The average financial services SDR costs $23,500 per qualified meeting in their first 6 months. Most firms underestimate this by 40%+. Calculate your real numbers—and see what's possible.
You've felt it, even if you haven't calculated it: the traditional SDR model doesn't work like it used to. Your AEs spend 70% of their time prospecting instead of selling. Your SDRs take 5+ months to hire and ramp. Your cost-per-meeting keeps climbing while response rates keep dropping.
The math simply doesn't add up anymore.
Our Pipeline ROI Calculator reveals the numbers your spreadsheets are hiding.
Most firms forget hiring costs, ramp time, management overhead, and tool expenses. Our calculator factors in everything—including the 90-day period where new SDRs produce almost nothing.
When your $200K AE spends 20 hours a week prospecting, that's not free. It's $150,000+ in annual selling capacity locked up in the wrong activities.
See what happens when you apply a human-AI hybrid model to your specific numbers. Based on 50+ financial services implementations.
Hire more SDRs? Push AEs harder? Implement AI? Compare all three options with your actual numbers—not hypotheticals.
"I thought we were at $8,000 per meeting. The calculator showed us we were actually at $19,000 when you factor in ramp time and turnover. That was the wake-up call we needed."
"We used the ROI analysis to build the business case for our board. Having real numbers—not vendor promises—made all the difference."
"The AE opportunity cost calculation alone was worth it. We had no idea we were burning $400K+ per year on prospecting time."
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The calculator uses industry-verified benchmarks and formulas based on data from 500+ financial services firms. Your results will be as accurate as the inputs you provide—we recommend using actual numbers rather than estimates where possible.
The calculator is designed specifically for financial services firms—wealth management, banking, insurance, and related sectors. If you sell to businesses or high-net-worth individuals with complex, relationship-based sales cycles, this will be relevant.
You'll immediately receive a PDF with your personalized ROI analysis. You'll also get an invitation to schedule a free strategy call to discuss your results—but there's no obligation and no pressure.
Absolutely. We use enterprise-grade encryption and never share your data with third parties. We're built for financial services and understand compliance requirements.