ATTN.THE ATTENTION
COMPANYTHE CONTRACTOR TOOLKIT / 01

FREE CONTRACTOR PLANNING TOOL

Full crews start
with a lead plan.

How many leads do you actually need?

Work backward from the jobs you want. Get a clear target for leads, estimates, and ad spend.

Your numbers. Instant results. No email required.

THE INPUTS

Start with your numbers.

EDIT BELOW

Example numbers are loaded. Replace them with yours.

01 Your crew capacity
02 From inquiry to sold job
03 Your job value & ad costs

Use your own recent ad results. These examples aren't industry benchmarks.

Fine-tune your plan Period, sales capacity & costs

Cost assumptions · % of revenue

Keep these cost categories separate so each expense is counted once.

YOUR LEAD TARGET

47
leadsper week

To keep 3 crews on track for 15 jobs a week.

47leads
→
30estimates
→
15sold jobs
Planned ad spend$705per week
Projected revenue$25,500before job costs & expenses
About 10 leads per sales day · 5-day week

A little more clarity.

WEEKLY VIEW
Advertising cost per sold job$47
Sales capacity needed ⓘ1.5 reps
After modeled costs & advertising$5,909

Uses the job cost, commission and overhead assumptions under “Fine-tune your plan.” Before taxes and other unmodeled expenses.

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THE MATH, MADE SIMPLE

Start with jobs.
Work back to leads.

01 / CAPACITY

Crews × jobs per crew
= your job target

02 / SALES

Jobs ÷ estimate close rate
= estimates needed

03 / LEAD FLOW

Estimates ÷ lead-to-estimate rate
= leads needed

How to use these numbers

Use completed estimates. If you track scheduled appointments, account for no-shows when setting your lead-to-estimate rate. A lead, an estimate, and a sold job are three different stages.

Allow for real-world variation. Jobs, estimates, and leads are rounded up in sequence to create whole-number targets. Ad spend uses the rounded lead target × your cost per lead. Revenue uses the rounded job target. Weekly and monthly rounded totals can differ slightly.

Use one lead source consistently. The advertising plan assumes all target jobs come through the lead funnel entered here. For paid leads only, enter the job capacity you want paid leads to fill after referrals and existing work.

Revenue isn't profit or cash collected. All figures are USD planning estimates based on your inputs. The default monthly view uses four weeks; choose an average calendar month in the advanced settings.