MSP Funnel Template
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MSP Sales Funnel Template
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Present Day
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Average Client
2018 Funnel
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Gross Revenue per Client per MonthWeb traffic
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Average number of months
Web % [conversion]
#DIV/0!
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Average Lifetime Value of Client$0Leads0
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Leads % [conversion]
#DIV/0!
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MQLs
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MQLs % [conversion]
#DIV/0!
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SQLs
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SQLs % [conversion]
#DIV/0!
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Opps
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Opps % [conversion]
#DIV/0!
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New Clients
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In Future
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Funnel for First quarter
Funnel for Second quarter
Funnel for Third and Fourth quarter
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Web traffic per quarter
Web traffic per quarter
Web traffic Q3 & Q4
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Web % [conversion]#DIV/0!
Web % [conversion]
#DIV/0!
Web % [conversion]
#DIV/0!
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Leads per quarter0
Leads per quarter
Leads Q3 & Q40
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Leads % [conversion]#DIV/0!
Leads % [conversion]
#DIV/0!
Leads % [conversion]
#DIV/0!
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MQLs per quarter
MQLs per quarter
MQLs Q3 & Q4
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MQLs % [conversion]#DIV/0!
MQLs % [conversion]
#DIV/0!
MQLs % [conversion]
#DIV/0!
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SQLs per quarter
SQLs per quarter
SQLs Q3 & Q4
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SQLs % [conversion]#DIV/0!
SQLs % [conversion]
#DIV/0!
SQLs % [conversion]
#DIV/0!
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Opps per quarter
Opps per quarter
Opps Q3 & Q4
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Opps % [conversion]#DIV/0!
Opps % [conversion]
#DIV/0!
Opps % [conversion]
#DIV/0!
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New Clients per quarter
New Clients per quarter
New Clients Q3 & Q4
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Projections
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New Clients YTDNew Revenue YTDNew Lifetime Value YTDTotal Sales Costs YTDTotal Marketing Costs YTDNet ImpactROI
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First quarter$0$0$0#DIV/0!
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Second quarter$0$0$0#DIV/0!
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Third and Fourth quarter$0$0$0#DIV/0!
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Total After 1 Year$0
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Sources:
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https://www.collabrance.com/about-us/blog/2018/05/managed-services-industry-average-sales-and-marketing-conversion-rates
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https://blog.close.com/cold-calling-conversion-funnel-analytics
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https://www3.greatamerica.com/break-the-ceiling-part-1.2
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