Using the editable worksheets

These CSV files open in a spreadsheet editor. They contain input fields only; they do not include formulas or automatically calculate outputs. Examples below are hypothetical, not quotes, benchmarks or client results. No macros, external connections or customer records.

Total-cost worksheet

Enter the same planning period and scope for each proposal. Leave unknown amounts blank. Enter zero only when the cost is confirmed included or not applicable. A known-cost subtotal is not the total if anything is missing. Set known_costs_complete to YES only after each component is checked.

Recurring monthly cost = management + media + usage + hosting + other tools.

First-month cash outlay = recurring monthly cost + setup, only if setup is paid in that month. Plan total = recurring monthly cost × months + one-time setup. If rates or usage vary, use a dated monthly schedule instead of multiplying a constant. Include applicable taxes or other excluded charges in a separate row and revise the total; this simplified worksheet assumes no additional charges. Record internal staff hours separately; do not silently price them as zero.

The article's example uses $2,000 + $1,500 + $100 + $0 + $0 = $3,600 monthly. Setup of $500 makes first-month cost $4,100 and twelve-month cost $43,700. Zeros are explicit assumptions, not blank values converted to zero. Rize's actual proposed scope and prices require their own approved terms.

Lead-economics worksheet

Choose an intake cohort: distinct requests first received within the start/end dates. Follow that same group through an outcome cutoff. Pending is a count of distinct inquiries still unresolved at cutoff; it is not another stage to add to wins or estimates. Track spam/duplicates and activities separately. Do not drop paid unsuitable inquiries from spend.

Assigned source cost = lead fees + media + allocated management + usage + other source costs − received credits. Costs must correspond to the stated source/cohort and allocation method. Deduct issued-but-unreceived credits only after defining and disclosing a different accounting method. Do not subtract one credit twice or assign a shared fee in full to every channel.

Cost per inquiry = assigned source cost ÷ distinct inquiries. Cost per won job = assigned source cost ÷ won jobs. Qualified-to-win rate = won jobs ÷ qualified opportunities only when wins are from that qualified set. The simplified template assumes sequential stages; a referral that skips a stage needs its own documented rule rather than a forced count.

No wins: “no won jobs; cost per win undefined.” Unknown wins/cost: UNKNOWN. No inquiries: “no inquiries; cost per inquiry undefined.” Negative costs or impossible sequential counts require review; a known zero numerator with a positive denominator can produce a real zero. Missing is never zero. Blank outcome fields are not evidence of losses.

Example A: $2,000 lead fees + $300 allocated management + $100 usage = $2,400. With 40 inquiries and 6 wins, cost per inquiry is $60 and cost per win is $400. Example B: $2,000 media + $1,000 allocated management + $200 usage = $3,200. With 32 inquiries and 8 wins, the corresponding costs are $100 and $400. All other example cost fields are explicitly zero. The two labels do not represent actual supplier/channel performance.

For job economics, use a separate record of the same completed-and-paid jobs with realized revenue and delivery cost. Revenue minus defined delivery costs minus matching marketing cost is a limited contribution measure, not net profit when overhead/tax/financing or other costs are excluded. Never subtract source cost for one cohort from another group's revenue without disclosing the mismatch. Organic investment has a longer benefit window; this worksheet is not a causal ROI model.

Before sharing publicly

Verify the final calculations and definitions, publish no PII, keep examples labeled, and test download links in the actual website candidate. These files are local draft assets; no web download has been deployed.