Advisor & Insurance ROI Calculator

See what paid ads could bring your practice. Pick your niche, set a budget or a client goal, and get projected opportunities, new clients and revenue, starting from real ConvertSource campaign numbers.

Advisor & Insurance ROI Calculator

See what paid ads could bring your practice. Pick your niche, set a budget or a client goal, and get projected opportunities, new clients and revenue, starting from real ConvertSource campaign numbers.

8.93x ROAS
$506K Closed Revenue
1,528 Opportunities
5.13x ROAS
$17.73 Per Opportunity
5.98x ROAS
Meta Ads
Google Ads
56 Deals Closed
Real CRM Data

Run your numbers

Takes about 30 seconds.

Step 1 · Your business

Step 2 · Start from

$1K$30K
Fine-tune with your own numbers
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Your projected month

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projected new revenue per month
0qualified opportunities
0new clients
0xreturn on ad spend
$0projected revenue per year

Projections only, not a guarantee. Results vary by market, offer, budget and how fast your team follows up. Starting numbers come from ConvertSource client campaigns; change them to match your practice.

HOW THE MATH WORKS

Three numbers drive every projection

Cost per opportunity

Your ad spend divided by cost per opportunity gives you qualified opportunities: people who raised their hand and fit your criteria.

Close rate

Opportunities times your close rate gives you new clients. Fast follow-up is the biggest lever here.

Revenue per new client

New clients times revenue per client gives you projected revenue. Divide by ad spend and you get your return on ad spend.

Want a plan built around your numbers?

We’ll map out budget, channels and follow-up for your market. Or start with the free LeadPilot365 pipeline assessment.