Homeホーム / Insights / Pricing and contracts解説記事 / 料金・契約
How many months until that SaaS pays for itself?そのSaaS、何か月で元が取れますか
The conclusion first. Lay the cost out in a table of 8 lines covering 3 years, and measure the benefit on 2 counts only: hours saved × the loaded hourly cost of labour, and added revenue × gross margin. Divide, and if the payback period comes out at 6 months or less you may sign; past 12 months, rebuild the cost side; past 24 months, that calculation cannot justify the purchase. The payback period is the number of months it takes to recover what you paid out of what the SaaS produces — the labour cost of the hours it removes plus the gross profit it adds. Figures here are Japan pricing, annual billing, excluding tax, unless stated otherwise.
Before you calculate: would the free tier be enough?
HubSpot has a free tier with no expiry date. Its own pages put the ceiling at 2 users and 1,000 contacts: “You can add up to 2 users to your free account.” “You can add 1,000 contacts, and your free access has no time limit.” If 2 or fewer people will operate it and you mail to 1,000 or fewer contacts, you do not need the calculation below. Seats are bought only for the people who use them, so with 5 people but only 2 seats the cost is 2/5 of the full amount. The 1,000 contacts on the free tier and the 1,000 marketing contacts included in paid Marketing Hub are separate allowances.
Why 3 years?
Over 1 year the one-time costs weigh too heavily. HubSpot Marketing Hub Professional (Japanese page, annual contract) is ¥96,000 a month with ¥360,000 of mandatory onboarding, so 24% of the ¥1,512,000 first year (= ¥96,000 × 12 + ¥360,000) is incurred once only (¥106,800 a month on monthly billing). Over 5 years the cost cannot be fixed, because none of the 6 vendors covered here state on their own pages how much prices rise from year 2 onward.
The cost side: 3 years, 8 lines
The worked example is HubSpot Marketing Hub Starter from the Japanese page, priced in yen. It is a different system from the Starter Customer Platform on the US page ($7 / $20).
| # | Cost item | Your formula, and how to read the number | Worked example (HubSpot Marketing Hub Starter, Japanese page, 5 seats, 1,500 marketing contacts, annual contract, excluding tax, ¥150 per 1 dollar) | 3-year total |
|---|---|---|---|---|
| 1 | Monthly price × seats | Monthly price per 1 seat ___ × number of seats ___ × 36 | ¥840 × 5 seats × 36. The ¥840 is the annual-billing price and carries conditions: new customers only, and some offers are available for a limited time | ¥151,200 |
| 2 | Waste from seat minimums and increments | (seats you are forced to buy ___ − people who use it ___) × monthly price per 1 seat ___ × 36. Seats cannot always be bought 1 at a time | We could not find HubSpot Starter's seat minimum or purchase increment stated on the vendor's own pages, so this assumes seats can be bought 1 at a time. monday.com Work Management (priced separately from the CRM product) sets a minimum of 3 seats rising in multiples of 5, and puts a team of 6 on the 10-seat plan: “Our pricing plans start at a minimum of 3 seats, and then ascend in multiples of 5.” “If you have a team of 6, you will need to select the 10-seat plan.” A separate support article, however, gives the sequence 3, 5, 10, 15, 20, 30 as examples — “3, 5, 10, 15, 20, 30 seats etc.” — and we could not find the increment above 20 seats — whether 25 seats can be chosen, for instance — stated on the vendor's own pages. Working only from the 10 seats both pages agree on: if 6 people use Standard (Work Management, annual billing, $12 per seat per month), the 4 unused seats cost $12 × 4 × 36 = $1,728 over 3 years, and the payment at signing covers 10 seats rather than 6, at $12 × 10 × 12 = $1,440. Reducing seats takes effect only on the next renewal date. Asana's minimum is 2 seats, then 3, 4 and 5 seats, and from there in steps of 5 up to 30 people | ¥0 |
| 3 | Setup fees and mandatory onboarding | One-time cost ___ × 1 | We could not find any mandatory onboarding fee for Starter stated on the vendor's own pages (Professional is stated at ¥360,000) | ¥0 |
| 4 | Overage charges (contacts and records) | Overage blocks ___ × price per block ___ × 36. What you count is not your total contacts but the number you actually mail | Only the “marketing contacts” in paid Marketing Hub are charged, and the official catalog states “all your non-marketing contacts are free, up to a limit of 15 million overall contacts”. The example mails to 1,500: (1,500 − the 1,000 included) → 1 block of 1,000 × $50 a month × 36 = $1,800. We could not find a yen price for the overage, so this converts at ¥150 | ¥270,000 |
