FREE WORKSHEET

The Agency ROI Worksheet.

A spreadsheet you fill out. CRM payback, speed to lead lift, retention gains, AI receptionist savings. Numbers, not vibes.

NO BUSINESS CASE

Owners Cannot Defend the Spend

Without numbers, CRM spend feels like a gamble. Worksheets turn hope into a business case.

No Baseline

Nobody measured before.

No Payback

When does it pay off.

No Board Case

Owners cannot defend.

THE WORKSHEET INPUTS

The ROI Inputs

01

Lead Volume

Monthly leads in.

02

Current Conversion

Quote to bind rate.

03

Speed to Lead Lift

New response time gain.

04

Retention Lift

Churn drop.

05

Call Savings

AI receptionist hours saved.

06

Payback Month

Break even point.

WHO THIS FITS

Who This Helps

Agency Owners

Defending the spend.

CFO and Ops

Budget approval.

Sales Managers

Quantify goals.

Buyers and Brokers

Acquisition diligence.

PACKAGE FIT

ALE Packages

Launch: $497 per month

Pipelines and reporting to track every input live.

  • Core CRM
  • Lead tracking
  • Bind rate reports
  • Speed to lead
  • Retention reports
SEE PACKAGES

Get the ROI Worksheet.

Book a demo. We will walk the numbers with you on the call.