β οΈ Mockup with sample data β designed to facilitate the KPI conversation. Numbers, trends, and clinic splits are illustrative and not from production systems.
Headline KPIs Β· Last 12 Months
Total Marketing Spend
$4.2M
β² 8.2% vs prior period
Total Inquiries
12,540
β² 11.4% vs prior period
Attended NPVs
6,418
β² 6.1% vs prior period
Attributed Revenue
$84.1M
β² 9.8% vs prior period
Blended ROI
19.0x
β² 1.2x vs prior period
Pacing to Annual Plan
Marketing Spend
$4.2M
of $4.4M annual budget
β 95% pacing Β· $200K headroom
Attended NPVs
6,418
of 7,200 annual target
β 89% pacing Β· 280 NPVs behind plan
Attributed Revenue
$84.1M
of $95M annual goal
β 88% pacing Β· $10.9M gap to goal
Marketing Funnel Last 12 months Β· all channels
Spend vs. Attributed Revenue by Month
Channel Mix β Attended NPVs
Service Mix β Attended NPVs
Payor Mix
CAC by Channel
Avg LTV by Channel
Clinic Performance β Attended NPVs vs Target
Top Movers β last 30 days
| KPI | Clinic | Current | Ξ vs prior |
|---|---|---|---|
| Attended NPV rate | Boston | 81.4% | β² 4.2 pp |
| Cost per attended NPV (Digital) | Houston | $614 | βΌ $58 |
| Physician referral inquiries | Colorado | 412 | β² 18% |
| No-show rate | Atlanta | 12.8% | β² 2.1 pp |
| Meta CPL | Northern Virginia | $87 | β² $14 |
| Google branded CTR | Minneapolis | 9.4% | β² 1.1 pp |
| Website β Lodus handoff | All | 14.6% | β² 0.8 pp |
Spend
Digital Ad Spend
$2.84M
β² 6.4% YoY
Budget: $2.95M Β· 96% pacing
Physician Referral Spend
$1.36M
β² 12.1% YoY
Budget: $1.40M Β· 97% pacing
Spend vs. Budget
96.4%
$155K under budget
All channels combined
Spend Needed to Hit NPV Target
$4.6M
β² $400K gap to target
7,200 NPV goal Β· $639/NPV historical
Spend by Channel β last 12 months
Spend vs. Budget by Clinic
Reach
Impressions
142M
β² 9.1% vs prior
Click-Through Rate (CTR)
2.18%
β² 0.21 pp vs prior
Cost per Click (CPC)
$0.92
β² $0.07 vs prior
Impressions & CTR Trend
CPC by Channel & Clinic
| Clinic | Meta CPC | Google CPC | Blended | Ξ vs prior |
|---|---|---|---|---|
| Colorado | $0.84 | $1.12 | $0.96 | β² $0.04 |
| Northern Virginia | $1.06 | $1.38 | $1.18 | β² $0.14 |
| Houston | $0.71 | $0.94 | $0.81 | βΌ $0.05 |
| Boston | $0.92 | $1.21 | $1.05 | β² $0.02 |
| Atlanta | $0.78 | $0.99 | $0.87 | βΌ $0.03 |
| Minneapolis | $0.82 | $1.04 | $0.91 | βΌ $0.01 |
Visit Volume
Total Visits
28,940
β² 7.2%
Digital Visits
11,576
β² 12.4%
Physician Referral Visits
8,973
β² 5.1%
Patient + Insurance Referrals
6,225
β² 3.8%
Unattributed / Other
2,166
β² 1.4% (investigate)
Channel Attribution Share
Visits by Channel β last 12 months
Cost Efficiency
Cost per Visit β Digital
$245
βΌ $18 vs prior
Cost per Visit β Physician
$152
βΌ $9 vs prior
Cost per Visit β Blended
$145
βΌ $11 vs prior
Attribution by Clinic (% of visits)
Media Campaign Funnel Β· Where are we losing patients?
