Behind the numbers.

Gartner

Published 25 June 2026; checked 12 October 2026.

Data period: not separately specified; check the population notes.

• Total marketing share: 6% to 10% · percent of revenue · Planning assumption

  Peptide and hormone clinics: population and denominator

Editable planning band around broad marketing surveys; no representative specialty-clinic survey. Total marketing includes staff, agency, production and media.

Duke Fuqua / Deloitte / American Marketing Association

Published 2025; exact release date not stated in PDF; checked 12 October 2026.

Data period: not separately specified; check the population notes.

• Total marketing share: 6% to 10% · percent of revenue · Planning assumption

  Peptide and hormone clinics: population and denominator

Editable planning band around broad marketing surveys; no representative specialty-clinic survey. Total marketing includes staff, agency, production and media.

Hone Health

Published 29 September 2026 (updated); checked 12 October 2026.

Data period: not separately specified; check the population notes.

• Monthly retained revenue: $15,000.00 to $75,000.00 · USD per month · Planning assumption

  Peptide and hormone clinics: population and denominator

• First customer payment: $180.00 to $220.00 · USD initial service engagement · Published proxy

  Peptide and hormone clinics: population and denominator

• Payments per year: 12 · billing periods per active year · Planning assumption

  Peptide and hormone clinics: population and denominator

• Relationship horizon: 0.5 to 1 · years · Planning assumption

  Peptide and hormone clinics: population and denominator

• Repeat payment: $135.00 to $155.00 · USD per repeat service month · Published proxy

  Peptide and hormone clinics: population and denominator

Scenario: 100-500 active patients at an assumed $150 monthly retained service fee. Patient counts and fee mix are assumptions, not a typical-size survey. Exclude pharmacy sales not retained by clinic.

WebFX

Publication date unknown; checked 12 October 2026.

Data period: not separately specified; check the population notes.

• SEO supplier fees: $1,500.00 to $5,000.00 · USD per month · Published input; context only, no numeric calculation input

  Peptide and hormone clinics: population and denominator

Published general-healthcare supplier estimate; not specialty invoices. Excludes media and podcast production.

US Food and Drug Administration

Publication date unknown live list; checked 12 October 2026.

Data period: not separately specified; check the population notes.

Context only; no numeric input.

Review each peptide's current FDA status; withdrawn nominations are not approval. Peptide additions require molecule-specific review, including current certification restrictions.

Federal Trade Commission

Published 20 December 2022; checked 12 October 2026.

Data period: not separately specified; check the population notes.

Context only; no numeric input.

Substantiate clinical claims in every promotional format, including podcasts. Red flags include unclear care level, incentivized referrals and unsupported recovery guarantees.

Google Ads

Publication date unknown live policy; checked 12 October 2026.

Data period: not separately specified; check the population notes.

Context only; no numeric input.

Prescription telemedicine needs category-specific Google/LegitScript checks; Meta access was blocked. Check prescription-service Google/LegitScript eligibility; Meta text was blocked. Google restricts speculative/cell promotions, with approved-product and educational exceptions. Covered addiction ads require Google/LegitScript certification; Meta text was blocked. Ordinary psychotherapy is not automatically covered by addiction-ad certification. Prescription longevity ads need Google/LegitScript scope checks; Meta text was blocked.

Google Ads

Publication date unknown live policy; checked 12 October 2026.

Data period: not separately specified; check the population notes.

Context only; no numeric input.

Sensitive health targeting needs Google audience-policy review.

Meta Transparency Center

Publication date unknown; current text not retrieved; checked 12 October 2026.

Data period: not separately specified; check the population notes.

Context only; no numeric input.

Prescription telemedicine needs category-specific Google/LegitScript checks; Meta access was blocked. Check prescription-service Google/LegitScript eligibility; Meta text was blocked. Current Meta healthcare creative policy could not be retrieved; certification alone is not approval. Prescription longevity ads need Google/LegitScript scope checks; Meta text was blocked.

LegitScript

Publication date unknown live program page; checked 12 October 2026.

Data period: not separately specified; check the population notes.

Context only; no numeric input.

Prescription telemedicine needs category-specific Google/LegitScript checks; Meta access was blocked. Check prescription-service Google/LegitScript eligibility; Meta text was blocked. Current Meta healthcare creative policy could not be retrieved; certification alone is not approval. Prescription longevity ads need Google/LegitScript scope checks; Meta text was blocked.

LegitScript

Published 22 September 2026; checked 12 October 2026.

Data period: not separately specified; check the population notes.

