Marketing Action Plan Value Calculator

Consultant Name

Client Name

Client Ideal Customer
?A buying entity, such as an individual consumer, a business, a patient, or a member of an organization or group that has a continuing need and ability to buy from you.

Your Offer Name
?A specific product, service or bundle that you offer.

Customer Economic Lifetime (Months)
?The time, in months, that an ideal customer can be reasonably expected to continue buying from you.

Gross Sales Price ($)
?The full, normal and usual price in US dollars for your product, service or bundle.

Expected Purchase Frequency
?The number of times in the customer’s economic lifetime that an ideal customer can reasonably be expected to continue buying your lead product or service.

Marginal COGS (%)
?The incremental cost to fulfill delivery of your product, service or bundle expressed as a percentage of the Gross Sales Price.

New Customer Goal
?The number of new customers you would like to acquire in the next 12 months.

What Would You Invest? (%)
?The percentage of your offer price that you would invest to acquire a new customer. Think: referral fee or sales commission.