More Loyalty, Share of Wallet, and Less Cost

content marketing flow 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

  • Based on size of institution
  • Paid by monthly subscription

ROI

  • Target = 7:1 Return
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