Know Your Numbers

Track Contacts from Lead to Client

Know Your Numbers Platform tracks leads from the moment they enter your marketing funnel until they become a client. Understand what works, identify gaps, and effortlessly quantify your ROI.

Begin Your Journey with Know Your Numbers
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Tailored Reports Built for Advisors

With our comprehensive reporting features, we can create and customize dashboards to compare your most important metrics side-by-side.

Lead Sources

See what marketing and advertising efforts are generating leads for your business, allowing you to optimize your ad spend and make more informed business decisions.

Marketing ROI

How much should you spend on marketing? Determine your optimal marketing budget by analyzing ROI from each channel and projecting expected outcomes. It's the ultimate tool for maximizing marketing channel ROI.

Closing Percentage

How effectively are your advisors closing deals? Monitor advisor closing rates throughout the entire process, or at each individual stage.

Customer Acquisition Cost

Discover the true expense of acquiring a new customer. Gain a comprehensive understanding of the costs associated with gaining a new customer and enhance your decision-making process with Know Your Numbers.

Struggling with closing new business? Talk with our business partner and sales expert Paul Carpenter now.

Capture the metrics that matter to you

Start tracking everything across your campaigns to build more relevant–and effective–marketing and sales initiatives.

  • Total Leads by Source
  • Event Conversion Percentages
  • Sales Performance
  • Appointment Setter Performance
  • Total Marketing Spend
  • Customer Acquisition Cost
  • Cost Per First Appointment
  • Click-through rates
  • Form Completions
  • Appointment Show Rate
How can we help?

FAQs

Looking for more information? Check out our frequently asked questions, or schedule a consultation with one of our experienced marketing strategists below.
What is Know Your Numbers?


Know Your Numbers is a platform that cleans, aggregates, and reports on your marketing and sales business data. Receive monthly and quarterly reports of your overall business performance.

This service is for companies that want a better understanding of their marketing metrics like:
– ROI by Marketing Channel
– Cost per First Appointment
– Appointment Setter Performance

Without comprehensive reporting to understand your next marketing move, it’s like driving blind.

Clients must be on Advisor Guide’s Active Campaign system to utilize the Know Your Numbers platform. Most companies also have a CRM platform like Wealthbox or Salesforce. Our instance of Active Campaign is designed to work seamlessly with these systems to transfer leads into your financial CRM once they book a meeting with your team. If you are not yet on our Active Campaign instance please click here to learn more.

I have more questions - how can I talk to someone?

You can reach one of our team members by filling out this form.

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Take Control of Your Marketing Strategy

Our Advisor Roadmap is designed to always be looking ahead with structured, easy to follow plans. Book a meeting with our team to take control of your marketing strategy and grow your firm.

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