| 5 | Overage charges (extra users and add-ons) | Extra people ___ × unit price ___ × 36 | Included in the per-seat price, so already counted on line 1 | ¥0 |
| 6 | Payment and transaction fees | (monthly sales ___ × rate ___ + transactions ___ × fixed fee ___) × 36 | Not applicable (this example does not run e-commerce) | ¥0 |
| A | Total cost over 3 years | 1 + 2 + 3 + 4 + 5 + 6 | 151,200 + 270,000 | ¥421,200 |
| 7 | Annual prepayment (already inside A — do not add) | Annual amount for 1 year ___ × 1. The line that says when the cash leaves | ¥840 × 5 seats × 12 | ¥50,400 |
| 8 | Exchange rate (a conversion of A — do not add) | A (foreign currency) × assumed rate ___ yen. The line that says what A becomes in yen | $1,800 × ¥140 = ¥252,000 / × ¥160 = ¥288,000 | A is ¥403,200 to ¥439,200 |
| B | 3-year total in yen | A at the yen price if the contract is in yen; the result of line 8 if it is in foreign currency | Seats are fixed in yen; only the overage moves with the exchange rate | ¥403,200 to ¥439,200 |
Sources (checked August 2026): the hubspot.jp pricing page (Marketing Hub Starter ¥840 annual / ¥2,400 monthly per seat per month; Professional ¥96,000 annual / ¥106,800 monthly per month plus ¥360,000 onboarding), the HubSpot Product and Services Catalog (1,000 contacts included; 1,001 to 3,000 contacts at $50 a month per 1,000), 2 monday.com help pages (minimum 3 seats in multiples of 5 / 3, 5, 10, 15, 20, 30 seats etc.), monday.com pricing (Work Management Standard, annual billing $12 per seat per month) and Asana's help pages (minimum 2 seats, then steps of 5). The rates of ¥140 / ¥150 / ¥160 are assumptions.
Lines 7 and 8 are not added into A; adding them would double-count. The cash that leaves at signing is ¥50,400 (¥840 × 5 seats × 12, in yen, excluding tax), and the first year is ¥50,400 + $50 × 12 months × ¥150 = ¥140,400. A ÷ 36 gives ¥11,700 a month, which is a way of thinking about the number, not the shape the invoice arrives in.
The largest line is not 1 but 4: ¥270,000 over 3 years, 64% of the total (¥270,000 ÷ ¥421,200). The number of contacts you mail moves the money more than the number of people in seats. The Japanese page shows 2 figures, ¥840 per seat per month on annual billing and ¥2,400 per seat per month on monthly billing, and the page does not say whether that ¥840 is a limited-time discounted price or the standard one. We could not find the period the discount applies for, or whether ¥840 continues after renewal, stated on the vendor's own pages.
Who should not buy, first. With 2 or fewer people and 1,000 or fewer contacts to mail, the free tier is enough. If you expect to pass 3,000 contacts, the overage overtakes the seat price, so price the higher plans alongside it before you decide. A company that does not send email never incurs line 4, and this worked example will not help.
Only 2 things count as benefit
| Item | Formula, and how to read the number | Your figure | Worked example (per month, all assumptions) |
|---|---|---|---|
| ① Hours removed | Hours saved (people × hours per month). Enter only figures the people who use it have given you themselves | ___ hours | 10 hours |
| ① Loaded hourly labour cost | (annual salary + employer contributions) ÷ annual working hours. The cost of 1 hour including the employer's share of social insurance, not salary alone | ___ yen per hour | ¥3,067 (¥4,800,000 × 1.15 ÷ 1,800 hours) |
| ① Subtotal | Hours × rate | ¥30,670 | |
| ② Added revenue | Increase per month | ___ yen | ¥100,000 |
| ② Gross margin | What percentage of revenue is left after purchases and outsourced work are deducted | ___ % | 60% |
| ② Subtotal | Revenue × gross margin | ¥60,000 | |
| What not to enter | Anything with no formula to turn it into money — “satisfaction goes up”, “information is centralised”. Put a figure on it without a conversion formula and you have decided the conclusion first and worked backwards to the number | — | No row for this |
| Total benefit | ① + ② | ¥90,670 per month |
Source: there are no vendor figures on the benefit side. Every entry in the worked example is an assumption you set yourself, not a number from a vendor case study.
