Marketing Budget Tool with CAC Analysis

Marketing Budget Tool with CAC Analysis

Marketing Budget Tool with CAC Analysis

Original price was: $350.Current price is: $245.

In stock

Original price was: $350.Current price is: $245.

This Marketing Budget Tool with CAC Analysis will help to analyze marketing costs in different marketing channels such as Google, Facebook, Instagram, Youtube, and influencer Commission along with Other Digital Marketing costs.

We have two main sheets which include the Assumptions and the Digital Marketing sheet.


Marketing Budget Tool with CAC Analysis

How Big Should Your Marketing Budget Be?

How much should you invest in your marketing budget? That depends on various factors, including:

  • Your industry: In certain industries and locations, the marketing cost is much higher than usual.
  • Business growth stage: The growth rate of the business is directly related to marketing spend. Especially for online businesses, the amount of money spent on marketing can increase lead generation. There are various tools from which you can estimate the growth rate of the business over several years.
  • Your goals: If you just want to keep your sales at their current level, you may be able to achieve them through marketing via various channels. However, if you hope to increase your sales by 10% in the next year, you’ll need to increase your marketing budget to reach that goal.

Business owners must remember that marketing is an investment, not an expense. Marketing is how you let people know about your business and persuade them to buy your service or product, so it is not something you can do without proper analysis and marketing numbers.

However, there are ways to reduce your marketing costs without hiring marketing experts. For example, you might decide to use an expert marketing consultant rather than hiring a marketing consultant from an agency or focus your efforts on more affordable online digital marketing tactics rather than expensive print marketing materials.
You can modify our Marketing Budget template as needed to fit your business’s unique marketing situation.

Why do you need the template?

Let’s say your company decided to invest in your company to improve lead generation, and you are responsible for managing the funds invested.

Usually, one of the first questions the owner asks is, “How many customers am I going to have after investing in a marketing campaign?” The answer, obviously, is “it depends.” Do you have real-time data analytics like conversion rate or estimated lead generation based on google trends?”

If you need answers to your questions, the only way is to use a marketing template that tells the user how many estimated customers they will have after spending funds on marketing. This tool is usually used to calculate the estimated number of customers that a company might have.

Included in our marketing tool with CAC analysis template is an excel template to manage your business sales. The template is for both Excel and Google Sheets to assist you in tracking your marketing budget, paid marketing advertising, social media spend, event management, and more.

This Marketing Budget Tool With CAC Analysis will help to analyze marketing costs in different marketing channels such as:

  1. Google Cost
  2. Facebook Cost
  3. Instagram Cost
  4. Youtube Cost
  5. Influencers Cost
  6. Other Marketing Cost
  7. CAC Analysis of Paid leads
  8. CAC analysis of Organic Leads

We have two main sheets:

1. Assumptions Sheet for Customer Acquisition Cost Analysis within Marketing Expenditure Framework

In this Subscriber Sheet, you will have peach areas for key assumptions such as

a. Total Subscribers Expected to Acquire in the First Five Years

b. Conversion Rate of Leads into Subscribers

c. Growth Rate (In this Marketing Budget Tool with CAC analysis, we are taking Exponential Growth Rate for subscribers) 

d. Leads and Traffic from Multiple Digital Platforms

e. Marketing Costs of each Platform based on the Marketing Campaigns Utilized

f. Other Marketing Expenses

Here is the screen shot of the sheet for you:

Marketing Budget Tool with CAC- Assumptions
Figure 1: Marketing Budget Tool with CAC- Assumptions


2. CAC Analysis- Digital Marketing

When starting your business, it can be tempting to get clients or customers regardless of the marketing cost, energy and time. However, if you plan on running a successful and profitable business, you will need to balance the total marketing efforts and cost of sales to acquire a customer or your Customer Acquisition Cost (CAC). This will be the case whether you are promoting your offered services through content marketing, paid social media ads, or expert marketers in your affiliate program.

In this sheet, we have a very detailed cost for each channel. This Marketing Budget with a CAC analysis sheet has each channel’s Campaign Types along with Cost per Click, Cost per impression, and Cost per View with respect to their Channels and their campaign type.

