The Predictive Lead Forecasting Workbook
A proprietary Google Sheets model and training that uses your historical data to forecast future lead volume and revenue based on proposed marketing investments.
Stop guessing, start calculating Data-Driven ROI.
The Transparency of Financial Certainty
Tradesmen run their businesses on predictable expenses and revenue. Your marketing budget should be no different. This workbook provides the critical financial infrastructure to move away from “hope marketing” to a disciplined, data-driven investment strategy. By modeling increases in budget against historical performance, you can clearly see the direct correlation between your spend and projected Lead Volume growth.
What This Proprietary Model Calculates
Historical Performance Baseline
Input your last 6-12 months of core metrics: Average Job Value, Current Lead Volume (per channel), and Average Cost Per Lead (CPL). The model establishes your true profit baseline.
Scenario Forecasting (What If?)
Adjust variables like “20% budget increase in Paid Search” or “10% improvement in SEO conversion rate.” The model instantly calculates the projected increase in leads, revenue, and Net Profit Margin.
Investment ROI Validation
This feature is designed to justify your next marketing hire. It shows the **minimum leads required** to hit a specific revenue goal and what your budget needs to be to hit that lead number at your current CPL.
A Look Inside the Workbook (Secure Google Sheet)
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Tab 1: Monthly Input Log: A simple, structured area for manually inputting monthly lead/spend data (e.g., from LSA, Google Ads, SEO). Requires only 5 minutes per month.
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Tab 2: Forecast Scenarios: The proprietary calculator tab where you test different budgets (e.g., $5k, $8k, $12k) and instantly view the corresponding lead volume and projected revenue increase.
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Tab 3: Visualization Dashboard: Automated charts and graphs that turn the data into a simple, board-ready presentation, showcasing growth trends and CPL efficiency.
The TEXSEON Value: Data You Can Build On
Our entire philosophy is built on the belief that marketing must be a predictable machine, not a cost center. This workbook is the first step toward adopting a WYSIWYG (What You See Is What You Get) approach to your growth. It proves the value of a professional marketing investment before a dollar is spent, mirroring the upfront transparency we provide with our own services.
Know The Return Before You Make The Investment.
Use our workbook to forecast your growth, then book your free audit. We’ll show you exactly how our Foundational Stabilization service will deliver on your projected ROI.
