ROI — Retainer & 90-Day Program

Benchmarks fee inside OPEX, shows monthly lift & ROI, and projects a 12-month view with decay + break-even.

Currency

Plan

Fee (per month or one-time)

Real Revenue / month

Target margin lift (pp)

Headcount (FTE) now

Model

Custom revenue per 1 FTE (annual)

Profit %

Owner Pay %

Tax %

Decay per month (%)

Derived OPEX %

–

OPEX budget / month

–

Fee as % of OPEX

–

Margin lift ($/mo)

–

ROI multiple (monthly)

–

Payback (months — program only)

–

Typical headcount (model)

–

Excess FTE vs typical

–

Model note

–

12-Month Projection (decay applied monthly)

–

Month	Lift (this month)	Fee (this month)	Cum Lift	Cum Fees	Lift ≥ Fees?

12-mo gross lift

–

12-mo total fees

–

12-mo net gain

–

12-mo ROI multiple

–

Break-even month (≤12)

–

ROI — Retainer & 90-Day Program

Benchmarks fee inside OPEX, shows monthly lift & ROI, and projects a 12-month view with decay + break-even.

Currency

Plan

Fee (per month or one-time)

Real Revenue / month

Target margin lift (pp)

Headcount (FTE) now

Model

Custom revenue per 1 FTE (annual)

Profit %

Owner Pay %

Tax %

Decay per month (%)

Derived OPEX %

–

OPEX budget / month

–

Fee as % of OPEX

–

Margin lift ($/mo)

–

ROI multiple (monthly)

–

Payback (months — program only)

–

Typical headcount (model)

–

Excess FTE vs typical

–

Model note

–

12-Month Projection (decay applied monthly)

–

Month	Lift (this month)	Fee (this month)	Cum Lift	Cum Fees	Lift ≥ Fees?

12-mo gross lift

–

12-mo total fees

–

12-mo net gain

–

12-mo ROI multiple

–

Break-even month (≤12)

–

90-day program

Break-even by month 4 — one-time $18k

Client at ~$120k/mo revenue. Target lift +4 pp. Decay 3%/mo.

Month-1 lift$4,800

12-mo gross lift~$48,985

Break-even~month 4

12-mo ROI~2.7×

1 • $4,800	2 • $4,656	3 • $4,516	4 • $4,381 ← crosses $18k
5 • $4,249	6 • $4,122	…	—

Use these numbers Copy preset

Runs fixes in 90 days; lift persists with modest decay. Good for owners who want fast payback without a long retainer.

Build + Care

Break-even by month 4 — build $8k/mo ×3 → care $2k/mo

Client at ~$120k/mo revenue. Target lift +6 pp. Decay 4%/mo.

Month-1 lift$7,200

12-mo gross lift~$69,712

12-mo fees$42,000

12-mo ROI~1.66×

1 • $7,200	2 • $6,912	3 • $6,636	4 • $6,371 ← crosses ~$24k
5 • $6,116	6 • $5,871	…	—

Prefill build phase Copy preset

Calculator models a single monthly fee. After month 3, step the fee down to $2k in your proposal; ROI improves from month 4 onward.