The payback period comes out of 1 division
Payback period (months) = implementation cost ÷ (benefit per month − SaaS cost per month). In the worked example, what leaves at signing is the prepayment of ¥840 × 5 seats × 12 = ¥50,400 plus 40 hours × ¥3,067 = ¥122,680 of your own time for setup, data migration and learning the tool: ¥173,080 in total. The 1 year of seats is paid off here, so the only monthly outflow is the $50 × ¥150 = ¥7,500 overage.
¥173,080 ÷ (¥90,670 − ¥7,500) = ¥173,080 ÷ ¥83,170 = 2.08 months. If you put the prepayment in the numerator, take the seats out of the denominator. Put them in both and you count the seat price 2 times, and the payback period comes out longer than it is. On monthly billing at ¥2,400 there is no prepayment: the implementation cost is ¥122,680 and the monthly outflow is ¥2,400 × 5 seats + ¥7,500 = ¥19,500.
¥122,680 ÷ (¥90,670 − ¥19,500) = ¥122,680 ÷ ¥71,170 = 1.72 months. Either way of paying lands at around 2 months, so the payment method does not change the conclusion.
Payback period with the revenue uplift set to zero (HubSpot Marketing Hub Starter, Japanese page, 5 seats, annual contract, excluding tax, ¥150 per 1 dollar)
Assumptions: initial outlay ¥173,080 (¥50,400 prepaid + 40 hours of your own time × ¥3,067), ¥7,500 of spend each month (the $50 overage), a loaded labour cost of ¥3,067 per hour, and no revenue uplift. At 2.45 hours a month or less (¥7,500 ÷ ¥3,067) the denominator turns negative and no number of months will recover the cost. When you substitute your own figures, estimate the 40 hours as “people who touch it × hours per 1 person”, and check that the line is still crossed if you halve the benefit through the first 3 months of ramp-up (¥45,335 a month). The y axis is a log scale. Sources (checked August 2026): the hubspot.jp pricing page (Marketing Hub Starter ¥840 per seat per month on annual billing) and the HubSpot Product and Services Catalog (1,001 to 3,000 contacts at $50 a month per 1,000). The benefit figures and the exchange rate are assumptions
How many months is reasonable?
All amounts exclude tax. 12 months is both the term of an annual contract and the period for which, as a rule, nothing is refunded if you cancel part-way through. The refund windows we could confirm on vendor pages: monday.com within 30 days of the first purchase (renewals of monthly plans are excluded), Semrush within 7 days of the first annual contract (monthly billing is excluded), Squarespace within 14 days of an annual purchase (no refund on monthly billing), Shopify's terms of service section 5 states “Shopify does not provide refunds.”, HubSpot states “all amounts paid are non-refundable”, and Asana likewise “non-cancelable and non-refundable”. 24 months is the range beyond which costs cannot be fixed, because none of the 6 vendors state on their own pages how much prices rise from year 2 onward. Sources (checked August 2026): each vendor's own refund policy and terms of service (listed at the end of this article)
For the 4 cases in Q1, leave the benefit side and the payback column blank. Force a number into them and the discussion drifts toward dropping the requirement. Annual billing is, as a rule, not refunded if you stop partway, so once you sign you keep paying for at least 12 months. The line sits at 6 months because even if the benefit comes in at half, you still recover within 12 months and are in the black before the first renewal.
When in doubt, set the added revenue to zero
Added revenue is the figure that misses by the most. If the line is still crossed with the uplift at zero, the case is safe to buy. In the worked example, with no revenue uplift, 11.9 hours a month brings the payback within 6 months, 7.2 hours within 12 months and 4.8 hours within 24 months, and at 2.45 hours a month or less you never recover it. For your own figures: (initial outlay ÷ the number of months you are targeting + monthly spend) ÷ loaded hourly labour cost.
Between 6 and 12 months, the gap you pay to bill monthly (¥2,400 a month against ¥840 on annual billing) is the price of deferring the decision. Between 12 and 24 months, do not raise the benefit side; rebuild the cost side. In the worked example, holding the contacts you mail to 1,000 or fewer removes the ¥270,000 on line 4 and brings the cost to ¥151,200. Past 24 months you cannot buy, because none of the 6 vendors state how much prices rise, so costs further out cannot be fixed. If you are unsure, fill in line 4 first.
