How do I generate a cold-prospect ROI projection PDF?
When a prospect has no recordings to share, TriageRX can still build an ROI report from a few business details. Choose PDF ROI Projection for an instant downloadable PDF, or Generate Prospect Report for an in-app report — both use industry benchmarks and are clearly marked as projections. Great for cold outreach where you want a credible number fast.
Before you start:
- TriageRX enabled. The PDF projection is billed as a single analyzed call.
Generate the PDF projection
- Open TriageRX and click PDF ROI Projection.
- Fill in the form (Cold Prospect ROI Projection):
- Business Name (required)
- Business Type (required)
- Calls / day (default 50)
- Avg call (min) — leave blank to use the industry average
- Staff answering (default 3)
- Hourly labor cost (default 25) 📷 Screenshot coming soonCold Prospect ROI Projection form
- Click Generate Projection Report — the branded PDF downloads in seconds.
Or generate an in-app prospect report
Choose Generate Prospect Report, enter the business details (calls per day, average duration, business hours, staff answering phones, current missed-call rate), and TriageRX builds an on-screen report you can also share via link.
What happens next
You get a report (PDF or on-screen) estimating how many calls an AI Employee could handle and the ROI impact, using your inputs and SuperLedger agency benchmarks. Because there are no recordings, the report is labeled as an estimated projection — the numbers calibrate against real data once recordings are connected.
How it works
Projections fill any blank fields with benchmark averages for the business type, so you can produce a credible report from minimal information. When you're ready to make the pitch stronger, switch to the recordings path for a report based on the prospect's real calls.