What a customer is worth
$
%
What you want
Activity per rep
%
%
The seat
$
These are conservative starting points, not promises. Connect and meeting rates move with list quality, offer and market. Put your own numbers in.
The gap
–
–
–
Meetings needed / month
–
Meetings today implies
–
Meeting shortfall
–
Operators to close it
–
Break-even customers
HOW THE NUMBER IS BUILT
01You want – new customers a month at a – close rate–
02Which means booked meetings per month–
03Conversations required to book them–
04Dials required to have those conversations–
05One operator produces, per month–
06Operators required to hit the number–
WHAT THE SHORTFALL COSTS
Customers short each month–
Value of one customer–
Not created this month–
Not created this quarter–
Not created over 12 months–
WHAT CLOSING IT COSTS
Operators required–
Cost per operator / month–
Total per month–
Total over 12 months–
Return on the spend–
–
SEND THIS TO THEM
Builds a branded PDF of these exact numbers and sends it with the onboarding link. If the server relay is unavailable it hands off to your own mail app with the PDF ready to attach.
This model runs entirely on the numbers you enter. It does not forecast a result, guarantee an outcome, or use another company's data. Connect and meeting rates move with list quality, offer strength and market, so treat the defaults as a starting point and overwrite them with what you actually see.