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ROI Wizard
Outbound Campaign ROI Wizard
Answer a few short questions (one at a time). We’ll explain each metric in plain English and compute ROI at the end.
How many dials will this campaign make?
A “dial” is one outbound call attempt. This sets the size of your campaign. If you’re unsure, start with 5,000–10,000.
e.g., 10000
What’s your expected contact rate (%)?
Contact rate is the share of dials that reach a live person (not voicemail). Typical B2B ranges 10–20%.
e.g., 15–20%
Of those live contacts, what % book a meeting?
Meeting (appointment) rate measures how compelling your opening and value prop are. Typical 10–20%.
e.g., 12–18%
What % of meetings become qualified opportunities?
Opportunity rate reflects how well your product fits the prospect’s needs. Typical 40–60%.
e.g., 40–60%
What % of opportunities turn into customers?
Close rate varies by industry and deal size. SMB sales often land around 20–30% for well-qualified opps.
e.g., 20–30%
How long is the average conversation (AHT) in minutes?
Average Handling Time per live connect. Includes talk + quick notes. Typical 5–7 minutes.
e.g., 6.0
What’s the fully-loaded wage per hour for agents ($)?
Include base pay + taxes/benefits. Many SMB teams land between $20–$28/hr loaded.
e.g., 22.00
Gross margin per sale OR LTV (in $)?
Use your expected gross margin per new customer (revenue minus COGS). If you sell subscriptions, use LTV (gross margin over the relationship).
Any fixed campaign costs ($)?
One-time costs like creative, compliance reviews, management time, training, or list cleaning.
e.g., 5000
Telephony cost per minute ($/min)?
Your carrier/dialer minutes cost. Typical ranges $0.005–$0.02 per minute.
e.g., 0.010
How do you pay for data?
If you pay per dialed record, choose “Per Dial”. If you buy a curated list, choose “Qualified Records”.
Qualified Records (count):
What’s your sales cycle length (days)?
Time from first contact to cash collection. Used to estimate payback period.
e.g., 30–60 days
Your Results
Here’s what your funnel and economics look like based on your answers.
Dials
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Contacts
–
Meetings
–
Opportunities
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Sales
–
ROI %
–
Net Profit (Gross Profit)
–
CAC ($/customer)
–
Breakeven Sales
–
Payback (days)
–
LTV:CAC
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Tip: If ROI is negative, try improving contact or meeting rates, reducing data cost, or increasing gross margin per sale.
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We build and train outbound programs across industries—from healthcare to tech. Everything we share here is tested in real campaigns and proven to work.
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