Marketing Budget Tool with CAC- Digital Marketing

Figure 2: Marketing Budget Tool with CAC- Digital Marketing

Walk-Through Video of Marketing Budget 

The following video will give you an overview of the different components of the marketing budget tool and will help you understand its working.


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Frequently Asked Questions About Our Financial model

An Oak Business Consultants Provides Various Financial Model Templates; each industry model has unique revenue and input assumptions based on the industry nature and operation requirement. We have dug into almost every industry and have built 100+ models for every specific niche market.

For Example; a website has a general base model for e-commerce business and several other businesses that come under the E-commerce industry like Online Clothing Business and Online Toy Store, etc.

The pre-built financial models are made to help an entrepreneur, by giving them financial projections for their business. These models provide a prebuilt detail and structure to those who have a similar business revenue model as already available on the website. However, if you have a business model which is unique and have several different revenue streams. Therefore, you need Buy Customization Plans financial model services where you can avail of modeling services as per your business nature and operation requirements. 

All pre-built models are Comprehensive and dynamic, designed by expert professionals by considering all the elements any business requires while computing the financial feasibility of the business. The financial model template will provide the assistance to compute the startup summary, detailed monthly and yearly profit and loss statement, balance sheet, cash flow Analysis, and Break-Even Output summary. The template also has project evaluation reports and diagnostic sheets which will allow you to determine the company’s performance in a specified period of time. Moreover, a visual representation of these reports is compiled on a dashboard to make a convenient report overview for the user.

The models will be in Microsoft Excel file format, and they are immediately available for download after making the purchase. A model can redownload at any time in the future from the same account.

The optimal way to use the model is to familiarize yourself first with how the model is linked and structured. There are already detailed instructions on howdetailed how to use the description mentioned under each product profile.

Moreover, then start with the input sheet with the most important assumptions, and start filling in the inputs as per your business information which is clearly labeled and formatted in a pink color cell. For Example; If your region tax rate is 25% so fill it under the tax field, which is already highlighted so then a model will automatically compute all related calculations. The same procedure will go with all operating and variable cost sections, which are mentioned in the model.

Next comes the revenue-related input; then go through the inputs around growth rate, churn rate, prices, and cost of sales, etc. These inputs will be changed from industry to industry; however, the basic structure is the same.

So far, you’ll get basic forecast reports, and now it comes down to looking at the Summary and Key Reports sheet(s) to see if the estimation makes logic: net income, gross margin and net cash flow, etc. Refine and iterates the inputs until you get a final result that makes sense for your business and your industry.

The Financial models are in xls. File format. We would recommend to use Excel or Google Sheets to develop and edit financial models. In practice, We use Excel to build and edit models and Google Sheets to share with clients. Because Excel is usually a faster software for building and designing with so many features, however, Google Sheets can make it convenient for sharing models with the user.

Our models can be used in both Excel and Google Sheets interchangeably; simply upload the Microsoft Excel model template into Google Sheets, and everything will be ready to go.

Undoubtedly Yes! All formulas’ cells and sheets are completely editable and open. Therefore, you can edit anything as per your requirement. But, you must need to consider the cell linkage first before making any change.

How to Edit the Mode?

All peach Areas are your INPUT CELLS. Please fill the PEACH AREA as per your Business situation. All WHITE and COLORED CELLS are CALCULATED and LINKED CELLS.

The Model is easy to use, dynamic and Transparent. We did not use complex formulas to build the Pre-built Financial Model or Financial Template.

Yes, We provide Half an Hour of free consultancy. We help you to explain

  • The flow of Pre- Built Financial Model
  • Explain Financial Terminology
  • Explain How the Pre-built Financial Model work.

You can fix a meeting time with our Expert Financial Consultant and avail yourself of this opportunity to have one to one call with him/her.

Frequently Asked Questions About Our Business Plan

Oak Business Consultant can easily accommodate any industry and already has 100+ Pre Built Business Plan samples that help you along the way. Whether you’re a small or mid-sized business, freelancer, or literally any industry sector from tech to real estate to salon and restaurant. We do extensive research before writing a business plan so that each business plan is quite different from another according to its business nature and operation requirements.