Do not write ¥0 in a box you could not fill. ¥0 means “we checked and it was zero”; blank means “we checked and could not find out”. The boxes that most often stay blank, the size of price rises and whether the discount continues, should be obtained in writing before you sign.
This is not for anyone who writes down hours saved without asking the people who actually do that work. An approver's estimate is never tested after rollout, and the same estimate reappears in the next request for approval.
Sources (checked August 2026)
- HubSpot: free tier (2 users, 1,000 contacts, no time limit) / Starter Customer Platform, US page ($7 on annual billing = 65% off, paid upfront with an annual contract; list price $20; new customers only, limited time; a different system from Marketing Hub Starter on the Japanese page) / Marketing Hub pricing, Japanese page (Starter ¥840 annual / ¥2,400 monthly per seat per month; Professional ¥96,000 annual / ¥106,800 monthly per month plus ¥360,000 onboarding; annual and monthly are switched by a toggle on the same page, so check again before you sign) / catalog (1,000 contacts included; non-marketing contacts free up to 15 million; 1,001 to 3,000 contacts at $50 a month) / terms of service (non-refundable; all fees exclusive of tax)
- monday.com (Work Management; priced separately from the CRM product): plans and pricing (minimum 3 seats, multiples of 5, a team of 6 takes 10 seats) / pricing model adjustment (3, 5, 10, 15, 20, 30 seats etc.) / pricing (Standard $12 on annual billing) / refund eligibility (within 30 days of the first purchase) / downgrading (seat reductions take effect on the next renewal date)
- Asana: pricing and seats (minimum 2 seats, then steps of 5) / terms (non-cancelable, non-refundable)
- Semrush: refund policy (within 7 days of the first annual contract)
- Squarespace: refund policy (annual billing, within 14 days)
- Shopify: terms of service (section 5, no refunds)
The figures are calculated excluding tax, but we could not find any statement on HubSpot's Japanese pricing page as to whether prices include or exclude tax (the US terms of service state “All fees are exclusive of taxes”). The seat minimum and purchase increment, any mandatory onboarding fee for Starter, the yen price of the overage, the period the discount applies for and the price after renewal are all things we could not find stated on the vendor's own pages. Terms change, so please check each vendor's own pages before you sign.