Campaign-level drop-off Β· last 12 months
Β· Inline rates = conversion from prior stage Β· green = above benchmark Β· red = below benchmark Β· leak = worst stage for that campaign
| Campaign | Impressions β Clicks | Sessions | β Inquiries | β Scheduled NPV | β Attended NPV | Worst stage | ||||
|---|---|---|---|---|---|---|---|---|---|---|
| Imps | CTR | Vol | Inq | Rate | Sched | Rate | Att | Rate | ||
| Google β Branded | 290K | 27.0% | 76K | 3,800 | 5.0% | 2,831 | 74.5% | 2,265 | 80.0% | healthy |
| Google β Non-Brand IVF | 1.07M | 10.8% | 110K | 2,200 | 2.0% | 1,365 | 62.0% | 1,025 | 75.0% | SessionβInq |
| Google β Non-Brand Egg Freezing | 680K | 11.0% | 71K | 1,400 | 2.0% | 770 | 55.0% | 555 | 72.0% | InqβSched |
| Google β Geo-Targeted | 420K | 9.0% | 36K | 800 | 2.2% | 540 | 67.5% | 425 | 79.0% | healthy |
| Meta β IVF Prospecting | 6.8M | 1.4% | 87K | 1,300 | 1.5% | 754 | 58.0% | 558 | 74.0% | SessionβInq |
| Meta β IVF Retargeting | 3.2M | 3.1% | 96K | 1,100 | 1.1% | 825 | 75.0% | 660 | 80.0% | healthy |
| Meta β Egg Freezing Prospecting | 5.2M | 1.4% | 70K | 800 | 1.1% | 415 | 52.0% | 295 | 71.0% | multi-stage |
| Meta β Egg Freezing Retargeting | 2.4M | 3.1% | 72K | 700 | 1.0% | 510 | 73.0% | 405 | 79.0% | healthy |
| All campaigns | 20M | 3.0% | 618K | 12,100 | 2.0% | 8,010 | 66.2% | 6,188 | 77.3% | β |
Funnel volume by campaign β drop-off visualization
End-to-end conversion rate (Impression β Attended NPV)
Where the patients are leaking
- Meta β Egg Freezing Prospecting is the weakest performer: drop-off at three consecutive stages (1.1% inquiry rate, 52% scheduling, 71% attendance). Highest priority to fix.
- Non-brand Egg Freezing (Google) loses patients at the scheduling step: 55% scheduled vs ~70% benchmark. Likely a call-center / lead-quality issue specific to egg-freezing inquiries.
- Meta IVF Prospecting under-converts at the form step: 1.5% sessionβinquiry vs 2.5% network average. Landing-page or creative-relevance issue.
- Retargeting campaigns dominate on conversion: Meta IVF and Egg Freezing retargeting both hit ~80% attended-NPV rates. Strong case for increasing retargeting budget allocation.
- Branded Google remains the gold standard: 27% CTR, 5% inquiry rate, 80% attended rate β patients searching for "CCRM" already have intent.
Scheduling Conversion
Call Center Inquiries
7,840
β² 4.3%
RingCentral
Total Appointments
11,210
β² 8.1%
Lodus + SF + RC
Inquiry β Scheduled NPV
65.3%
β² 2.1 pp
Scheduled NPVs
8,190
β² 9.4%
Scheduled vs. Target
94%
Target: 8,700
Attended Conversion
Attended NPVs
6,418
β² 6.1%
Attended NPV Rate
78.4%
β² 1.3 pp
Cancellation Rate
11.2%
βΌ 0.6 pp
No-Show Rate
10.4%
β² 0.4 pp
Full-Funnel Conversion
51.2%
β² 1.8 pp
Inquiry β Attended
Inquiry β Scheduled β Attended (trend)
Conversion Rate by Channel
Clinic Scorecard β Scheduling & Attendance
| Clinic | Inquiries | Sched NPV | Attended NPV | Sched Rate | Attended Rate | No-Show | vs Target |
|---|---|---|---|---|---|---|---|
| Colorado | 2,140 | 1,485 | 1,182 | 69.4% | 79.6% | 9.8% | 98% |
| Northern Virginia | 1,890 | 1,234 | 974 | 65.3% | 78.9% | 10.1% | 96% |
| Houston | 2,510 | 1,672 | 1,348 | 66.6% | 80.6% | 9.4% | 101% |
| Boston | 1,560 | 1,062 | 865 | 68.1% | 81.4% | 8.7% | 97% |
| Atlanta | 1,940 | 1,184 | 874 | 61.0% | 73.8% | 12.8% | 87% |
| Minneapolis | 1,500 | 1,553 | 1,175 | 75.6% | 75.7% | 11.6% | 92% |
Lifetime Value
Avg LTV β Digital
$12,400
β² 3.2%
1.4 cycles avg
Avg LTV β Physician
$18,650
β² 4.8%
1.9 cycles avg
Avg LTV β Patient Ref.
