Missed new client value calculator

A missed call from an existing client is annoying. A missed call from a new one can cost years of fees, because a new client might stay with you for a long time. How long? Only you know that for your practice. This calculator works from your numbers. Enter how many calls from new prospects you miss in a month, how many of those you'd normally sign, your average annual fees per client and how many years a typical client stays. You'll see the first-year fees and the longer-term value behind those calls. We don't plug in any averages. Leave a box blank and the sum waits for you.

Missed calls from new prospects a month (calls)

Of those, how many would you normally sign? (%)

Average annual fees per client ($ a year)

How many years a typical client stays (years)

Fill in all four boxes to see the fees behind those calls.

How this works

Missed prospect calls a month times 12 times your sign-up rate = clients missed a year. That times your average annual fees = first-year fees missed. That times the years a typical client stays = the longer-term fees.

Every number is yours. The calculator uses no averages and no outside figures.

Frequently asked questions

How is this different from the missed call calculator?

The missed call calculator looks at the value of one job per call. This one is for practices where a new client pays fees every year, so it adds how long a client stays.

What sign-up rate should I use?

Your own. Look at last year's new-client enquiries and how many signed. If you don't track it, try a few numbers and see how much the answer moves.

Is this money I've lost?

It's an estimate built from your inputs, not a measurement. Treat it as a rough size of the problem.

General information only, not tax, legal or financial advice.