結論から書きます。費用は3年・8行の表で、効果は「削減時間×人件費単価」と「増収×粗利率」の2本で出します。割り算で出る回収期間が6か月以内なら契約してよく、12か月を超えるなら費用側を組み直し、24か月を超えるならその計算では買えません。回収期間とは、払ったお金を、そのSaaSが生む金額（減った作業時間の人件費＋増えた粗利）で取り戻すまでの月数です。
計算の前に、無料版で足りませんか
HubSpot には期限のない無料版があります。公式ページに「You can add up to 2 users to your free account.（日本語訳：無料アカウントには2ユーザーまで追加できます）」「You can add 1,000 contacts, and your free access has no time limit.（日本語訳：連絡先を1,000件まで追加でき、無料利用に期限はありません）」とあります。操作する人が2人以下で配信対象が1,000件以下なら、以下の計算は要りません。 席は使う人の分だけ買うので、5人でも2席なら費用は5分の2です。無料版の連絡先1,000件と、有料 Marketing Hub のマーケティングコンタクト1,000件は別の枠です。
なぜ3年で切りますか
1年だと一度きりの費用が重すぎます。HubSpot Marketing Hub Professional（日本語ページ・年間契約）は月￥96,000に導入支援￥360,000が必須で、初年度￥1,512,000（＝￥96,000×12＋￥360,000）の24%が初年度限りです（月次契約なら月￥106,800）。5年だと、2年目以降の値上げ幅が掲載6社とも公式に載っていません。
費用は3年・8行で出します
記入例は日本語ページの HubSpot Marketing Hub Starter（円建て）で、米国ページの Starter Customer Platform（$7／$20）とは別体系です。
| # | 費目 | 自社の計算式と、数字の読み方 | 記入例（HubSpot Marketing Hub Starter・日本語ページ・5席・配信対象1,500件・年間契約・税別・1ドル150円） | 3年合計 |
|---|---|---|---|---|
| 1 | 月額×席数 | 1席の月額 ___ × 席数 ___ × 36 | ￥840 × 5席 × 36。￥840は年払いのときの価格で、「新規のお客さま限定です。一部のオファーは期間限定でご利用いただけます」と条件つき | ￥151,200 |
| 2 | 最低席数・刻みによる無駄 | (買わされる席数 ___ − 使う人数 ___) × 1席の月額 ___ × 36。席は1席単位で買えないことがある | HubSpot Starter の席の最低数と購入単位は公式に記載を確認できず、1席単位で買える前提。monday.com Work Management（CRM製品とは別料金）は「Our pricing plans start at a minimum of 3 seats, and then ascend in multiples of 5.（日本語訳：料金プランは最低3席から始まり、以降は5の倍数で上がります）」「If you have a team of 6, you will need to select the 10-seat plan.（日本語訳：6人のチームなら10席プランを選ぶ必要があります）」。ただし別のサポート記事は「3, 5, 10, 15, 20, 30 seats etc.（日本語訳：3, 5, 10, 15, 20, 30席など）」と例示しており、20席を超える刻み（25席を選べるか）は公式に記載を確認できません。そこで両方の記載に共通する10席だけで試算すると、6人が Standard（Work Management・年払$12／席・月）を使う場合、使わない4席に3年で $12×4×36 ＝ $1,728、契約時の前払いも6席でなく10席分の $12×10×12 ＝ $1,440。席を減らしても反映は次回更新日。Asana は最小2席、次が3・4・5席、以降は30人までは5席刻み | ￥0 |
| 3 | 初期費用・必須オンボーディング | 一時費用 ___ × 1回 | Starter に必須の導入支援費用の記載は確認できず（Professional は￥360,000と明記） | ￥0 |
| 4 | 超過課金（連絡先・レコード） | 超過ブロック数 ___ × ブロック単価 ___ × 36。数えるのは連絡先の総数ではなく配信対象の件数 | 課金対象は有料 Marketing Hub の「マーケティングコンタクト」だけで、公式カタログに「all your non-marketing contacts are free, up to a limit of 15 million overall contacts（日本語訳：マーケティング対象外の連絡先は、全体で1,500万件までは無料です）」。(1,500 − 込み1,000) → 1,000件単位で1ブロック × 月$50 × 36 ＝ $1,800。円建て価格は確認できず150円で換算 | ￥270,000 |
| 5 | 超過課金（追加ユーザー・アドオン） | 追加人数 ___ × 単価 ___ × 36 | 席単価に含まれるため1番に計上済み | ￥0 |
