Bleeding budget on channels you can't defend? Until you know what a lead is worth, every decision is a guess. This toolkit gives you the two numbers that end the argument: breakeven cost per lead, and the most you should actually pay for one.
Four working worksheets that convert your MRR, churn, and close rate into a defensible maximum cost per lead. No guesswork, no industry averages — your actual economics.
A channel scorecard that ranks your paid, organic, and referral sources on five criteria. You’ll know which channels deserve more budget and which ones to cut before the next meeting.
An action plan template with owner assignments and success metrics. Leave the session with specific budget caps, channel decisions, and a 90-day review schedule locked in.
You’ll walk out of this session with a CPL ceiling tied to your MRR model and a scorecard that tells you which channels are profitable.
Worksheet 2 flags every assumption that distorts your lead value calculation. If your data gaps are severe, the toolkit will tell you which numbers to fix before you make channel decisions. You’ll still leave with a prioritized list of what to instrument.
60 to 90 minutes for a full session if you bring your numbers prepared. Worksheet 1 takes 15 minutes; the rest is scoring and action planning. If you’re missing data inputs, add time to pull reports from your CRM first.
Yes. The model works for any lead source: referrals, organic search, events, cold outbound. You’ll score each channel the same way and set budget expectations for when you do turn on paid media.
That’s exactly what Worksheet 2 audits. If you’re using a blended close rate instead of per-source tracking, the toolkit flags it as a data gap and walks you through fixing it in the action plan.
No. Solo MSP owners use this to validate their own spend decisions. If you have a team, run it as a group session so everyone sees the same numbers and commits to the same actions.
You recalculate your CPL ceiling every quarter and re-score your channels with updated data. The toolkit is a repeatable system, not a one-time exercise. Your churn and close rates will shift; your budget should shift with them.
Whether you need a new website, better performance, or a smarter growth strategy, we’ll meet you where you are and build what’s next. No guesswork—just clear strategy and execution.