The Revenue Gap Calculator

Your Agency

Rough numbers are fine. You can change any of them and the answer updates.

1.Producers who prospect for new businessCount yourself if you still bring in new accounts.

2.New business goal for the next 12 monthsFirst-year revenue from new accounts, whole agency.

3.Average first-year revenue per new accountCommission or fees from a typical new group or account in year one.

4.First appointments with new prospects per week, right nowAll producers combined. Be honest. 0.5 means one every two weeks.

5.How much of your new business starts with you personally?Your relationships, your referrals, your meetings.

Your Conversion Rates

Already filled with starting assumptions. Change them if you track your own.

First appointments that turn into a real discovery meeting

Discovery meetings that turn into a proposal

Proposals you win

Don't track these? Leave the starting numbers. Knowing them is part of the fix: an agency that can't see its own ratios can't tell whether the list, the message or the meeting is the problem.

Your yearly gap

Get your full breakdown and your One More Meeting Planner.

See the math step by step and how much of your growth depends on you. Then get a planner, built from your numbers, that shows what one more first appointment per producer is worth and exactly what it takes each week. We'll email you the link so you can come back to it.

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Your Yearly Gap

The math, step by step

What moves the number

a year for every extra first appointment a week, at your rates

a year at today's pace if you win 5 more proposals out of every 100

of your yearly new business starts with you

What it takes to close the gap

Your One More Meeting Planner

What one more first appointment per producer is worth, and what it takes.

Built from your numbers: the dollars, the accounts, touches and hours each week, and the lever that cuts the work. The link is on its way to your inbox too.

Open My Planner

Where to Start

Book Your 30-Minute Walkthrough

We'll go through your numbers together, find where the gap really comes from, and you'll leave with the first move to make, whether or not we ever work together. Questions: [email protected]