| 6 | 決済・取引手数料 | (月商 ___ × 率 ___ ＋ 件数 ___ × 固定額 ___) × 36 | 該当なし（ECを扱わない前提） | ￥0 |
| A | 3年の費用合計 | 1＋2＋3＋4＋5＋6 | 151,200 ＋ 270,000 | ￥421,200 |
| 7 | 年払いの前払い（Aの内数・足さない） | 1年分の年額 ___ × 1回。いつ出ていくかの行 | ￥840 × 5席 × 12 | ￥50,400 |
| 8 | 為替（Aの換算・足さない） | A（外貨）× 想定レート ___ 円。いくらになるかの行 | $1,800 × 140円＝￥252,000／×160円＝￥288,000 | A は ￥403,200〜￥439,200 |
| B | 円での3年総額 | 円建て契約なら円価格でA、外貨建てなら8の結果 | 席は円建て固定、超過分のみ為替で変動 | ￥403,200〜￥439,200 |
出典（2026年8月確認）：hubspot.jp 料金ページ（Marketing Hub Starter 年払￥840・月払￥2,400／シート・月、Professional 年払月￥96,000・月払月￥106,800＋導入支援￥360,000）、HubSpot 製品・サービスカタログ（1,000件込み、1,001〜3,000件は1,000件ごと月$50）、monday.com 公式ヘルプ2本（最低3席・5の倍数／3, 5, 10, 15, 20, 30席など）、monday.com 料金（Work Management Standard 年払$12／席・月）、Asana 公式ヘルプ（最小2席・5席刻み）。為替140／150／160円は仮定値です。
7番と8番はAに足しません（足すと二重計上です）。契約時に出ていく現金は￥50,400（￥840×5席×12。円建て・税別）、初年度は ￥50,400＋$50×12か月×150円 ＝ ￥140,400 です。 A÷36の月￥11,700は考え方の数字で、請求はこの形では来ません。
一番大きい行は1番ではなく4番で、3年￥270,000、全体の64%（￥270,000÷￥421,200）です。席の人数より、配信対象の件数が金額を動かします。日本語ページに載るのは年払￥840／シート・月と月払￥2,400／シート・月の2つで、この￥840が期間限定の割引後の価格なのか通常価格なのかは、ページ上で区別されていません。割引の適用期間と、更新後も￥840が続くかは記載を確認できませんでした。
買うべきでない読者像を先に書きます。2人以下で配信対象が1,000件以下なら無料版で足ります。3,000件を超える見込みなら、超過課金が席の料金を追い抜くので上位プランと並べてください。メール配信をしない会社は4番が発生せず、この記入例は参考になりません。
効果は2本しか数えません
| 項目 | 計算式と、数字の読み方 | 自社の数字 | 記入例（月あたり・すべて仮定値） |
|---|---|---|---|
| ① 削減される工数 | 減る時間（人数×時間／月）。使う本人が申告した数字だけを入れる | ___ 時間 | 10時間 |
| ① 人件費単価 | (年収 ＋ 会社負担分) ÷ 年間労働時間。給与だけでなく、社会保険料の会社負担分まで含めた1時間あたりの人件費 | ___ 円／時 | ￥3,067（480万円×1.15 ÷ 1,800時間） |
| ① 小計 | 時間 × 単価 | ￥30,670 | |
| ② 増える売上 | 月あたりの増加額 | ___ 円 | ￥100,000 |
| ② 粗利率 | 売上から仕入れや外注費を引いた残りが、売上の何%か | ___ % | 60% |
| ② 小計 | 売上 × 粗利率 | ￥60,000 | |
| 入れない項目 | 「満足度が上がる」「情報が一元化される」など、金額に換算する式がないもの。換算式のないまま金額にすると、結論を先に決めて逆算した数字になります | — | 行を作りません |
| 効果合計 | ① ＋ ② | ￥90,670／月 |
出典：効果側に公式の数字はありません。記入例はすべて自社で置く仮定値で、ベンダーの導入事例の数値ではありません。
回収期間は、割り算1回で出ます
回収期間（か月）＝ 導入コスト ÷（月あたりの効果 − 月あたりのSaaS費用）。記入例で契約時に出るのは、前払い ￥840×5席×12 ＝ ￥50,400 と、初期設定・データ移行・操作を覚える自社工数 40時間×￥3,067 ＝ ￥122,680、合計￥173,080。席の1年分はここで払い終えるので、毎月出るのは超過課金 $50×150円 ＝ ￥7,500 だけです。
￥173,080 ÷（￥90,670 − ￥7,500）＝ ￥173,080 ÷ ￥83,170 ＝ 2.08か月。前払いを分子に置くなら、分母から席の分を外します。両方に入れると席の料金を2回数え、回収期間が実際より長く出ます。月払い￥2,400なら前払いはなく、導入コストは￥122,680、毎月は ￥2,400×5席＋￥7,500 ＝ ￥19,500 です。
￥122,680 ÷（￥90,670 − ￥19,500）＝ ￥122,680 ÷ ￥71,170 ＝ 1.72か月。年払と月払のどちらで買っても2か月前後で、支払い方法で結論は変わりません。
増収ゼロで置いたときの回収期間（HubSpot Marketing Hub Starter・日本語ページ・5席・年間契約・税別・1ドル150円）
