Formula: Total Revenue = (Leads) × (Conversion Rate) × (Average Sale Value) × (Frequency of Purchase)
| Profit Lever | Current | Target | Increase Needed |
| Total Leads Generated | |||
| Sales Conversion Rate (%) | |||
| Average Sale Value ($) | |||
| Purchase Frequency (Per Year) | |||
| Total Target Revenue ($) |
Key Observations
Where are the biggest weaknesses?
Where is the biggest growth opportunity?
For each profit lever, outline how improvements will be achieved using Systems, Sales CoPilot Support, Client’s Sales Team, and Management & Reporting.
| Lead Generation | Conversion To Sale | Transaction Value | LifetimeValue | |
| Systems and Tools | ||||
| Sales Co-Pilot Support | ||||
| Sales Team | ||||
| Management | ||||
| Reporting |
Implementation Timeline: (Set action deadlines for each lever improvement)
Immediate Next Steps: (What needs to happen first?)
Key Metrics to Track: (Define the top 3-5 KPIs for monitoring progress)
✔ Priority Growth Levers: _______________________________________________________
✔ Agreed Action Plan: _________________________________________________________
✔ Responsible Parties: _________________________________________________________
✔ Next Review Date: __________________________________________________________
Client Signature: ______________________________________________________________
Agency Representative Signature: ________________________________________________
