I recently taught a workshop with Howard Cox of Sommerset CPA’s.  The central theme of the class was building an ROI based marketing budget.   To do that, you must begin with a look at the numbers behind your business.  Why?  Because when it comes to marketing, it is all about the numbers.

  • How much does your average customer spend?
  • How many years does a client stay with you?
  • How larger is your referral base?
  • How good is your closing ratio?

Use this worksheet to help you analyze the “numbers” which should drive your marketing decisions!  Click here to download the Lifetime Value of a Customer Worksheet to begin analyzing your marketing budget foundation today!

If you need help completing the form, give us a call.  We would love to talk to you about your marketing budget!