$14,820
β² 2.1%
1.6 cycles avg
Avg Time to Convert
42 days
βΌ 3 days
Inquiry β attended NPV
Return on Investment
Revenue β Digital
$33.6M
β² 11.2%
Revenue β Physician
$38.4M
β² 8.9%
Digital ROI
11.8x
β² 0.6x
Physician ROI
28.2x
β² 1.4x
CAC β Digital
$442
βΌ $24 vs prior
CAC β Physician
$152
βΌ $9 vs prior
LTV : CAC β Digital
28:1
Healthy
LTV : CAC β Physician
123:1
Healthy
Revenue Attribution by Channel
LTV vs CAC by Channel
Payor Mix
Service Mix by Acquisition Channel
Traffic Overview
Total Sessions
1.84M
β² 14.2%
Unique Visitors
1.21M
β² 13.1%
New : Returning
68 : 32
stable
Engagement Rate
54.2%
β² 2.4 pp
Avg Session Duration
2:14
β² 0:18
Sessions by Traffic Channel
Sessions Trend β Mobile vs Desktop
Conversion Actions
Schedule Page Sessions
96,420
β² 8.2%
"Request a Call" Clicks
14,210
β² 11.4%
Phone Number Clicks
28,540
β² 6.7%
Website β Lodus Handoff
14.6%
β² 0.8 pp
Top Landing Pages by Sessions
| Landing Page | Sessions | Engagement | CTA Click % |
|---|---|---|---|
| / (home) | 312,540 | 48.2% | 4.8% |
| /treatments/ivf/ | 184,210 | 62.1% | 9.2% |
| /locations/colorado/ | 98,640 | 58.4% | 11.4% |
| /treatments/egg-freezing/ | 86,210 | 64.7% | 8.6% |
| /treatments/iui/ | 54,820 | 55.3% | 6.4% |
| /locations/houston/ | 52,140 | 57.1% | 10.8% |
| /about/our-team/ | 48,720 | 51.8% | 3.2% |
| /blog/ | 42,640 | 42.6% | 1.8% |
Service Page Engagement by Treatment
Physician Form Submissions
Patient Portal & Pay-My-Bill Clicks
Top Site Search Queries
| egg freezing cost | 2,140 |
| ivf success rates | 1,820 |
| insurance coverage | 1,540 |
| locations near me | 1,210 |
| fertility consultation | 980 |
| donor egg | 820 |
Paid Media β Combined
Total Paid Media Spend
$2.84M
β² 6.4% YoY
Spend Pacing vs Budget
96.2%
On track
Total Clicks
3.09M
β² 8.4%
Blended CPL
$226
βΌ $18
Paid β Lodus Booking
3.8%
β² 0.4 pp
Spend by Platform & Month
Performance by Platform
| Platform | Spend | Clicks | CTR | CPC | CPL | Conv % |
|---|---|---|---|---|---|---|
| Meta | $1.18M | 1.42M | 1.84% | $0.83 | $254 | 3.2% |
| Google Search | $1.66M | 1.67M | 8.42% | $0.99 | $208 | 4.4% |
| Combined | $2.84M | 3.09M | 3.18% | $0.92 | $226 | 3.8% |
Meta
Meta Spend
$1.18M
β² 7.1%
Meta Impressions
78M
β² 11.2%
Meta CTR
1.84%
β² 0.18 pp
Meta CPM
$15.20
β² $0.80
Meta β Spend by Campaign
Meta β Prospecting vs Retargeting
Google
Google Spend
$1.66M
β² 5.8%
Google Impressions
64M
β² 6.4%
Google CTR
8.42%
β² 0.42 pp
Google CPC
$0.99
β² $0.06
Google β Branded vs Non-Branded
Google β Device Performance Split
Top Converting Google Search Queries (sample)
| Search Query | Type | Impressions | Clicks | CTR | CPC | Conv |
|---|---|---|---|---|---|---|
| ccrm fertility | Branded | 142,000 | 38,400 | 27.0% | $0.62 | 1,840 |
| ivf clinic near me | Non-Brand | 88,200 | 9,420 | 10.7% | $3.20 | 412 |
| egg freezing colorado | Non-Brand | 54,800 | 7,640 | 13.9% | $2.84 | 318 |
| fertility doctor houston | Non-Brand | 42,140 | 5,820 | 13.8% | $2.94 | 241 |
| ccrm reviews | Branded | 38,400 | 12,820 | 33.4% | $0.58 | 488 |
| donor egg program | Non-Brand | 28,140 | 3,420 | 12.2% | $3.42 | 142 |
π₯ Illustrative data β fabricated figures for review purposes. Period: 4-month rolling window.
