Value worksheet
They capped their leads at $60. The math said $199.
A two-worksheet guide that tells you what a customer is actually worth to your business — and therefore the most you can afford to pay to get one. Twelve minutes, a calculator, and your own numbers.
Written for law firms, insurance and mortgage agencies, financial advisers, clinics, contractors and home services — any business where a person closes the sale.
- What a customer is really worth over their lifetime
- The most you can afford to pay to get one
- Where the money is already leaking — in your numbers
- Which kind of marketing actually fits your business
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Want to put your numbers in front of us?
Fifteen minutes with the people who would do the work. We will tell you plainly whether the arithmetic works — and say so if it does not.
Or run your numbers in the calculator while you wait.
Pick a time that suits you.
Fifteen minutes with the people who would do the work. Times are shown in your time.
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We will call you on the number you gave us. A confirmation is on its way to your inbox.
Until then — run your numbers in the calculator.
Most owners undercount a customer badly.
Not because they are careless — because they count the first sale and stop. That one habit quietly sets a ceiling on everything they are willing to spend to grow.
And while the ceiling sits too low, the money leaks in three places the worksheet prices for you:
The agent counts one year out of eight.
From the guide’s worked example — an independent insurance agency. Drawn to scale: every block is one year’s $370 commission.
What is inside.
Twelve pages, about twelve minutes. Nothing in it requires you to hire anyone. If you would rather answer six questions than read, the calculator runs the same arithmetic live. And if you buy leads, the sibling guide — Before You Buy Leads — covers the other half: vetting whoever sells them.
“You’ve helped me calm down and feel more confident. You’ve been a support to me more than I can even explain.”
Stop guessing what a customer is worth.
Twelve minutes and a calculator, and you will never negotiate against an invented number again.
