Increase Your ROMI

What you will walk away with today

Greater clarity around your return on marketing investment (ROMI)

A stronger strategic partnership message

Messaging for your ideal client

A personalized ROMI report (PDF)

Step 1 of 6: Your Profile

Tell us about you and your company

Please allow about 15 minutes to complete all of the questions. Your answers power a personalized report designed around your company's growth.

First Name

Last Name

Email Address

Phone (optional)

Title / Role

Company Name

Industry

Annual Revenue (approx)

Years in Business

Who is here today? Please select the answer that best describes your role.

Step 2 of 6: ROMI Marketing Investment

Your Quarterly (QTR) Marketing Investment

Enter all marketing costs below. Section A tracks channel spend and revenue. Section B captures overhead. Section C measures your Center of Influence (COI). Together they reveal your true Return on Marketing Investment (ROMI).

How the sections work together A. Digital Marketing Channels: Paid and trackable channels with spend, revenue, and ROMI.
B. Overhead and Activity: Associations, memberships, speaking spots, and business development costs rolled into true ROMI.
C. Center of Influence (COI): Your referral partners tracked by spend and revenue.

A Digital Marketing Channels: QTR Spend and Revenue ROMI

Channel NameQTR Spend ($)QTR Revenue ($)Quarterly ROMI

Channel Totals

$0

--

B Overhead and Activity: Quarterly

Associations and Memberships

Association / MembershipQTR Spend ($)QTR Revenue ($)QTR ROMI

Association Totals

$0

--

Business Development: Revenue and QTR ROMI by Person

Name / RoleYearly Salary ($)QTR Revenue ($)QTR ROMI

Business Development Totals

$0

--

Yearly salary is automatically converted to quarterly (divided by 4) for ROMI calculation.

C Center of Influence (COI): Referral Partners

COI / Partner NameQTR Spend ($)*QTR Revenue ($)QTR ROMI

*e.g. gifts, lunches, and your hourly rate

COI Totals

$0

--

Quarterly Performance Summary (QTR Totals)

Updates automatically as you enter data above. Spend, QTR Revenue, and ROMI are shown for each section.

Your ROMI Growth Strategy

Before you move on, take a moment with these three questions.

Are you spending more on ads than the revenue they are generating?

Are your COI and referral partner investments converting into new business?

Do you know exactly which clients and partners would move the needle most next quarter?

If the answer to any of those is "not sure," your ROMI report is just the beginning. Continue below to build your Ideal Client Profile (ICP) and Ideal Strategic Partner (ISP), and we will generate ready-to-use outreach messages tailored to your company.

Step 3 of 6: Your Company's Influence

Your Company's Influence

Your answers here shape how your company's results speak directly to the people you are here to serve.

Question 1: Authority: What makes your company the go-to expert in your field?

Think about the track record, results, and unique perspective that set your company apart. What do your best clients say only your company can deliver?

Question 2: Credentials: What certifications, accreditations, or professional training does your company or leadership team hold?

Include company-level accreditations and individual credentials your leadership team holds.

Question 3: Media and Publications: Has your company or an executive leader authored a book, been featured in media, or spoken on stages in your industry?

Question 4: Client Results: What is one measurable result a client achieved working with your company?

Specific outcomes carry more weight than general descriptions.

Question 5: Testimonials: Share one or two testimonials from clients or strategic partners whose results reflect the caliber of work your company delivers.

+ Add a second testimonial (optional)

Work With Us

If you would like customization with one of our marketing experts, click here to book a strategy session.

Book a Strategy Session

Continue with the Full Program

Click below to build your Ideal Client Persona (ICP) and Ideal Strategic Partner Persona (ISP) with ready-to-use outreach messages tailored to your company.

Step 4 of 6: Ideal Client Profile (ICP)

Who is your Ideal Client Persona (ICP)?

Answer these 5 questions. We will generate your Ideal Client Persona (ICP) and Value Proposition for you.

1. Who is your favorite client to work with and why?

2. What challenges do they admit that your company can support them with?

3a. How do they feel now?

3b. How do they want to feel after they are working with you?

4. What outcomes or promises can you make and keep for them?

5. What is the typical initial investment that your ideal client company is comfortable with ($amount)?

Your Value Proposition

If you already have a value proposition, paste it below.

Your current value proposition (optional)

Who is Your Top Ideal Client Persona (Summary)

If you already have an ICP summary, paste it below.

Your current ICP summary (optional)

Step 5 of 6: Ideal Strategic Partner (ISP)

Who is your Ideal Strategic Partner (ISP)?

Ideal Strategic Partners (ISP) are one of the most powerful and cost-efficient ways we grow together. Let's get clear on exactly who yours is and how to open the door.

1. What types of professionals does your ideal client work with before or after you? Or what services or expertise complement yours but don't compete with you?

2. What shared client challenges could a strategic partner help your company solve more completely?

3. What is in it for your ideal strategic partners to work with you?

4. What values must a strategic partner company share to ensure strong collaboration?

5. How does your company prefer to share referrals or co-create value?

Who is Your Top Ideal Strategic Partners (Summary)

If you already have a strategic partner summary, paste it below.

Your current ISP summary (optional)

Step 6 of 6: Your Complete Report

Your Complete ROMI and Growth Report

Everything in one place. Generate a fresh, unified narrative that brings your financial data, ideal client profile, and strategic partnership strategy together into one actionable report.

You have done the work. Now let's bring it all together.

This report synthesizes your ROMI data, Ideal Client Persona (ICP), Ideal Strategic Partner (ISP), and outreach messages into one cohesive growth strategy you can share, present, and act on.

Reducing Unnecessary Marketing Costs Through Strategic Partnerships and Influence

The Metaspire Marketing Intelligence Tool^©

Increase Your ROMI

Reducing Unnecessary Marketing Costs Through Strategic Partnerships and Influence

The Metaspire Marketing Intelligence Tool©

The Metaspire Marketing Intelligence Tool^©