Phase 3 planning tools

Test the business question before you commit to the next move.

Use a practical scenario to connect website behavior, revenue goals, and marketing channels to the customer path you already understand. Each tool starts with your own assumptions—not a promise about what will happen.

Choose a tool

Three ways to explore the next move

Use the right model for the question in front of you.

Start with a current website or marketing question, a desired revenue number, or a possible mix of inbound channels. You will enter the assumptions, see the math, and decide what is worth discussing next.

Website & marketing scenario

Website Profit Potential Calculator

Test how changes in traffic, inquiry quality, conversion, close rate, and first-sale value could affect first-sale revenue and estimated gross profit.

A baseline from your website visitors, inquiries, qualification, closes, first sale, and margin
The planning levers connected to traffic, conversion, qualification, close rate, and average first sale

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Revenue-goal scenario

Reverse Revenue Planner

Start with traffic, recurring and new monthly buyers, current revenue, and a revenue goal to map the customer-path changes that could be worth testing.

Your current traffic, recurring buyers, new buyers, and total monthly revenue
A desired monthly revenue target and the modeled customer-path changes behind it

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Marketing-mix scenario

Inbound Channel Impact Calculator

Compare a mix of search, local visibility, email, social, paid, AI-assisted, review, and referral channels using your own lead and close-rate assumptions.

Ten inbound channels, including exit intent pop-ups & opt-ins, missed calls & DM's answered by AI, and AI chatbot engagements
Expected inbound leads, close rate, average first sale, and gross margin for each selected channel

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Important planning notice.All calculator outputs are hypothetical projections; actual results will vary. These tools do not show Phase 3 fees, project cost, return on investment, or a promise of results. Each public workspace is intentionally fresh: it does not save scenarios, email reports, create prescriptions, or expose any saved records.

Have a scenario but need a practical second opinion?

Use a tool to make the question clearer, then bring the assumptions to a Phase 3 conversation when you are ready.

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