Share of Wallet Calculator

This calculator has been developed to help you gauge the opportunity for increased revenue by building your share of wallet – in other words, earning more revenue from your existing customers.

Since most organizations already have the people and product in place to increase share of wallet, the key metric is your organization’s ability to generate referrals and sales appointments from your existing resources – your branches and your website.

Each field below is filled with an industry assumption but can easily be changed to better reflect your own organization.

Revenue Opportunity Calculator
Sales Appointment Value Analysis
% of sales appointments are qualified
% of qualified sales appointments buy a product
$

is the average Net Present Value of the product purchased *

* This assumption varies widely by product and organization – Some examples Commercial DDA $3000 / Premier Retail Checking $2300 / Retail Savings $900 / Consumer loan $3200 / Investments $2,000 / Trust $15,000
$ Value of Sales Appointment
Sales Appointment Generation Analysis – Branch
Average number of employees in each branch with potential to make referral and sales appointment
Number of branches
Number of additional sales appointments made by each employee with potential to do so each month
Your share of wallet revenue opportunity from branches per year is:
Sales Appointment Generation Analysis – Website
Unique monthly web visitors to your web site
% of web visitors visit content
% of content visitors who identify themselves for follow up call from download or contact request form
% of contacts the result in sales appointments
Appointments per month
Your share of wallet revenue opportunity from website per year is:

Summary of Opportunity

Your share of wallet revenue opportunity from branches per year is:
Your share of wallet revenue opportunity from your website per year is:

Making it Happen

Truebridge Marketing System can help your organization achieve it share of wallet goals.

This all in one system enables you to provide your visitors with educational information as a value added service and delivers it in a way that generates referrals and sales appointments for all of your products from both your branches and website.

Your website becomes a resource for answers and leads visitors to the person that can help

Your branch employees have a valued added service orientated role that makes it much easier to start dialogues and turn those dialogues into referrals and sales appointments – every day – as an extension to their comfortable service orientated role.

Next Steps