Free tools
Sales tools for agency owners.
Calculators and scorecards for the financial and structural decisions you face running an agency: comp, CAC, LTV, margin, break-even and the cost of a sales leader.
01 The kit
8 tools, all free.
Change any one field — cost, price, markup, or margin — and the others update live. Add hours worked to see your effective hourly rate. Built for agencies tired of guessing whether a project
Two modes in one tool. Break-even: how many units (or how much revenue) you need to cover fixed costs. Payback: how many months it takes a new customer to pay back the CAC you spent to win t
Calculate what each new customer actually costs you — across paid media and your fully-loaded sales + marketing spend. We'll compare it to agency benchmarks and flag whether it's a sales-eff
A full-time sales leader isn't just a salary — it's benefits, recruiting, and 6+ months of ramp before they produce. See the real 12-month cost next to a fractional sales manager.
Customer lifetime value is what justifies what you can spend to win a customer. Get LTV, the LTV:CAC ratio vs the 3:1 rule, and your CAC payback in months — fast, no signup.
For agencies running retainers and SaaS founders: model recurring revenue from either your active plans, or from net-new + expansion − churned MRR. See MRR, ARR, net-new MRR, and month-over-
Model what a rep actually earns at 80/100/120% attainment — with optional tiered accelerators — and see your cost-of-sale as a % of revenue. Use it to pressure-test a comp plan before you of
Rate your agency's sales across the five parts of the STAOS framework. You'll get a score out of 100, your weakest area, and what to fix first. No email required to see your result.
02 Same seat, more ammo
And 342 prompts for agency founders.
The tools give you the number. The prompts give you the words. Both free, both ungated.
Free 20 minute sales audit
The tools give you the number.
The audit tells you which one to act on first.
Book a Free Sales Audit
