SDR ROI Calculator
Explore how your assumptions affect meetings, clients and program economics. Start with your own numbers, then bring your scenario to a CFE strategy call.
Book a Strategy Call30 minute strategy call · Discuss your buyers, scope and pricing
Build your scenario
Use one month of prospecting activity as the starting group. Outcomes from that group may happen later in your sales cycle.
All inputs start blank. Enter your assumptions or load an example to see how the arithmetic works.
Use your own planning assumption or a measured cohort of booked meetings.
The share of booked meetings that actually takes place.
The share of held meetings that eventually becomes a new client.
Use one consistent 12-month value per client. This is not monthly cash received.
The share of contract value left after the direct costs of delivering your service.
Include the outreach, data, tools and management costs you want to compare. CFE pricing is scoped separately.
Your scenario results
These estimates depend on your inputs. The first-year figures describe eventual value from this group of prospects, rather than cash collected in a single month.
Enter all inputs to see your scenario. You can also load the illustrative example.
Use the same cost scope when comparing options. Other sales overhead, tax, churn and payment timing need separate consideration.
Bring your assumptions to the call. We will discuss whether the scope fits your business.
How to use the results before choosing a program
- Start with your measured attendance, sales conversion and customer value. Where you lack data, label the input as an assumption.
- Change one assumption at a time. Compare a lower-attendance or lower-close-rate scenario with your starting case.
- Check whether your team can handle the expected meetings and follow-up. Calendar capacity and sales ownership belong in the scope discussion.
- Review the work included in the program cost before comparing it with an internal hire or another proposal.
Use the appointment-setting quote checklist, review CFE pricing and scope, or explore outsourced SDR services.
SDR planning questions
How do you estimate SDR meetings and clients?
Multiply booked meetings by attendance rate to estimate held meetings. Multiply held meetings by your close rate to estimate eventual clients from that group. Use measured rates when available, and compare several scenarios when you are still testing.
Does the calculator predict CFE’s performance or price?
No. All outcomes come from the numbers you enter. The illustrative example demonstrates the arithmetic and is not a performance benchmark or a CFE quote. CFE program scope and pricing are discussed on a 30-minute strategy call.
Is the contract-value result monthly revenue?
No. It represents the first-year contract value of the clients modeled from one month of prospecting activity. Meetings, sales and payments can occur later. The calculator does not model payment timing, churn or revenue recognition.
How is the modeled return calculated?
First-year contract value is multiplied by your gross-margin percentage. The entered program cost is then subtracted, and the difference is divided by that program cost. This is a gross-profit return on the entered program cost; other sales overhead, tax and cash-flow timing are outside the calculation.
Why can the calculator show a fraction of a client?
Multiplying assumed conversion rates produces an expected value, such as 0.5 clients. Actual clients are whole people or businesses. A fractional estimate helps compare scenarios and should not be read as a promised result.
What happens when there are no meetings or sales?
A cost-per-meeting or cost-per-client figure cannot be calculated when its denominator is zero. The calculator labels those cases instead of showing a zero acquisition cost. At zero gross margin there is no gross-profit break-even point for a positive program cost.
Talk through your outbound plan with our team
Bring your website and your sales goals. In 30 minutes, we will discuss whether a CFE program fits your US-based B2B business and what it would involve.
Your buyers
Which companies and decision makers you want to reach.
Your approach
Where calling, email and appointment setting fit your sales process.
Your next step
The program scope, price and what your team would need to provide.
Choose an available time for your strategy call.