Pre-Engagement Resources — Template
Internal Business Case Template.
A prefilled template for the person inside your organisation who will present the engagement to MD, FD, or board. Replace all [bracketed text] with your organisation's actual figures and context before use.
← Back to Pre-Engagement Resources⚠ Template document — must be customised before use
This business case template is provided by Coaley Peak Ltd as a starting point only. It contains prefilled sections based on typical engagement scenarios. Before using this document: (a) replace all [bracketed placeholders] with your organisation's actual data, context, and requirements; (b) remove or modify any section that does not apply; (c) obtain independent financial, legal, or strategic advice before presenting to your board. Coaley Peak Ltd accepts no liability for the accuracy of projections, the outcome of any board decision, or any commercial arrangement entered into on the basis of this template. The example figures used in this document are illustrative only.
Internal business case
Proposed engagement with Coaley Peak Ltd
[CLIENT ORGANISATION NAME] — [DATE]
Section A — Executive Summary
We propose commissioning a process audit with Coaley Peak Ltd to identify, quantify, and independently verify opportunities to reduce [OPERATIONAL COSTS / MARKETING SPEND / PROCUREMENT COSTS — delete as applicable] across [DEPARTMENT / FUNCTION]. The engagement carries zero upfront cost: Coaley Peak bills only as a percentage of independently verified savings. If no savings are identified or targets are missed, there is no charge — and on contracts starting after 24 March 2026, Coaley Peak pays us up to £10,000 in total if agreed targets are missed.
Section B — Context & Problem Statement
Our current [cost base / operational model] in [DEPARTMENT] is generating approximately [£X] per year in [describe cost type]. [Describe the specific inefficiency, manual process, or cost pressure in 2–3 sentences]. We have not previously undertaken a systematic AI-assisted review of this area.
[CLIENT TO COMPLETE: Add any relevant context about recent audits, failed internal initiatives, or board-level priorities that make this timely.]
Section C — Proposed Solution
Coaley Peak Ltd (Company No. 11783676) operates Owlpen — an AI platform for cost reduction, process automation, and business intelligence — across UK businesses. Their engagement model is structured in six phases: discovery call, process audit, KPI agreement, deployment, live monitoring, and monthly independent verification.
The process audit (Weeks 1–3) is provided at no charge, regardless of whether we proceed. It will produce a full report identifying the highest-value opportunities within the agreed scope.
Key commercial terms: zero upfront cost; no retainer; no setup fee; fees are a pre-agreed percentage of verified savings only; 30 days' exit notice; data returned on termination.
Section D — Financial Case
| Upfront cost | £0 |
| Monthly management fee | £0 |
| Setup / onboarding fee | £0 |
| Cost of engagement | [X]% of independently verified savings — agreed in writing before implementation begins |
| Estimated annual savings (illustrative) | [Use the Gain Calculator at coaleypeak.co.uk/tools/calculator] |
| Estimated annual fee (at agreed %) | [Calculated from above] |
| Net benefit to organisation | Savings minus fee |
| ROI | Not applicable in traditional sense — the organisation retains the majority of every pound saved |
| Worst case | £0 — no invoice if no verified savings (post-March 2026: plus up to £10k total guarantee if agreed targets missed) |
[CLIENT TO COMPLETE: Insert your specific savings estimate from the Gain Calculator, or from Coaley Peak's process audit findings.]
Section E — Risk Summary
A prefilled risk assessment is available at coaleypeak.co.uk/get-started/risk-assessment. Key residual risks after controls are assessed as Low. The primary financial protection for this organisation is the pay-on-results model: we bear zero upfront cost exposure.
[CLIENT TO COMPLETE: Summarise the top 3 risks most relevant to your organisation and the controls you will apply.]
Section F — Implementation Timeline
Full implementation methodology: coaleypeak.co.uk/get-started/implementation-plan
| Phase | Timeframe |
|---|---|
| Phase 0 — Pre-engagement | Days 1–5 |
| Phase 1 — Process Audit (free) | Weeks 1–3 |
| Phase 2 — KPI Agreement | Weeks 3–4 |
| Phase 3 — Deployment | Weeks 4–8 |
| Phase 4 — Parallel Running | Weeks 6–10 |
| Phase 5 — Full Operation | Month 3 onwards |
| Phase 6 — Verification & First Invoice | Month-end (Month 3+) |
[CLIENT TO COMPLETE: Add internal resource requirements, IT approval timelines, or change management milestones.]
Section G — Governance & Oversight
| Internal owner | [CLIENT: Name and title of internal owner — recommend FD, CTO, or COO] |
| Coaley Peak account lead | Named on engagement agreement |
| Review cadence | Monthly (performance report) + quarterly (strategic review) |
| Escalation | Director-level at Coaley Peak; [CLIENT: internal escalation contact] |
| Success criteria | [CLIENT: Insert your specific KPI targets — to be agreed with Coaley Peak at KPI Agreement stage] |
Section H — Recommendation
We recommend approving the commissioning of a process audit with Coaley Peak Ltd. Given the zero-cost audit, pay-on-results commercial model, and £10,000/month guarantee, the downside risk to this organisation is negligible. The upside — independently verified reduction in [cost type] — is material. Note: the £10,000 guarantee is a total cap per 12-month engagement period, not a per-month payment; management time and resource are not covered by the guarantee and represent the primary residual risk to this organisation.
[CLIENT TO COMPLETE: Adjust recommendation as appropriate for your organisation's circumstances and appetite.]
Section I — Sign-Off
Prepared by
Date
Reviewed by
Date
Approved by
Date
© Coaley Peak Ltd 2026. This template is provided for internal due-diligence purposes only. The figures and scenarios contained in it are illustrative. Coaley Peak Ltd accepts no liability for decisions made on the basis of this template. All commercial terms are subject to negotiation and formal agreement.
Document reference: ISO_webpage_get-started_business-case-template_v1
Last modified: 29 March 2026
Pre-Engagement Resources·Internal Business Case Template