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AMI MARKETING TRACKER
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Cumulative Lead Tracking (automatically populated)
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(cumulative figures in shaded cells are calculated from monthly sheets)
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Lead Source / Marketing ActivitiesNo. of ActivitiesCostLeadsFree ConsultsLCCsNew projects wonAverage fee valueProfit marginCPL (cost per lead)% of leads to meetingCost per ConsultProfit per projectCPC (cost per client/project)Profit after lead costROI
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0EXAMPLE (use for testing only)2$ 3008422$ 10,00180%$ 3825%$ 150$ 8,000$ 150$ 7,8505,234%
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1D30 newsletter1$ 1003321$ 20,00080%$ 3367%$ 50$ 16,000$ 100$ 15,90015,900%
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2D30 coffee/lunch1$ 1002221$ 20,00080%$ 50100%$ 50$ 16,000$ 100$ 15,90015,900%
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3D30 phone call/email1$ 1003311$ 20,00080%$ 3333%$ 100$ 16,000$ 100$ 15,90015,900%
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4Networking 1$ 1002221$ 20,00080%$ 50100%$ 50$ 16,000$ 100$ 15,90015,900%
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5Circle of love monthly email1$ 1002211$ 20,00080%$ 5050%$ 100$ 16,000$ 100$ 15,90015,900%
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6Speaking/workshop
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7Site Signage with offer
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8Press Release
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9Presentation/Speaking
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10Blog with offer
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11Joint venture
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12Valentines Day Romance Letter
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13Tradeshow
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14cold calling
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TOTAL7$80020107$ 18,33380%$ 4050%$ 80$ 14,667$ 114$ 14,55212,733%
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Monthly Summary (automatically populated)
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(monthly figures are automatically filled into shaded cells)
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TOTALJanFebMarAprMayJunJulAugSepOctNovDec
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1Number of marketing activities761
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2Number of leads28244
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3Number of Consultations16142
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-% Leads who book Consult.57%58%50%
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4Number of clients761
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-% of Consults that become clients44%43%50%
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5Average contract amount$10,001$ 20,000$ 1
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-Revenue$120,001$ 120,000$ 1
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6Profit margin80%80%
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-Gross profit$ 96,001$ 96,000$ 0
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