Build the business case.
Tell us what matters.

Name and role; multiple contributors can add their names.

Use the contact who can coordinate the answers.

Name the sponsor, marketing, sales, finance, IT and content owners.

For example: higher-value projects, a particular service line, recurring work or clearer reporting.

Enter incremental revenue from this programme, rather than total company turnover. Used in the calculator.

Include commercial, operational and reporting outcomes, and the timeframe that matters.

Use revenue expected within the first 12 months for the services being promoted. Exclude later-year renewals and sales taxes.

After delivery labour, subcontractors, materials and other incremental delivery/sales costs. Exclude the quoted programme and media costs already in the investment total. Do not use markup or net margin after marketing.

Software, hosting, approved connectors and additional sales costs not already in your margin or the quoted programme. Enter 0 if none; avoid double counting.

Optional. For 50%, contribution must cover the investment plus another 50% of it. Blank means break-even only.

Include service, project value and whether it is a one-off or recurring agreement.

For governance, Microsoft 365, Copilot readiness, digitisation, asset information and managed services: give approximate first-year value, margin and priority where known.

State the reporting period, number of clients/projects, data source and finance owner. Use ranges or say unknown where needed.

Typical delivery duration, deposits, payment terms and delays. The calculator measures contribution, not cash-flow timing.

Renewals, expansion, retention, typical duration and evidence. Later-year value is recorded separately from first-year payback.

Won new clients divided by qualified opportunities in a comparable, completed cohort. Used to estimate opportunities needed.

Qualified opportunities divided by unique valid enquiries from a comparable cohort. Used to estimate enquiries needed.

Give a range or median and note longer procurement cycles.

Provide valid enquiries, qualified opportunities, proposals, wins and new-client revenue, with period/source. Separate new clients from existing-client expansion.

Company fit, service need, scope, budget, authority, timeline and disqualifiers.

Owner, backup, response-time target, notification route and what happens outside working hours.

Include next action, stage owner, value, expected close date and won/lost reasons. We will agree up to eight stages.

Price, timing, procurement, trust, internal resources, no decision or competitor; include recurring objections.

Rank your best-fit segments and give examples without confidential client details.

Calgary, Alberta, Western Canada or elsewhere; note on-site service limits and travel constraints.

Job titles, seniority, departments and the role of procurement, IT, legal or operations.

For example: a move, audit, system migration, asset handover, records backlog or AI initiative.

Evidence-backed strengths, delivery approach, credentials and outcomes we can substantiate.

Names, alternatives such as doing the work internally, and why you win or lose.

Unsuitable sectors, minimum project size, services not offered, exclusions and existing-account restrictions.

Choose the first one or two offers and explain their value, profitability and delivery readiness.

Discovery call, assessment, scoped consultation or resource. State what the buyer receives and any qualifying conditions.

Incremental capacity across the relevant services. Enter 0 if there is currently no capacity. Compared with the calculated client target.

Staffing, specialist availability, utilisation, project lead times, equipment, geography and any hiring requirements.

Inputs, milestones, security requirements, typical outputs and responsibilities.

Busy periods, budget cycles, tender windows, shutdowns or blackout dates.

Rank consultation, project brief, resources, newsletter and other relevant journeys.

Name priority pages, audiences, missing information and any page to replace within the agreed scope.

Available traffic, enquiries, top pages, search queries, period and source. Say unknown if reporting is not available.

URLs, files, valuable backlinks and the approved migration shortlist of up to 20 entries.

Consultation, project brief, resource/webinar and newsletter. Include routing, confirmation, spam handling and any upload/booking needs to assess.

Customer language, terms that already generate good enquiries, and irrelevant terms to exclude.

Provider names, current contracts, DNS owner, editor needs and integration requirements. Do not enter passwords or keys.

Logo files, colours, fonts, photography, tone, examples and where approved assets can be obtained.

Note permission status, approved statistics, logos and anything requiring anonymisation.

Names, areas of expertise, availability and an agreed review turnaround.

Include sales FAQs, useful examples and subjects clients repeatedly ask about.

Confidential client information, unsupported claims, approved terminology and review requirements.

Dates, speakers, confirmed permissions and any dependencies. Distinguish confirmed from tentative.

LinkedIn, Google, referrals, organic search, email and Facebook; include spend, period, qualified leads and wins where known.

Offers, audiences, search terms, creative, landing pages, lessons and previous agency arrangements.

Current plan: LinkedIn CAD $1,200, Google Search $800, Meta $0.

Target accounts, permitted customer lists, exclusions and the person who can confirm permitted use. Do not paste customer personal data here.

List origin, consent records, active segments, suppression/unsubscribe handling and sender domain.

Approvers, scheduling tools, community-response owner and handling for sensitive comments or enquiries.

Plan/workspace, timesheets, leave, resources, costs, contacts, opportunities and projects; identify current administrators.

Existing automations, provider names, permission owner and known restrictions. We will verify supported operations; do not supply secrets.

Approximate company/contact totals, duplicates, required fields, source of truth and import owner. Scope includes up to 1,000 supplied companies/contacts.

Priority metrics, required filters, source definitions, finance conventions and who signs off totals.

Leadership, marketing, sales, delivery and finance; note restricted data and available Microsoft/Power BI licences.

Preferred cadence, alerts, operational owner, response expectations and available history.

Select the current position. Invitations and ownership are confirmed during onboarding.

Select the current position. Invitations and ownership are confirmed during onboarding.

Select the current position. Invitations and ownership are confirmed during onboarding.

Select the current position. Invitations and ownership are confirmed during onboarding.

Select the current position. Invitations and ownership are confirmed during onboarding.

Select the current position. Invitations and ownership are confirmed during onboarding.

Select the current position. Invitations and ownership are confirmed during onboarding.

Select the current position. Invitations and ownership are confirmed during onboarding.

Select the current position. Invitations and ownership are confirmed during onboarding.

Select the current position. Invitations and ownership are confirmed during onboarding.

Select the current position. Invitations and ownership are confirmed during onboarding.

Name the business owner or administrator and the preferred invitation contact. No passwords, API keys, recovery codes or payment-card details.

Plans, renewal dates and budget owner. Note additional costs to validate before commitment.

Name and role; include the owner of any existing consent platform.

Current privacy/cookie notices, marketing preferences, unsubscribe handling, retention and deletion process.

Client contractual requirements, approved suppliers, security review and restricted data. Describe requirements without uploading sensitive documents.

Primary/backup contacts, preferred communication route and practical escalation process.

A proposed date for discussion; it does not change the separately saved project timeline.

Business events, holidays, supplier dependencies and dates that affect approvals.

Name the final decision makers, review turnaround and substitute approvers.

CAD $13,505.90 setup; $4,362.47 monthly service; $2,000 monthly media. Software, hosting and applicable tax are additional.

List the missing item, owner and expected date. Unknown values are useful to identify.

Risks, expectations, existing commitments, questions or requirements not covered above.