Lead cost calculator: work out what a customer costs before you buy.
Use your own numbers to work out your cost per signed case, policy or funded deal. Then open a sample record and write down the criteria you want in a pilot.
Start with your market.
The sample and qualification questions will change to match.
A qualified lead record for your team to follow up.
Open the lead record.
See what you would review before a sales conversation. This is a fictional sample, with no real personal information.
- Service area
- Florida
- Accident timing
- Within the last 30 days
- Treatment
- The claimant reports ongoing treatment
- Representation
- The claimant says no lawyer is retained
- Reason for asking
- Wants to discuss possible representation
Know what the person agreed to.
A useful record links the contact request to the wording shown, its timestamp and source. The exact wording and permitted follow-up need to be agreed for your campaign.
- Contact request
- Requested a conversation about the stated need
- Wording and timestamp
- Linked to the originating submission in a real record
- Preferred contact time
- Afternoon, in the prospect’s time zone
This sample demonstrates record structure. It is not a legal assessment or a live consent record.
Give your team the context.
The delivery method is agreed before a pilot: a live transfer, structured CRM handoff or email. Your team needs the qualifying answers, source and a clear next action.
- Buyer
- One agreed recipient
- Next action
- Review the answers and follow up at the agreed time
- Outcome
- Record whether contact led to an appointment, sale or accepted case
This is a sample handoff. Availability and integrations are confirmed during scoping.
Bring a clear brief to the call.
Set the requirements you want to discuss. Download a copy for your team. No contact details are needed and nothing is sent.
What will a customer cost?
Change the cost and conversion rate to see what it takes to win a customer.
Worked example. All figures are editable; your OptiMAX quote is agreed before launch.
Your pilot scenario
Add a planning cost, then calculate to see:
- Total pilot spend
- Total leads × cost per lead
- Assumed signed cases
- Total leads × conversion rate
- Cost per signed case
- Total spend ÷ signed cases
Uses your entered lead cost. Include any extra tax or fees required by your quote. Sales-team costs and overheads are not modelled.
What happens next.
A pilot starts with a shared definition of a useful call or lead.
Agree the criteria
Confirm the market, service area, qualifying questions and what makes a lead billable.
Approve the handoff
Review a sample record, delivery method, contact permissions and who follows up.
Confirm the terms
Agree pricing, supply and start date before anything starts. Fails a check? Not sent. Not billed. If one slips through, flag it within 72 hours and we replace it.
Review the outcomes
Bring contact, appointment and sales outcomes back into the review. Agree any changes together.