Network Headline Β· 4-month window
Total Network Revenue
$54.2M
19 clinics
Digital Attribution
27.0%
$14.6M digital revenue
Physician Attribution
14.0%
$7.6M physician revenue
Digital ROI (blended)
14.3x
CAC: $370 Β· Spend: $1.02M
Physician ROI (blended)
5.4x
CAC: $890 Β· Spend: $1.18M
Attribution & ROI by Clinic
Β· Period: Nov 2025 β Feb 2026
| Site | Total Rev | Attribution (%) | Spend ($) | Revenue ($) | ROI | CAC ($) | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Digital | Physician | Patient | Insur. | Other | Digital | Physician | Digital | Physician | Digital | Physician | Digital | Physician | ||
| NTWK TOTAL | $54.2M | 27.0% | 14.0% | 8.5% | 4.7% | 45.8% | $1,020K | $1,180K | $14.6M | $7.59M | 14.3x | 5.4x | $370 | $890 |
| Arizona | β | 18% | 1% | 3% | 3% | 75% | $58K | $112K | β | β | β | β | $410 | $11,200 |
| Austin | $0.92M | 38% | 12% | 7% | 4% | 39% | $51K | $96K | $350K | $110K | 5.9x | 0.1x | $445 | $2,520 |
| Boston | $0.58M | 26% | 14% | 9% | 6% | 45% | $82K | $108K | $151K | $81K | 0.8x | β0.25x | $364 | $1,180 |
| Chicago | $0.74M | 32% | 22% | 11% | 4% | 31% | $36K | $98K | $237K | $163K | 5.6x | 0.7x | $324 | $1,640 |
| Colorado | $18.7M | 22% | 16% | 8% | 1% | 53% | $108K | $156K | $4.11M | $2.99M | 37.1x | 18.2x | $258 | $580 |
| Dallas | $1.45M | 35% | 17% | 7% | 5% | 36% | $44K | β | $508K | $247K | 10.5x | β | $452 | β |
| Delaware | β | 20% | 22% | 10% | 4% | 44% | $68K | β | β | β | β | β | $480 | β |
| Greenville | $0.07M | 26% | 9% | 8% | 5% | 52% | $19K | $94K | $18K | $6K | β0.05x | β0.94x | $530 | $13,400 |
| Houston | $7.4M | 28% | 26% | 8% | 4% | 34% | $98K | $128K | $2.07M | $1.92M | 21.1x | 14.0x | $284 | $498 |
| Miami | $1.65M | 30% | 6% | 5% | 4% | 55% | $48K | $94K | $495K | $99K | 10.3x | 0.05x | $342 | $4,180 |
| Minneapolis | β | β | β | β | β | β | β | β | β | β | β | β | β | β |
| Naperville | β | β | β | β | β | β | β | β | β | β | β | β | β | β |
| New Jersey | β | β | β | β | β | β | β | β | β | β | β | β | β | β |
| New York | $3.4M | 26% | 4% | 15% | 4% | 51% | $92K | β | $884K | $136K | 8.6x | β | $526 | β |
| Northern VA | $7.8M | 32% | 16% | 8% | 3% | 41% | $76K | $108K | $2.50M | $1.25M | 32.9x | 10.6x | $192 | $478 |
| Orange County | $4.1M | 40% | 14% | 11% | 12% | 23% | $42K | $98K | $1.64M | $574K | 39.0x | 4.9x | $264 | $1,420 |
| San Francisco | $3.2M | 44% | 6% | 9% | 6% | 35% | $68K | $112K | $1.41M | $192K | 19.7x | 0.7x | $312 | $3,640 |
| Seattle | β | β | β | β | β | β | β | β | β | β | β | β | β | β |
| Virginia Beach | $0.45M | 19% | 1% | 6% | 0% | 74% | $24K | $52K | $86K | $5K | 2.6x | β0.91x | $548 | $26,200 |
Digital ROI by Clinic β ranked
Physician ROI by Clinic β ranked
Total Revenue by Clinic
Key takeaways
- Colorado is the network engine: $18.7M revenue (~35% of network) at 37.1x digital ROI / 18.2x physician ROI β best-in-class on both.
