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what do you need?
how we can help
methodology
our agency
Talk to Us
Step
1
of
3
33%
lets talk
NUMBERS
Total Annual Revenue
*
Total Cost of Sales
*
Including all sales/marketing expenses
Gross Profit Margin
Your revenue minus cost of sales and cost of goods/services sold taken as a percentage of total revenue
Net Profit Margin
Your revenue minus all sales and cost of sales and cost of goods/services sold and all operating expenses taken as a percentage of total revenue
tell us about your
CLIENTS
How many sales transactions did your company perform last year?
*
Note that this should not be individual item sales, but transactions. For example, if your business is a coffee shop, we are not looking for the number of coffees you sold last year, we're looking for the number of times the register rang. Or, if you run a plumbing service, we are not looking for the total number of billable hours performed, but rather the total number of invoices sent.
Hidden
How many Clients/Customers did your business acquire in the last year?
*
What is your revenue target for this coming year?
*
How many times does the average customer buy from you in a year?
*
Use your billing system or POS data to come up with an average. If your business performs a lot of transactions, you may need to base this calculation on a sample size.
How many years is a customer likely to use your firm?
*
If you have good data to draw from, take an average from a representative sample of real customer data. If you have any industry data available on average client retention rates, you can use that, or if your business is based on a limited geography, you can use the assumption that Americans move every 4-5 years on average.
your business
DYNAMICS
How scalable is your business?
*
Very Scalable (Incremental Sales are very profitable)
Moderately Scalable (Our organization can scale some, but growth potential is limited with current resources)
Low Scalability (Any significant amount of new business will cause strain on our overhead/operations)
Describe your priorities in your marketing strategy on a scale from 1-5:
1: I try not to take risks and I'm primarily concerned about my budget. 5: I MUST hit my sales targets this year and I'll spend more to get there.
Hidden
Calculations
Hidden
LTVg
Hidden
LTVn
Hidden
LTVav
Hidden
Adjusted Lifetime Value
Hidden
Current Cost Per Acquisition
Hidden
Current LTV:CAC ratio
Hidden
Budgeted LTV:CAC Ratio
Hidden
Budgeted CAC
Hidden
Sales/Marketing Budget for the next 12 months
Hidden
Less than 3
Hidden
3-4
Hidden
Greater than 4
Hidden
Number of customers this year
Name
This field is for validation purposes and should be left unchanged.
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"
*
" indicates required fields
Step
1
of
3
33%
lets talk
NUMBERS
Total Annual Revenue
*
Total Cost of Sales
*
Including all sales/marketing expenses
Gross Profit Margin
Your revenue minus cost of sales and cost of goods/services sold taken as a percentage of total revenue
Net Profit Margin
Your revenue minus all sales and cost of sales and cost of goods/services sold and all operating expenses taken as a percentage of total revenue
tell us about your
CLIENTS
How many Clients/Customers did your business serve in the last year?
*
How many Clients/Customers did your business acquire in the last year?
*
How many Clients/Customers would you like to acquire in the next year?
*
What is the average lifetime of a customer in months?
*
In a service model, we would usually look at the number of months that a relationship lasts, looking at all of the customers that have left over the past 1-3 years (or as many years as you need to go back to get a good sample size) and averaging the number of months that they stayed with you before leaving.
your business
DYNAMICS
How scalable is your business?
*
Very Scalable (Incremental Sales are very profitable)
Moderately Scalable (Our organization can scale some, but growth potential is limited with current resources)
Low Scalability (Any significant amount of new business will cause strain on our overhead/operations)
Describe your priorities in your marketing strategy on a scale from 1-5:
1: I try not to take risks and I'm primarily concerned about my budget. 5: I MUST hit my sales targets this year and I'll spend more to get there.
Hidden
Calculations
Hidden
LTVg
Hidden
LTVn
Hidden
LTVav
Hidden
Adjusted Lifetime Value
Hidden
Current Cost Per Acquisition
Hidden
Current LTV:CAC ratio
Hidden
Budgeted LTV:CAC Ratio
Hidden
Budgeted CAC
Hidden
Sales/Marketing Budget for the next 12 months
Hidden
Less than 3
Hidden
3-4
Hidden
Greater than 4
Email
This field is for validation purposes and should be left unchanged.
Δ
