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How much revenue do you generate on average from a client over the lifetime of the relationship on average?

Think about all the channels you use: online ads, billboards, radio spots, etc. This helps us gauge the efficiency of your marketing spend.

This refers to the total number of inquiries, calls, or consultations you receive monthly. It's a direct reflection of your firm's ability to attract and engage potential clients from your marketing campaigns. Don't include referrals in this estimate.

For instance, if you get 100 inquiries and 20 of them hire your services, your close rate is 20%. This metric gives us insight into your firm's conversion effectiveness.

Where should we send your report? We value privacy and will never share your information.