- Hubs performing well: Houston, Northern VA, and Orange County all return >21x digital ROI and >4.9x physician ROI.
- Physician ROI lags digital network-wide: 5.4x physician vs 14.3x digital β physician spend ($1.18M) is similar to digital ($1.02M), yet returns less. Raises the question of whether to shift spend toward digital.
- Underwater markets: Boston, Greenville, and Virginia Beach all have negative physician ROI (spend > attributed revenue). Likely either spend tracking issues or genuine underperformance β needs investigation.
- Missing data flag: Delaware, Minneapolis, Naperville, New Jersey, Seattle have incomplete attribution rows β data-availability item to resolve.
- "Other" bucket is large: ~46% network-average β unattributed revenue. Reducing this would tighten every downstream metric.
π Compares marketing performance across acquisition channels (Digital, Physician Referral, Patient Referral, Other) β lead volume, funnel conversion rates, efficiency (CAC, margin, ROI), and how current spend stacks up against budget and the spend needed to hit NPV targets.
Marketing Efficiency Across Channels
Channel performance vs. target Β· last month (Apr 2026)
Β· Inline β²βΌ = month-over-month Β· "vs Target" column = gap to monthly target
| Channel | Leads / Inquiries | Inquiry β Scheduled NPV | Scheduled β Attended NPV | Efficiency | Benchmark | |||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current | vs Target | Current | vs Target | Current | vs Target | CAC | Margin | ROI | Spend | Budget | To hit NPV target | |
| Digital | 1,180 β² 3% | β² +4% | 58.2% βΌ 0.4pp | βΌ β1.8 pp | 75.4% β² 0.3pp | β² +0.9 pp | $442 βΌ 2% | 62% β² 1pp | 11.8x β² 0.4x | $236K β² 3% | $245K | $268K |
| Physician referral | 820 β² 5% | β² +7% | 82.1% β² 1.2pp | β² +2.3 pp | 84.2% β² 0.6pp | β² +1.1 pp | $152 βΌ 4% | 68% β² 0.5pp | 28.2x β² 1.2x | $118K β² 1% | $120K | $125K |
| Patient referral | 340 β² 2% | β² +3% | 74.0% β² 0.3pp | β² +0.6 pp | 81.4% β² 0.2pp | β² +0.4 pp | $84 βΌ 3% | 65% β flat | 42.1x β² 0.8x | $24K β flat | $24K | $26K |
| Other (insurance + unattr.) | 210 βΌ 4% | βΌ β2% | 68.0% βΌ 0.8pp | βΌ β1.4 pp | 77.9% β² 0.1pp | β² +0.2 pp | $98 β² 2% | 60% βΌ 0.5pp | 34.6x β flat | $14K β flat | $14K | $16K |
| Total / Blended | 2,550 β² 3% | β² +5% | 67.4% β² 0.2pp | β² +0.4 pp | 79.1% β² 0.5pp | β² +0.8 pp | $246 βΌ 2% | 64% β² 0.5pp | 19.0x β² 0.6x | $392K β² 2% | $403K | $435K |
Spend Waterfall β what's needed to hit NPV target
Current spend β gap to budget β gap to NPV-target spend
Key takeaways
- Physician referral is the highest-ROI channel (28.2x) and on-budget β consider increasing budget allocation.
