Your team is using AI. Leadership is asking what it is worth. This kit gives you a defensible answer: the 7-Level ROI Framework and the Multiplier Method, ready to use.
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Eight files in one download. The workbook, worksheets, dashboard, and quarterly template are fillable PDFs you can complete on screen or print.
Seven level tabs with 69 ready-made metrics, automatic status tracking against baseline and target, a Multiplier Calculator, the ROI Equation, a one-page Dashboard, and a Data Collection Plan.
A 14-page fillable workbook for your executive sponsor and initiative lead. Agree on success, pick 3 to 5 metrics, set baselines and review dates, and sign off together.
The leadership handbook behind the numbers: what to measure, when to measure it, and how to defend it.
A fillable worksheet that plans the measurement for one AI workflow before you start.
Twelve steps that take one AI pilot from idea to a go or no-go decision, with a sample 90-day roadmap.
Two fillable templates that bring results to leadership on a single page each quarter.
Proof builds upward. Most organizations stop at logins and survey scores. This kit takes you all the way to financial and strategic results.
A reporting workflow that takes 5 hours to build and saves 4 hours every month returns 48 hours a year. That is a 9.6X time multiplier, and the kit shows you how to turn it into a number Finance will accept.
If someone is going to ask you what AI is actually returning, this kit is for you.
Built by a CPA with more than 40 years in finance and CFO-level work.
No. The handbook explains every measure in plain language, and the Excel tool does the math. Finance or HR only needs to confirm one number: your fully loaded hourly labor rate.
Excel 2016 or newer, Excel for Mac, or Excel for the web for the measurement tool, and any PDF reader for the rest. Adobe Acrobat Reader is free and fills in the forms.
Yes, within your organization. The license covers use inside one organization. For consultants who want to use it with several clients, email info@jonesi.us about a multi-organization license.
Yes. The 7-Level ROI Framework and the Multiplier Method are proprietary frameworks of The Jonesi Consultancy, and this kit is the self-guided version of how we approach AI ROI.
Because these are digital files, all sales are final. If a file will not open or something is missing, email info@jonesi.us and we will make it right.
Download it today and put it to work this week.
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150 ready-to-use prompts for the close, reporting, audit prep, tax research, and FP&A. A PDF guide plus a searchable Excel library.
Both toolkits together. Measure what AI returns and do the work faster, for less than buying them separately.