Marketing Planning Tools

Use free marketing planning tools to connect lead costs, budget, customer goals, advertising capacity and offer contribution using your own assumptions.

Plan my marketing

Set a spending boundary before choosing a channel or promising a customer target. These tools connect contribution, available cash and delivery capacity using your own figures.

For owners setting a first budget, reviewing an agency proposal or deciding whether a promotion is affordable. Bring revenue, delivery costs, available cash and the same planning period.

A useful order of work

  1. Start with the Lead Cost Calculator to separate a target inquiry cost from the acquisition break-even ceiling.
  2. Use the Marketing Budget Planner to check recurring funding and temporary cash. Then compare customer goals with the capacity you can actually serve.
  3. Use the Paid Advertising Planner to review supported channel options, and compare offer economics before committing to a promotion.

Choose the question you need to answer

  • Plan my marketing

    Lead Cost Calculator

    Work out a total cost-per-lead target you can explain from your customer economics, then compare it with an acquisition break-even ceiling.

    Bring: Revenue and delivery cost per acquired customer, plus customers won out of inquiries or a close-rate percentage. Add the contribution you want to retain to calculate a target.

  • Plan my marketing

    Marketing Budget Planner

    Identify cash available for marketing without treating a temporary test fund as sustainable monthly spending.

    Bring: Monthly revenue, operating costs and retained cash. Existing included marketing spend, a one-time test fund, duration and allocations are optional.

  • Plan my marketing

    Customer Goal Calculator

    Translate an owner-selected customer goal into a hypothetical inquiry requirement and media budget.

    Bring: Customer goal and period, close rate and assumed media cost per inquiry. Management, setup and contribution per customer are optional.

  • Plan my marketing

    Paid Advertising Planner

    Organize advertising options around your business, objective, assets, eligibility and explicitly available budget.

    Bring: Business and customer type, country, objective, search-demand evidence, destination, assets, capacity and eligibility. Budget worksheets need your own costs and assumptions.

  • Plan my marketing

    Advertising Capacity Calculator

    Estimate how many additional customers your available service capacity can accommodate before deciding how much demand to pursue.

    Bring: One period and slot unit, total capacity before commitments, committed capacity, a buffer and slots per customer. Close rate and attendance assumptions are optional.

  • Plan my marketing

    Offer Comparison Planner

    Compare what owner-entered promotions leave after variable, incentive and explicitly included acquisition costs.

    Bring: Normal price, promotional price or one discount method, variable cost and incentive cost. Acquisition cost, volume and a comparable baseline are optional.

  • Plan my marketing

    Recurring Cleaning Growth Planner →

    Connect a recurring-customer goal to the visits, labor hours and contribution it implies, then see what that leaves for acquisition.

    Bring: Your customer goal, service frequency, revenue and variable delivery cost per visit, labor hours per visit, available monthly hours and currency. Enter buffers and extra labor explicitly; recovery period, close rate, retained contribution and spending are optional.

  • Plan my marketing

    Contractor Estimate-to-Job Planner →

    Work back from the jobs you want to the estimates and genuine inquiries they take, and check that against crew capacity.

    Bring: A job goal, inquiry-to-estimate and estimate-to-job rates or compatible historical counts, job revenue, variable delivery cost and currency. Capacity, marketing budget, retained contribution and estimate-cost treatment are optional.

  • Plan my marketing

    Appointment Business Growth Planner →

    Turn your open appointment slots into a new-client capacity figure, then model attendance, contribution and what is left for acquisition.

    Bring: One planning period, total and committed slots, an explicit reserve, slots per appointment, appointments per new client and currency. Attendance, revenue, variable costs, unattended-appointment cost, retained contribution and close rate are optional.

Use an industry-specific capacity check

For recurring cleaning, connect customer goals to labor hours. For contracting, work through completed estimates before inquiries and review crew capacity. For appointments, keep booked slots separate from modeled attendance. Use your own currency and costs; these worksheets do not predict demand.