- Digital inquiry-to-scheduled rate slipped 1.8 pp vs target β investigate call center handoff.
- $43K additional spend needed across channels to hit the monthly NPV target of 7,200.
- "Other" lead volume down 2%, mostly insurance referrals β flag for benefits team.
π Shows what kind of patient each acquisition channel produces β service mix (IVF / IUI / Egg Freezing / Genetic / Donor), payor mix (commercial vs. self-pay vs. Progyny/Carrot), average LTV, and time from first inquiry to attended NPV.
Marketing Outcomes Across Channels
Channel outcomes Β· last month
Β· Inline β²βΌ = month-over-month
| Channel | Service mix | Payor mix | LTV | Time to convert | |||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| IVF | IUI | Egg Frz | Genetic | Donor | Self-pay | Commercial | Progyny/Carrot | Avg LTV | vs Prior | Days | |
| Digital | 48% | 18% | 22% | 6% | 6% | 42% | 38% | 20% | $12,400 | β² +3.2% | 38 βΌ 2 |
| Physician referral | 62% | 14% | 8% | 10% | 6% | 28% | 54% | 18% | $18,650 | β² +4.8% | 48 β flat |
| Patient referral | 55% | 17% | 15% | 7% | 6% | 36% | 48% | 16% | $14,820 | β² +2.1% | 41 βΌ 1 |
| Other | 58% | 15% | 8% | 10% | 9% | 30% | 52% | 18% | $11,200 | β flat | 46 β² 1 |
| Blended | 54% | 16% | 15% | 8% | 7% | 35% | 46% | 19% | $14,820 | β² +3.5% | 42 βΌ 1 |
LTV by channel
Time to convert (days)
Key takeaways
- Physician referrals over-index on IVF (62%) and have the highest LTV β protect this channel.
- Digital over-indexes on egg freezing (22%) and self-pay (42%) β younger demographic.
- Time to convert is fastest via digital (38 days) β useful for short-horizon NPV pulls.
- Progyny / Carrot share is consistent ~18-20% across channels β Progyny growth could lift LTV.
π Breaks down inquiry volume and efficiency by source system β Lodus (digital bookings), PSC (call center), and Web form β to identify where drop-off happens in the handoff between marketing and operations.
Source Mix and Efficiency
Inquiry source performance Β· last month
Β· Inline β²βΌ = month-over-month Β· "vs Target" column = gap to monthly target
| Source | Leads / Inquiries | Inquiry β Scheduled NPV | Scheduled β Attended NPV | Efficiency | |||||
|---|---|---|---|---|---|---|---|---|---|
| Current | vs Target | Current | vs Target | Current | vs Target | CAC | Margin | ROI | |
| Lodus (digital booking) | 1,420 β² 4% | β² +6% | 62.8% βΌ 1.2pp | βΌ β2.4 pp | 76.1% β² 0.4pp | β² +0.6 pp | $418 βΌ 2% | 62% β² 0.3pp | 12.4x β² 0.5x |
| PSC (call center) | 780 β² 3% | β² +4% | 71.4% β² 0.9pp | β² +1.8 pp | 81.2% β² 0.8pp | β² +1.4 pp | $184 βΌ 3% | 64% β² 0.4pp | 22.6x β² 0.9x |
| Web form | 350 β² 6% | β² +9% | 54.2% βΌ 0.6pp | βΌ β1.1 pp | 73.8% βΌ 0.2pp | βΌ β0.4 pp | $262 β² 3% | 61% β flat | 14.8x β² 0.3x |
| Total | 2,550 β² 3% | β² +5% | 65.3% βΌ 0.5pp | βΌ β1.0 pp | 78.4% β² 0.5pp | β² +0.8 pp | $246 βΌ 2% | 64% β² 0.5pp | 19.0x β² 0.6x |
Source share β last 12 months
Key takeaways
- Lodus drop-off flagged: inquiry-to-scheduled rate down 2.4 pp β investigate booking-link friction.
