Plan the clients behind a revenue goal
Enter your monthly revenue goal, your retainer, the clients you have, the clients you add and lose each month. Get the clients needed, the months to get there and the meetings to book. Free, no account.
Your revenue goal plan
Example inputs, pre-filled so you can see how it works. They are not typical retainers, win rates or churn rates: replace every number with your own.
A $15,000 a month goal at $1,500 a client takes 10 clients. You have 3, so 7 more. At these adds and losses you get there in 5 months.
- Clients needed: $15,000 ÷ $1,500 = 10 (rounded up)
- Revenue today: 3 clients × $1,500 = $4,500 a month
- Each month: your clients × (1 − 5%) + 2 new clients
- Meetings: 2 new clients ÷ 25% = 8.0 meetings a month
If you added more or fewer clients
| Case | New clients a month | Time to goal | Meetings a month |
|---|---|---|---|
| -1 a month | 1 | 11 months | 4.0 |
| Your adds | 2 | 5 months | 8.0 |
| +1 a month | 3 | 3 months | 12.0 |
Copy the numbers
This is arithmetic on the numbers you enter. It does not say what retainers, win rates or churn are normal, and it treats every client as paying the same retainer. Project work, one-off fees and price changes are not in it: put the average retainer you really earn per client.
How the plan is worked out
The clients you need are the goal divided by the retainer, rounded up. Month by month, the clients you have lose the churn share and the new clients arrive, until the count reaches the number you need. If you lose clients as fast as you add them, the count levels off, and the page says so instead of promising a date. The meetings line works backwards from the clients you add and the share of meetings that close.
- Use the retainer you really bill on average, not your highest.
- Churn is the share of clients you lose each month: work it out from your own records.
- If the months are too long, change one input at a time: more adds, a higher retainer or less churn.
Find the clients to add
New clients start as conversations. Search 67Leads by trade and city, or start with businesses with no website and businesses with an owner email. To see how much outreach that takes, use the cold outreach volume planner.
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Questions
Divide the monthly goal by your average retainer and round up. Use your own retainer: we do not state a typical one.
If the clients you lose each month cancel out the clients you add, the count levels off below the number you need. Add more clients, lose fewer or raise the retainer.
No. It treats every client as paying one average retainer each month.
No. It fills templates with what you type and makes no network calls.
No. The result is written when the page is served and not saved.
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