Download Your Free 'Business Growth for Financial Professionals: Self-Audit & Checklist'.
ROI CALCULATOR
Are you maximizing your revenue, or could you be leaving money on the table? Our ROI Calculator reveals the impact that a powerful Marketing Automation System can have on your bottom line. By automating key aspects of your marketing—such as lead capturing and nurturing, follow-ups, and client engagement—you can capture more opportunities, streamline your sales process, and boost client retention.
Try it now and see how much more your business could achieve!
Accountants, Bookkeepers, Coaches, Consultants, Estate & Financial Planners, Insurance Agents, Investment Advisors, Mortgage Brokers, Tax Pros & Wealth Managers
Client Lifetime Value (CLV) ($):
[C] = [A] x [B]
$
Missing Revenue Per Month ($):
[F] = [C] x [D] / ([E] / 100)
$
Money Left On The Table Per Month ($):
[H] = [F] - [G]
$
Return On Investment % (ROI %):
[H] / [G]
%
Enter the information to calculate your Client Lifetime Value (CLV)
Enter an estimate of how many opportunities you miss per month. Use our "10 Quick Wins" to help determine opportunities you are missing every month.
Enter the rate at which you close new sales
Enter the Business Growth System Cost. Generally, the monthly costs are either $199, $399 or $599 + Services, if any.
Hit 'Calculate ROI' and we'll show you how much money a proper marketing system can make you!
Includes: Client Lifetime Value (CLV), Missing Revenue Per Month, Money Left On The Table Per Month and Return On Investment % for your marketing costs.
Remember, the money left on the table and ROI shown here is for just some of the growth features. However, it works everywhere you are missing opportunities, How many other features can you apply this to, and how much money in total are you leaving on the table?
Don't miss out, get on board with the Business Growth System!
OR
Powerful and Affordable Systems and Services to Help Grow, Manage and Improve Your Financial Services Business. Simplify, Integrate and Automate to Use Technology to Your Advantage!
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Are you a Financial Professional and part of an Accounting, Bookkeeping, Coaching, Consulting, Estate & Financial Planning, Insurance Agency, Investment Advisory, Mortgage Brokerage, Tax or Wealth Management Business? We can help you GROW, MANAGE and IMPROVE your firm.
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