Set your baseline

Fill in the "Number per..." column with the data for your selected time per
reccomend to not exeeding one year). The conversion rates will be auto
you.

(Fill out the numbers in this

column)
Number per (add your
Customer Journey Stage chosen timescale...)
Website visitors 1000
Auto calculated -->
Key offer landing page views 100
Auto calculated -->
Leads generated from key
landing page 10
Auto calculated -->
Sales opportunitys
(Converted from leads) 5
Auto calculated -->
Customers (Generated from
sales opportunities) 1
e
your selected time period (we
sion rates will be auto calculated for

This column will auto

calculate
Conversion rate between
stages
<-- Edit this
10.00%
<-- Edit this
10.00%

<-- Edit this

50.00%

<-- Edit this

20.00%

<-- Edit this

Set your objective
Fill out the numbers in the table below to set your objective. Play around
numbers until you see a conversion rate that looks achieveable to you.

(Fill out the numbers in this

column)
Number per (add your
Customer Journey Stage chosen timescale...)
New-business revenue goal £1,000.00

Average customer value £100.00

Total number of clients

needed 10

Write out the objective you want to achieve and make it time bound

E.g: I will be working with 20 new clients by the end of this year, with an a
of £5,000 each
ve
objective. Play around with the
achieveable to you.

This column will auto

calculate
Conversion rate between
stages
<-- Edit this

<-- Edit this

<-- This will auto complete!

make it time bound:

d of this year, with an average value

Set your action goals
We have created two tables for you to work with in this tab. The first is au
from your baseline and objective answers, to provide an insight on the tra
need to hit, in order to reach your new customer goals, based on current
rates.

It's possible that you can see conversion rates with huge room for improv
why we created the second table, to allow you to manually type in the nu
create conversion rates that seem more realistic.

You can use either as your final action goals.

(Keep in mind, you conversion rates from key offer landing page downwards sh
increase if you correctly follow the guide in the workbook!)

The automated table

(Fill out the numbers in this

column)
Number per (add your
Customer Journey Stage chosen timescale...)
Website visitor 10000
This is pulled from baseline
-->
Key offer landing page views 1000
This is pulled from baseline
-->
Leads generated from key
landing page 100
This is pulled from baseline
-->
Sales opportunitys
(Converted from leads) 50
This is pulled from baseline
-->
Customers (Generated from
sales opportunities) 10
goals
n this tab. The first is auto generated
ide an insight on the traffic levels you
oals, based on current conversion

h huge room for improvements. That's

manually type in the numbers to

ding page downwards should drasitcally

ook!)

This column will auto

calculate
Conversion rate between
stages
<-- auto calculated

10.00%
<-- auto calculated

10.00%
<-- auto calculated

50.00%

<-- auto calculated

20.00%
<-- This is pulled from your
objectives
The manual table

(Fill out the numbers in this

column)
Number per (add your
Customer Journey Stage chosen timescale...)
Website visitor 10000

Auto calculated -->

Key offer landing page views 1000

Auto calculated -->

Leads generated from key
landing page 100

Auto calculated -->

Sales opportunitys
(Converted from leads) 50

Auto calculated -->

Customers (Generated from
sales opportunities) 1
This column will auto
calculate
Conversion rate between
stages
<-- Edit this

10.00%
<-- Edit this

10.00%
<-- Edit this

50.00%

<-- Edit this

2.00%

<-- Edit this