Opportunity and economics

What would a recovered appointment be worth?

Enter your own numbers. Every rate below is an assumption until a pilot measures it. The point is to see which assumptions the decision depends on.

Illustrative only. Not a forecast, benchmark or promise of results.

Scenario

Presets change only the funnel rates. They are assumptions for testing sensitivity, not sourced benchmarks.

Label for the printed summary (optional)

Stays on this page. Not saved, not put in the URL.

List and funnel

Eligible contacts (N)

After the consent and suppression review, not the raw list.

Delivery rate d (%)

Of contacts messaged.

Reply rate r (%)

Of delivered contacts.

Qualification rate q (%)

Of replies.

Booking rate b (%)

Of qualified replies.

Attendance rate a (%)

Of bookings.

Close rate c (%)

Of qualified attended appointments.

Client sale economics

Average trip value ($)

Your take (%)

Commission plus planning fees, as a share of trip value.

Your cost to run one planning call ($)

Advisor time and any split with them.

Grey Dog Labs fees

Fee per qualified attended planning call ($)

Flat service fee for the period ($)

0 for the default pilot.

Lead Recovery opportunity summary

Grey Dog Labs · 10/16/2026 · Scenario: base. Illustrative assumptions, not a forecast.

Attended appointments (A)

6.5

New gross profit

$4,873

Paid to Grey Dog Labs (20%)

$975

What you keep

$3,411

Funnel	Expected
Delivered N × d	450
Replies × r	45
Qualified replies × q	15.7
Booked × b	8.7
Qualified attended appointments (A) A = N × d × r × q × b × a	6.5
Sales (S) S = A × c	1.6

Client	Amount
Recovered revenue S × average sale	$40,605
Gross profit revenue × gross margin	$4,873
Paid to Grey Dog Labs A × fee per attended planning call	−$975
Appointment selling costs A × cost per appointment	−$487
What you keep	$3,411

Per qualified attended appointment	Amount
Expected gross profit c × average sale × gross margin	$750
Appointment fee	$150
Client's total cost per appointment fee + selling cost	$225
Client net per appointment	$525
Break-even close rate client cost per appointment ÷ (sale × margin)	7.5%
Fees as share of client gross profit	20%

Revenue, gross profit and contribution are different numbers. Fees here are per qualified attended appointment, not a share of revenue. Expected values can be fractional. Every rate is an input you chose, not a result anyone has measured on your list.