- PSC outperforms across the funnel (71% scheduled, 22.6x ROI) β call center quality is the lever.
- Web form volume up 9% but lowest scheduled rate (54%) β lead-quality vs. follow-up speed?
- Open question (slide 6): break out scheduled β attended by no-show vs. cancellation.
π Drills into the digital channel β Meta vs. Google paid media across the full funnel, showing spend, conversion rates, ROI, and the additional spend each platform would need to hit its share of the digital NPV target.
Digital Channel Deep Dive β Meta and Google
Paid platform performance Β· last month
Β· Inline β²βΌ = month-over-month Β· "vs Target" column = gap to monthly target
| Platform | Leads / Inquiries | Inquiry β Scheduled NPV | Scheduled β Attended NPV | Efficiency | Benchmark | |||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current | vs Target | Current | vs Target | Current | vs Target | CAC | Margin | ROI | Spend | Budget | To hit NPV target | |
| Meta | 510 β² 4% | β² +6% | 54.8% βΌ 0.8pp | βΌ β2.1 pp | 74.2% β² 0.2pp | β² +0.5 pp | $486 βΌ 1% | 60% β² 0.3pp | 10.4x β² 0.3x | $98K β² 4% | $102K | $112K |
| Google Search | 670 β² 2% | β² +3% | 60.6% βΌ 0.6pp | βΌ β1.4 pp | 76.4% β² 0.5pp | β² +1.2 pp | $412 βΌ 3% | 64% β² 0.4pp | 13.0x β² 0.5x | $138K β² 2% | $143K | $156K |
| Digital total | 1,180 β² 3% | β² +4% | 58.2% βΌ 0.4pp | βΌ β1.8 pp | 75.4% β² 0.3pp | β² +0.9 pp | $442 βΌ 2% | 62% β² 1pp | 11.8x β² 0.4x | $236K β² 3% | $245K | $268K |
Spend efficiency β Meta vs Google
Key takeaways
- Google Search is more efficient (CAC $412 vs $486, ROI 13.0x vs 10.4x) β concentrated on bottom-funnel intent.
- Both platforms slipped vs. inquiryβscheduled targets β call center capacity may be the bottleneck.
- $32K combined additional spend needed to hit digital NPV target.
- Working-backwards waterfall (slide 7): NPV target β required attended NPVs β required leads β required clicks β required spend.
π Compares lifetime value, CAC, and ROI across acquisition channels to evaluate whether marketing investment is proportional to the long-term value each channel generates.
Lifetime Value (LTV) by Channel
Key question: Which channels generate the highest LTV customers, and are we investing proportionally?
Key takeaways
- Physician referral generates 50% higher LTV than digital β driven by IVF service-mix and commercial payor mix.
- Patient referral has the best LTV:CAC (176:1) β these patients self-select for higher commitment.
- Digital ROI (11.8x) is healthy but the lowest β investment is still proportional given volume.
- Investment imbalance: digital takes 60% of spend but produces 40% of revenue β physician referral is under-invested.
Channel summary
Β· Inline β²βΌ = month-over-month
| Channel | Avg LTV | CAC | LTV : CAC | ROI | Share of spend | Share of revenue |
|---|---|---|---|---|---|---|
| Digital | $12,400 β² 1.2% | $442 βΌ 2% | 28 : 1 | 11.8x β² 0.4x | 60% | 40% |
| Physician referral | $18,650 β² 1.8% | $152 βΌ 4% | 123 : 1 | 28.2x β² 1.2x | 29% | 46% |
| Patient referral | $14,820 β² 0.6% | $84 βΌ 3% | 176 : 1 | 42.1x β² 0.8x | 6% | 10% |
| Other | $11,200 β flat | $98 β² 2% | 114 : 1 | 34.6x β flat | 5% | 4% |
| Blended | $14,820 β² 1.3% | $246 βΌ 2% | 60 : 1 | 19.0x β² 0.6x | 100% | 100% |