Free tools for better marketing decisions
Use these calculators to examine your assumptions and work through the numbers. Each includes a blank working tab and a clearly labeled hypothetical example. No email signup is required.
Marketing ROI worksheet
Count the full marketing cost, estimate contribution, calculate ROI, and find the break-even revenue. Record the measurement window and evidence behind your assumptions.
Open the ROI worksheet · Read the ROI guide
Customer lifetime value calculator
Compare revenue, contribution before acquisition, and value after acquisition. Test how order size, purchase frequency, customer years, margins, and acquisition costs change the result.
Open the customer value calculator · Read the customer value guide
The originals are read-only. In Google Sheets, choose File → Make a copy to work privately in your own Google account, or File → Download → Microsoft Excel to use a downloaded copy. Enter your information only in your own copy. Projected results depend on your assumptions.
Your seven-question marketing checkup
Find the next useful improvement in your marketing. Write a short, specific answer to each question.
- What outcome do you want? Name one business result and a time period, such as more qualified inquiries this quarter.
- Who are you trying to reach, and what are you offering? Describe the people you serve, their problem, and the next step your offer helps them take.
- How does someone move from discovering you to taking that step? Map the journey. Note where people may get confused, lose interest, or need more information.
- What evidence will tell you whether it works? Choose a measure tied to the outcome. Name where you will check it and how often.
- What does the effort cost, and what value does it create? Include time, money, and tools. Describe the value you can observe, including customer feedback, useful relationships, or sales.
- What small experiment could reduce uncertainty? State one change and what result would support keeping it. Set a review date.
- What is the next action? Pick one task for this week. Name who owns it and when you will review what happened.
Keep your answers somewhere you can revisit. Choose a clear next step, then learn from what happens.