Estimate the leads, new clients and long-term value your inbound program can generate. All figures in Canadian dollars (CAD).
Choose the package first. It sets the program structure and the recommended media floor, and pre-selects the inSymmetry preferred architecture. Architecture is set by the dealer or advisor practice, so change it only where the dealer restricts what is permitted.
The benchmark rates below drive the model. They come from INS LG Inbound Benchmark Table V1.4 and update with the channel and architecture selected above.
Move the sliders to match the advisor's budget, book and outlook. Outputs update instantly.
Projected results based on your inputs and the assumptions above. Fee revenue and lifetime value are retention adjusted at 95 per cent annually. New client counts are gross acquisition, before attrition.
The reasoning behind the numbers above, and the assumptions worth knowing before relying on them.
Retargeting does not run at full contribution from launch. A new program has no audience. Each month, visitors who reach the landing page and do not convert join the retargeting audience, and they age out at the end of the retention window. Once the window is full, the cohort leaving equals the cohort joining and the audience holds flat.
No defensible published lead quality coefficient exists for native lead forms or dealer hosted forms. Rather than assert a coefficient inSymmetry cannot support, the model states the break-even: the value at which the selected architecture and the landing page architecture produce the same cost per client.
Capture rate and lead quality coefficient measure different steps, and the penalty for a constrained architecture is split between them rather than loaded onto one.
Capture rate carries mechanical friction: form design, field count, page load, offer clarity, and the fact that a form inSymmetry does not control cannot be A/B tested and so stays at its launch performance while a managed landing page improves.
Lead quality coefficient carries persuasion: message match with the ad, proof, credentials and authority. A landing page does both jobs. A dealer hosted form does neither well, so both values move.
Loading the whole penalty into the capture rate would say that fewer people complete the form but the ones who do are equally convinced, which is backwards, and applying a lead quality coefficient on top of that would count the persuasion loss twice. The dealer form is therefore modelled at a 4.0 per cent capture rate, an eleven per cent haircut against the landing page for friction and frozen optimization, with a 0.85 coefficient carrying the fifteen per cent persuasion loss. Both remain unsourced and both are planning assumptions, not benchmarks.
inSymmetry builds this program as an integrated multi-touch process rather than a single low-friction capture, on the position that conversion improves with the number of channels, touchpoints and points of authority a prospect encounters, given effective targeting and qualification. That position is drawn from prior operating experience. It is stated here as a position under test, not as a proven finding, and it rests on a retargeting model and a lead quality coefficient that both await inSymmetry actuals.
Disclaimer. This calculator is a planning tool that produces estimates based on industry benchmarks and inSymmetry modelling assumptions. It is not a guarantee of results. Actual performance varies with budget, market conditions, niche, audience, creative quality, advisor follow-up and execution, and individual results will differ. Fee revenue and lifetime value per client are retention adjusted at 95 per cent annually as geometric decay; new client counts are gross acquisition before attrition. Setup fees are charged in month one and are not amortized, so they fall entirely within Year 1. Lifecycle projections accrue program cost and new client acquisition only while the ad program is active per the duration setting; fee revenue from acquired clients continues, retention adjusted, through each horizon after the program ends, and no post-program referral effect is modelled. Rows drawn from modelled rather than published values are identified as such in the assumptions above and in INS LG Inbound Benchmark Table V1.4. Ad budget is paid directly by the client and is separate from the program fee; larger media budgets carry a media management fee, which is included in the program cost figures shown. All figures are in Canadian dollars and do not constitute financial, investment, tax or legal advice. Consent is owned by the advisor and their dealer in every architecture, and lead capture is built on express opt-in consent for CASL compliance.
Supporting documentation, being INS LG Inbound Data Definitions V1.4 and INS LG Inbound Benchmark Table V1.4, is available on request.