Lead Generation Target Planner
Turn a Revenue Goal Into a Real Monthly Plan
Two free tools. Work out how many leads and booked jobs you actually need to hit your target, then build the marketing budget that gets you there.
Lead Generation Target Planner
Enter your current revenue, your goal, your average ticket, and your lead-to-booked-job conversion rate. It works out the monthly leads and jobs you need, your revenue gap, and the growth rate required to close it.
Marketing Budget Planner
Set your revenue goal and what percentage you are willing to invest in marketing. It breaks the budget down across online, offline, and retention, then splits the online portion across SEO, paid ads, and display, with a month-by-month table.
Most owners set a revenue goal without ever working backward to the number of leads it requires. That gap is why targets get missed and nobody can explain why.
Lead Generation Target Planner
Adjust the numbers to see how revenue, jobs, and lead requirements change.
1 Revenue and Sold Jobs Target
Enter your current annual revenue to see the gap.
Example: 1,500,000 for a $1.5M annual target.
Average revenue per completed job or service call.
2 Leads Required to Hit Target
If 75 out of 100 leads become booked jobs, enter 75.
Marketing Budget Planner
Turn a revenue goal into annual and monthly marketing budgets, broken down by channel.
1 Targets and Budget Percent
Example: 1,500,000 equals $1.5M.
Percent of revenue you will invest in marketing for the year.
- 3 to 5% or less minimal maintenance mode
- 6 to 9% standard budget for steady growth
- 10 to 12% a strong reinvestment for growth
- 13 to 15% or more aggressive scaling mode
2 Allocation Percent
Allocation total: 100%must equal 100%
3 Online Sub-Allocations
Online sub-allocation total: 100%must equal 100%
4 Monthly Allocation by Bucket
| Month | Online | Offline | Repeat | Total |
|---|---|---|---|---|
| Total | $0 | $0 | $0 | $0 |
5 Monthly Allocation by Online Channel
| Month | Organic / SEO | Paid Ad Channels | Display / Retargeting | Total |
|---|---|---|---|---|
| Total | $0 | $0 | $0 | $0 |
Values are estimates. If you want help building the plan behind them,
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