Free Tools
A collection of free tools to help businesses assess sales, measure ROI, evaluate conversion, calculate lead performance, retention, and revenue opportunities.
10 results
Manual Website Conversion Audit: Find Where Leads Drop Off
Inspect one website path with observable evidence, prioritize friction without inventing uplift, and define a clear completion check for each repair.
AI Readiness Assessment for Revenue Teams: A Manual Scorecard
Score six operational foundations, expose stop conditions, and choose a controlled next step without treating readiness as an ROI forecast.
Manual Funnel Revenue Opportunity Calculator
Use a manual worksheet to model one end-to-end funnel with consistent stages, contribution margin, quality adjustment, cost, and conservative sensitivity.
Manual Retention and Repeat Purchase Impact Calculator
Use a manual worksheet to model cohort-level repeat-purchase contribution with maturity, returns, quality adjustment, program cost, and a separate retention view.
Manual Personalization ROI Calculator
Use a manual worksheet to calculate realized contribution, cost, ROI, and break-even lift from an eligible population and a valid control-and-treatment comparison.
Manual Lead Response Time Revenue Impact Calculator
Use a manual worksheet to model the contribution difference between current and target response-time mixes using your own cohort rates instead of a universal speed benchmark.
AI Sales Website and Lead-Journey Audit: A Manual 12-Check Worksheet
Audit the full path from first visit through qualification, routing, follow-up, CRM evidence, and human ownership with a copyable priority worksheet.
Manual AI Sales ROI Calculator: Model a Range Without Invented Uplift
Use a manual worksheet to build conservative, base, and aggressive scenarios from your own leads, conversion rates, contribution, quality adjustment, and total cost.
AI Customer Service Cost and ROI Calculator: Manual Worksheet
Use a manual worksheet to estimate usable capacity value, full operating cost, net benefit, ROI, and break-even time without assuming headcount savings.
Lead Qualification Scorecard for AI Chat and Sales Routing
Score whether your current intake, qualification, routing, and CRM handoff are strong enough for AI-assisted lead qualification.