DEMONSTRATION - AMI Marketing Tracker and 12 Month Calendar Planner

	A	B	C	D	E	F	G	H	I	J	K	L	M	N	O	P
1	CLIENT NAME - 2017 AMI MARKETING TRACKER & PLANNING CALENDAR
2
3	Cumulative Lead Tracking (automatically populated)
4	(cumulative figures in shaded cells are calculated from monthly sheets)
5		Lead Source / Marketing Activities	Cost	Leads	Consults	New projects won	Average project value	Profit margin	CPL (cost per lead)	% of leads to meeting	Cost per Consult	Profit per project	CPC (cost per client/project)	Profit after lead cost	ROI	MA-CPC (maximum allowable CPC)
6	0	EXAMPLE (use for testing only)	$ 1,400	16	4	2	$ 40,000	15%	$ 88	25%	$ 350	$ 6,000	$ 700	$ 5,300	757%	$ 1,000
7	1	D30 newsletter	$ 300	3	2	1			$ 100	67%	$ 150		$ 300		0%
8	2	D30 coffee/lunch	$ 100
9	3	D30 phone call/email
10	4	Networking
11	5	Circle of love monthly email
12	6	Speaking/workshop
13	7	Site Signage with offer
14	8	Press Release
15	9	Presentation/Speaking
16	10	Blog with offer
17	11	Joint venture
18	12	Valentines Day Romance Letter
19	13
20	14
21	15
22	16
23	17
24	18
25	19
26	20
27	TOTAL		$1,800	19	6	3	$ 40,000	15%	$ 95	32%	$ 300	$ 6,000	$ 600	$ 5,400	900%	$ 1,000
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29	Monthly Summary (automatically populated)
30	(monthly figures are automatically filled into shaded cells)
31			TOTAL	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec
32	1	Number of marketing activities	6	1	1		1	3
33	2	Number of leads	19	8	5		5	1
34	3	Number of Consultations	6	2	2		2
35	-	% Leads who book Consult.	32%	25%	40%		40%	0%
36	4	Number of clients	3	1	1		1
37	-	% of Consults that become clients	50%	50%	50%		50%
38	5	Average contract amount	$40,000	$ 40,000	$ 40,000		$ 40,000	$ 40,000
39	-	Revenue	$120,000	$ 40,000	$ 40,000		$ 40,000
40	6	Profit margin	15%	15%	15%		15%	15%
41	-	Gross profit	$ 18,000	$ 6,000	$ 6,000		$ 6,000
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