前提＝初期支出￥173,080（前払￥50,400＋自社工数40時間×￥3,067）、毎月の支出￥7,500（超過課金$50）、人件費単価￥3,067／時、増収ゼロ。月2.45時間（￥7,500÷￥3,067）以下だと分母がマイナスになり、何か月経っても回収できません。自社に置き換えるときは、40時間を「触る人数×1人あたりの時間」で見積もり、立ち上がりの3か月は効果を半分（月￥45,335）に置いても線を越えるかを確認してください。y軸は対数目盛です。出典（2026年8月確認）：hubspot.jp 料金ページ（Marketing Hub Starter 年払￥840／シート・月）、HubSpot 製品・サービスカタログ（1,001〜3,000件は1,000件ごと月$50）。効果側の数字と為替レートは仮定値です
何か月以内なら妥当ですか
金額はすべて税別。12か月＝年払いの契約期間かつ途中解約の返金が原則ない期間。公式で確認できた返金枠は、monday.com が初回購入から30日以内（月額の更新分は対象外）、Semrush が初回の年間契約から7日以内（月払いは対象外）、Squarespace が年払いの購入から14日以内（月払いは返金なし）、Shopify は利用規約第5条に「Shopify does not provide refunds.（日本語訳：Shopifyは返金を行いません）」、HubSpot は「all amounts paid are non-refundable（日本語訳：支払われた金額はすべて返金不可）」、Asana も「non-cancelable and non-refundable（日本語訳：解約不可・返金不可）」。24か月＝2年目以降の値上げ幅が6社とも公式に確認できず、それより先の費用を確定できない範囲。出典（2026年8月確認）：各社公式の返金ポリシーと利用規約（末尾の出典節）
Q1の4つは効果側を埋めず、回収期間の欄は空欄にします。無理に埋めると、要件を落とす方向に議論が動きます。年払いは途中でやめても原則返らないので、契約したら最低12か月は払い続けます。6か月を線にするのは、効果が半分に外れても12か月で回収でき、初回更新までに黒字になるからです。
迷ったら、増収をゼロにして計算します
増える売上は最も外れる数字です。増収ゼロでも線を越えるなら、その案件は買って構いません。記入例では、増収ゼロなら月11.9時間で6か月以内、月7.2時間で12か月以内、月4.8時間で24か月以内、月2.45時間以下では回収できません。 自社の数字は (初期支出 ÷ 目標の月数 ＋ 毎月の支出) ÷ 人件費単価 で出せます。
6〜12か月で月払いにする差額（月￥2,400対年払￥840）は、判断を先延ばしする料金です。12〜24か月では効果側を上げず、費用側を組み直します。記入例なら、配信対象を1,000件以内に絞れば4番の￥270,000が消え、費用は￥151,200です。24か月超で買えないのは、値上げ幅が6社とも公式に確認できず、先の費用を確定できないからです。迷うなら4番だけ先に埋めてください。
出せない欄に0円と書かないでください。0円は「調べた結果ゼロだった」、空欄は「調べたが分からなかった」です。空欄になりやすい値上げ幅と割引の継続は、契約前に書面でもらってください。
削減時間を、実際にその作業をしている人に確認せずに書く人には向きません。 決裁者の推定は導入後に検証されず、次の稟議でも同じ推定が使われます。
出典（2026年8月確認）
- HubSpot：無料版（2ユーザー・1,000件・期限なし）／Starter Customer Platform・米国ページ（年払$7＝65%オフ・一括前払い＋年間契約、定価$20、新規顧客限定・期間限定。日本語ページの Marketing Hub Starter とは別体系）／Marketing Hub 料金・日本語ページ（Starter 年払￥840・月払￥2,400／シート・月、Professional 年払月￥96,000・月払月￥106,800＋導入支援￥360,000。年払と月払は同一ページのトグルで切り替わるため契約前に再確認してください）／カタログ（1,000件込み、非マーケ連絡先は1,500万件まで無料、1,001〜3,000件は月$50）／利用規約（返金不可・全料金は税抜）
- monday.com（Work Management。CRM製品とは別料金）：プランと料金（最低3席・5の倍数・6人は10席）／料金モデルの変更（3, 5, 10, 15, 20, 30席など）／料金（Standard 年払$12）／返金の条件（初回購入30日以内）／ダウングレード（席の削減は次回更新日）
- Asana：料金と席数（最小2席・5席刻み）／規約（解約不可・返金不可）
- Semrush：返金ポリシー（初回年間契約から7日以内）
- Squarespace：返金ポリシー（年払いは14日以内）
- Shopify：利用規約（第5条・返金なし）
金額は税別で計算していますが、HubSpot の日本語料金ページに税込・税別の表示は確認できませんでした（米国の利用規約に「All fees are exclusive of taxes（日本語訳：すべての料金は税抜です）」）。席の最低数と購入単位、Starter に必須の導入支援費用、超過分の円建て価格、割引の適用期間と更新後の価格は、公式ページで記載を確認できませんでした。条件は変更されるため、契約前に各公式ページでご確認ください。