More Loyalty, Share of Wallet, and Less Cost

Assumptions
- % of sales appointments are qualified =75%
- % of those that result in a sale = 40%
- Gross revenue / transaction = $2,000
- # of people in each branch that have potential to make a referral = 6
Yearly impact of one additional appointment / branch / month = $43,200 / branch -
(Make Your Own Assumptions and Do The Math)
Pricing
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Based on size of institution
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Paid by monthly subscription
ROI
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Target = 7:1 Return