At Oak Business Consultant, we ensure that each and every business plan is customized for every industry. Such as;

Our team of experienced consultants and business analysts does not only ensures high-quality templates but also provides business consulting services to enhance your idea. However, these Pre Built Business Plan Templates are general. You will require our customized plan services and if your business idea is unique and generates revenue from various different streams.

Apart from the general pre-built business plan template, we provide three kinds of business plan customized services and Each plan package offers a variety of services based on its price.  

For Example in Basic Plan, a 10 to 15 pages business plan with a three-year financial model, completely customized according to your business nature and idea. However, in the Comprehensive package, the packages will be based on 30 to 35 pages with 5 Years of financial analysis.

We have several business planning packages. Each package is developed keeping in mind the scale of the business industry and the purpose of the business plan. We provide extremely competitive and affordable pricing for business plans.

If you need help with choosing the right package please feel free to reach one of our consultants. We are available here to support your queries.


The average venture capital company receives several business plans every day and they only invest in a handful of 1%. You need such a comprehensive and deal proven business plan to capture investment attention. Oak Business Consultant Provides you a dynamic business plan which not only jotted down your ideas into a well-structured format but also provides all essential market and financial analysis which would be eye-captured information to the investor.

We work with minimal inputs. We only require the basic information in the brainstorming and developing process. The basic questionnaire involves Brand Name, a Brief Description of the company and your Idea, Target you will earn your revenue? and Why do you think people would need your products/services? and What is the range of initial investment you are looking at? And what plans for your company? These questions will ask as a starting point for your project. 

We always encourage our clients to share other information related to their future operations that might have. In case more information is required, our team will contact you.

We work in a collaborative manner via phase to phase communication approach. We acknowledge that you would know your business idea better than anyone. We bring along years of experience and industry best consultants to help you enhance your idea into a venture.

We work in a phased manner. Every interim deliverable related to the business plan will be sent to you for review. We acknowledge that you would know your business idea better than anyone So that We would encourage you to go through the drafts and give us your feedback. Our consultants will have a discussion on your review comments. On the basis of the discussion, we will modify the drafts. For every phase, we will take a maximum of two update requests of each phase into consideration. We would request you to give us a complete and specific set of feedback.

The business plan template design would be a part of the package. The draft version would be written in a normal word document; however, once a consultant is done with the content. A non-designed business plan goes into the in-house graphic team that turns the non-designed version into an aesthetically appealing template by considering the brand color theme and industry nature.

Frequently Asked Questions About Our Pitch Deck

Once your order is finalized, you can access a download link for your files directly from your dashboard.

To retrieve your document, simply proceed to your dashboard and download the provided PDF document.

Yes, you will need to register for a complimentary Canva account or log in to your existing Canva account to engage with the template.

Open the PDF you downloaded and select the highlighted LINK (mentioned on the last page) within it. This link will redirect you to your specific Canva template.

Absolutely! Within Canva, you are free to adjust colors, fonts, images, and other elements to ensure the design matches your branding specifications.

After you have finished customizing your design, you can download it from Canva and showcase it on your preferred social media platform.

Yes, Indeed! Our Team has developed more than +1000 Financial Models on different industries and sectors that have closed $100M in deals and investment for companies.

Check out our Financial Model Library and have more 1000+ Financial models available here

Also check out our Customize Financial Model services plans here.

Yes, Indeed! Our Team has developed more than +500 Business Plan on different industries and sectors that have closed $100M in deals and investment for companies.

Check out our Business Plan Templates library more +500 Business Plan available here.

Also check out our Customize Business Plan services packages here.

Frequently Asked Questions About Our Market Research report

We offer three variations: Basic, Advanced, and Comprehensive.

Basic includes a PDF report; Advanced adds Excel files; Comprehensive includes PDF, Excel, and PowerPoint.

Yes, we offer a 7-day complimentary consultation post-purchase.

Reports are for single-user only and not for commercial sharing.

Data is up-to-date as of the report’s publication.

Yes, Customized reports are available upon request. Fill out the Form for customized report.

Digital reports are delivered instantly; customized reports may vary as per the requirements.

We offer ongoing support for any post-purchase inquiries. You can contact by email info@oakbusinessconsultant.com or book a meeting with https://calendly.com/oakbusinessconsultant/30min