Estimate the total number of contacts or leads stored in your CRM — not just active ones.
Is your contact data clean, tagged, updated — or a bit of a mess?
From first inquiry to first call/text/email. Select the average timeframe for initial outreach.
Think about the average number of contact attempts per lead across sales or marketing.
Includes email drips, SMS reminders, or CRM-triggered automations. Manual follow-up doesn’t count.
Enter your average % of leads that turn into paying customers. Leave blank if unsure.
Use your best estimate. If you sell multiple services, pick the most common average value
Choose your primary lead source to assess ROI by channel.