Guides
Measuring ROI
A simple way to tell whether CatchIntent is paying for itself.
CatchIntent is worth it when the pipeline it creates is worth more than what you pay and the time you spend. You do not need a complex model to know that. Track a few numbers for a month.
What to track
| Metric | How to get it |
|---|---|
| Workable accounts / month | The number on Home. Quality output of the system. |
| Accounts worked | How many Accounts hit Working state. |
| Reply rate | Replies divided by Leads messaged. |
| Meetings booked | Meetings from CatchIntent-sourced outreach. |
| Pipeline created | Deal value of opportunities from those meetings. |
| Deals closed | Revenue from those deals. |
The first column to watch is accounts worked. If the book grows but nobody claims an Account, the problem is process, not the product, and nothing below will move.
A simple monthly view
- At the start of the month, note your plan cost.
- Run the Daily Account Review routine so state changes are real.
- At month end, tally meetings and pipeline from CatchIntent-sourced outreach.
- Compare pipeline created to plan cost. One closed deal usually covers a year of Growth or Scale.
What good looks like early
In the first month, judge the system on workable accounts produced + reply rate, not closed revenue. Sales cycles are longer than a month. If the top of the book is a genuine fit and replies are coming in, the rest follows. If reply rates are low, fix the opener and your speed before touching the Audience.
If the numbers are weak
| Symptom | Likely cause | Fix |
|---|---|---|
| Workable accounts landing, few worked | No owner acting on the book | Assign one person per Product. See Team Workflows. |
| Worked, low reply rate | Generic openers or slow follow-up | Personalize, send same day. See Outreach. |
| Replies but wrong people | Path too loose | Tighten Path roles to budget-owners. See Path. |
| Right people, wrong companies | Fit too broad or exclusions missing | Tighten Fit. See Fit. |
| Strong replies, no meetings | The offer copy isn't landing | Sharpen Self.offerSummary; the opener will follow. |