Calculator

What's a booked appointment worth to you?

Most vendors won't give you a number. We start with yours. Put in your own figures to see what one booked appointment is worth to your practice and where you'd break even. Works in US or Canadian dollars.

Example numbers. Replace them with yours.

Commission to you, not premium.

Out of 10 first appointments that show up, how many end up writing business.

How many booked appointments actually turn up. Not sure? Use a cautious guess.

Fees plus ad spend. Leave blank to skip the break-even.

$420

what each booked appointment is worth to you

= $1,500 commission × 40% close × 70% show

If every spare slot were filled

20 booked

Booked appointments a month.

14 show up

Appointments that turn up.

5.6 new clients

Clients written.

$8,400 a month

In first-year commission.

$25,200

Over 90 days

$100,800

Over a year

Bring two numbers to your strategy call: your average first-year commission per client and your close rate on first appointments.

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This is an illustrative model built from the numbers you enter. It isn't a projection or a promise of results.

One advisor per territory.

Territories are allocated one advisor at a time. On the first call you'll find out whether yours is still available, and whether the numbers work for you.

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