19 resources
Marketing & Sales
Marketing is easy to spend on and hard to judge. These resources start from your own goals and numbers: what a customer may cost to win, what an enquiry is worth, and whether a campaign returned more than it cost.
Plan a budget from the customers you want, measure ROAS, CPC, CPA and email returns, see where your funnel loses people, and keep every enquiry and follow-up in one list.
19 resources in Marketing & Sales
- Break-Even ROAS CalculatorFind the minimum ROAS that covers your costs per sale, and your max ad cost.CalculatorOpen calculator
- CAC CalculatorWork out what it costs to win one new customer, from ads alone or fully loaded.CalculatorOpen calculator
- Lead Value CalculatorFind what an enquiry is worth and the most you can pay for one.CalculatorOpen calculator
- Marketing ROI CalculatorSee what your marketing returned after the costs of the sales it brought.CalculatorOpen calculator
- Revenue Goal CalculatorTurn a revenue target into the sales, enquiries and visitors you need.CalculatorOpen calculator
- ROAS CalculatorSee the revenue each unit of ad spend brings in, and whether it covers your costs.CalculatorOpen calculator
- Cost Per Lead CalculatorFind what each lead costs, and what each customer from that source costs.CalculatorOpen calculator
- Customer Case Study TemplateA customer case study built on evidence, with an internal checklist for claims and publication permissions.TemplateYou get: Word · PDFDownload templates
- Email Marketing ROI CalculatorEstimate what an email campaign leaves after its cost, from your own rates.CalculatorOpen calculator
- Email Signature GeneratorMake a text-based email signature to copy into your email app or save as HTML.Document builderYou get: Copyable text · HTML fileMake a signature
- Funnel Conversion CalculatorSee conversion and drop-off at each stage of your sales funnel.CalculatorOpen calculator
- Google Ads Budget CalculatorEstimate the ad budget a goal needs, from your own cost and conversion assumptions.CalculatorOpen calculator
- Marketing Budget CalculatorPlan a budget from the customers you want and what each costs to win.CalculatorOpen calculator
- Sales Enquiry & Follow-up TrackerTrack enquiries, follow-ups due and overdue, and what you won or lost.SpreadsheetDownload spreadsheet
- Average Order Value CalculatorFind what a typical order is worth from revenue and order count.CalculatorOpen calculator
- CPA CalculatorSee what each lead, booking or sale from a campaign costs.CalculatorOpen calculator
- CPC CalculatorWork out how much each ad click costs from your campaign spend.CalculatorOpen calculator
- CPM CalculatorCalculate your cost per 1,000 ad impressions.CalculatorOpen calculator
- CTR CalculatorSee what percentage of ad impressions turned into clicks.CalculatorOpen calculator
Also useful for marketing & sales
Filed under another task, but often used alongside the resources above.
- Customers & ReviewsCustomer Lifetime Value CalculatorEstimate lifetime revenue and contribution over a horizon you choose.CalculatorOpen calculator
- Website & SEOContent Calendar & Keyword PlannerPlan content, campaigns and keyword research in one workbook, and record results.SpreadsheetDownload spreadsheet
- Website & SEOConversion Rate CalculatorTurn people reached and people who acted into a conversion rate.CalculatorOpen calculator
- Website & SEOLanding Page ROI CalculatorSee how long a landing page conversion improvement takes to pay back.CalculatorOpen calculator
- Website & SEOLocal SEO ROI CalculatorFind the extra calls or bookings local SEO must bring to pay for itself.CalculatorOpen calculator
- Customers & ReviewsLTV:CAC Ratio CalculatorCompare customer lifetime value with acquisition cost, on the basis you choose.CalculatorOpen calculator
- Money & Cash FlowMonthly Sales Forecast & ActualsCompare expected and actual sales by product across 12 months.SpreadsheetDownload spreadsheet
- Quotes & PaymentsQuote Follow-up TemplatesPolite emails and texts for following up a quote you have sent.TemplateYou get: Copyable textOpen templates
- Customers & ReviewsReview Request KitMake a review request email, a text message and a printable QR card from your review link.Document builderYou get: PDF · Image · Copyable textMake review requests
- Pricing & ProfitService Price-List MakerTurn your services and prices into a printable PDF or PNG price list.Document builderYou get: PDF · ImageOpen price-list maker
- Quotes & PaymentsService Proposal BuilderTurn your notes into a service proposal, as a PDF and an editable Word file.Document builderYou get: PDF · WordOpen proposal builder
- Running Your BusinessSWOT & Competitor Analysis PackA SWOT that leads to actions, and a sourced competitor comparison workbook.TemplateYou get: Word · PDF · SpreadsheetDownload templates
- Website & SEOWebsite Traffic Needed CalculatorEstimate the website visitors you need for a monthly revenue goal.CalculatorOpen calculator
Other tasks
- Pricing & ProfitSet a price that covers your costs, check the margin and see what each job really made.
- Quotes & PaymentsQuote the job, agree the scope and changes, invoice it and follow up until you are paid.
- Money & Cash FlowTrack income and spending, forecast cash, budget the year and produce your financial statements.
- Website & SEOWork out what your website and SEO must deliver, and plan the content to get there.
- Customers & ReviewsWelcome new clients, handle complaints, ask for reviews and know what a customer is worth.
- Running Your BusinessSuppliers and stock, jobs and procedures, staff and hiring, and planning the business.
By type of business
- Home Services & Trades
- Beauty & Wellness
- Freelancers & Consultants
- Agencies & Professional Services
- Shops & Ecommerce
- Food & Hospitality