOAD AS NEEDED)

**SCENARIO-BASED LOADING:**

1. **When selling into GLP-1 / weight management programs:**
   - Load `roi-impact-modeler/references/business_playbooks.md` → GLP-1 Weight Management Playbook
   - Contains: baseline P&L snapshot, ShapeScale levers, scenario guardrails (conservative/base/upside), talk tracks

2. **When selling into body contouring (CoolSculpting, Emsculpt, etc.):**
   - Load `roi-impact-modeler/references/business_playbooks.md` → Body Contouring Playbook
   - Contains: funnel checklist, metric targets, financial framing, narrative bullets

3. **When presenting ROI to specific business types:**
   - Load `roi-impact-modeler/references/business_impact_library.md`
   - Contains: Plastic Surgery, Medical Spa, Weight Loss Clinic, Fitness Studio playbooks with specific metrics

4. **When prospect asks about revenue model options:**
   - Load `roi-impact-modeler/references/revenue_models.md`
   - Contains: per-scan pricing, package pricing, subscription models

5. **When creating custom scenarios or need JSON templates:**
   - Load `roi-impact-modeler/references/calculator_examples.md`
   - Contains: JSON payload templates, scenario selection guide, quick calculator examples, field usage tips

**AVAILABLE REFERENCES:**
1. **`roi-impact-modeler/references/business_playbooks.md`** - GLP-1 and Body Contouring detailed playbooks with scenario guardrails
2. **`roi-impact-modeler/references/business_impact_library.md`** - Business-type specific ROI metrics and talking points
3. **`roi-impact-modeler/references/revenue_models.md`** - Per-scan, package, and subscription pricing models
4. **`roi-impact-modeler/references/calculator_examples.md`** - JSON templates, scenario guide, examples, and usage tips

---

## 💡 BEST PRACTICES

1. **Always cite the workbook** - Reference "ShapeScale ROI workbook" to build trust
2. **Use actual numbers** - CLI returns JSON with precise baseline vs ShapeScale profit snapshots
3. **Offer audit trail** - Email JSON or Excel snippet so finance teams can verify
4. **Pair with financing skill** - When conversation shifts to payment plans, invoke `shapescale-tools (financing-calculator module)`
5. **Load playbooks on demand** - Only load business-specific references when relevant to prospect's business type
6. **Run sensitivity analysis** - Show how ROI changes with different assumptions (e.g., "if attach delta drops to +5pp, ROI still 32×")

---

## Related Skills

### When to Use Other Skills

**`shapescale-tools (financing-calculator module)`**: After presenting ROI, prospect asks about monthly payments or lease vs purchase options

**`shapescale-sales (closing-playbook module)`**: After positive ROI reaction, prospect shows buying signals or asks about next steps

**`shapescale-sales (post-demo-playbook module)`**: Including ROI projections in Day 2-3 follow-up email with actual prospect numbers

**`shapescale-sales (demo-qualification module)`**: Understanding prospect priority tier before selecting conservative/expected/growth scenario