Context only; no numeric input.

LegitScript says advisory peptide votes do not authorize promotion or compounding. Peptide additions require molecule-specific review, including current certification restrictions.

Texas Medical Board

Published February 2025; checked 12 October 2026.

Data period: not separately specified; check the population notes.

Context only; no numeric input.

State-specific example: Texas delegated-care advertising identifies the supervising physician. Texas delegated-care rules include IV hydration and supervising-physician advertising identification.

Medical Board of California

Publication date unknown live page; references January 2007 newsletter; checked 12 October 2026.

Data period: not separately specified; check the population notes.

Context only; no numeric input.

Red flags include hidden clinicians, paper-only supervision and unsupported results. State-specific example: California board guidance expects real supervision and disclosed risks. California board guidance flags unrealistic promises, hidden supervision and missing complication support.

Centers for Medicare & Medicaid Services

Publication date unknown live guidance; checked 12 October 2026.

Data period: not separately specified; check the population notes.

Context only; no numeric input.

Check self-pay estimate duties and clearly explain excluded charges.

LegitScript

Published 15 September 2026 (version); checked 12 October 2026.

Data period: not separately specified; check the population notes.

Context only; no numeric input.

Prescription telemedicine needs category-specific Google/LegitScript checks; Meta access was blocked. State-specific care, licensing and jurisdiction checks apply to telemedicine and partners.

Ro

Publication date unknown; checked 12 October 2026.

Data period: not separately specified; check the population notes.

• Monthly retained revenue: $15,000.00 to $75,000.00 · USD per month · Planning assumption

  Medical weight loss and GLP-1 clinics: population and denominator

• First customer payment: $39.00 · USD first membership month · Published input

  Medical weight loss and GLP-1 clinics: population and denominator

• Payments per year: 12 · billing periods per active year · Planning assumption

  Medical weight loss and GLP-1 clinics: population and denominator

• Repeat payment: $149.00 · USD per repeat membership month · Published input

  Medical weight loss and GLP-1 clinics: population and denominator

Scenario: 100-500 active patients at an assumed $150 retained care fee. Counts are assumed. Exclude patient payments to pharmacies; bundled drug revenue needs its own direct-cost accounting.

JAMA Network Open / American Medical Association

Published 31 January 2025; checked 12 October 2026.

Data period: not separately specified; check the population notes.

• Relationship horizon: 0.25 to 0.75 · years · Planning assumption

  Medical weight loss and GLP-1 clinics: population and denominator

Assumed 3-9 retained paid months. Published medication discontinuation supports caution about long LTV, but does not establish this clinic-retention range.

US Food and Drug Administration

Published 1 April 2026 (latest dated entry); checked 12 October 2026.

Data period: not separately specified; check the population notes.

Context only; no numeric input.

503A/503B and copy restrictions require current review; added B12 is not automatic permission.

US Food and Drug Administration

Publication date unknown live page; includes data through 2026-05-31; checked 12 October 2026.

Data period: publication date unknown live page; includes data through 2026-05-31.

Context only; no numeric input.

FDA red flags include absent screening, clinician access or trustworthy pharmacy sourcing.

US Food and Drug Administration

Publication date unknown live guidance; checked 12 October 2026.

Data period: not separately specified; check the population notes.

Context only; no numeric input.

Compounded GLP-1 promotion must avoid equivalence, generic and misleading compounder or FDA-approval claims.

Meta Transparency Center

Publication date unknown; current text not retrieved; checked 12 October 2026.

Data period: not separately specified; check the population notes.

Context only; no numeric input.

Check prescription-service Google/LegitScript eligibility; Meta text was blocked. Current Meta healthcare creative policy could not be retrieved; certification alone is not approval. Prescription longevity ads need Google/LegitScript scope checks; Meta text was blocked.

US Food and Drug Administration

Published 3 March 2026; checked 12 October 2026.

Data period: not separately specified; check the population notes.

Context only; no numeric input.

Marketing enforcement is current: FDA issued 30 telehealth warning letters in March 2026.

Regenexx

Published June 2019 (archive path; exact document date not verified); checked 12 October 2026.

Data period: not separately specified; check the population notes.

• Monthly retained revenue: $30,000.00 to $120,000.00 · USD per month · Planning assumption

  Regenerative medicine and stem cell clinics: population and denominator

• First customer payment: $3,000.00 · USD per treatment episode · Planning assumption

  Regenerative medicine and stem cell clinics: population and denominator

Scenario: 10-40 lawful treatment episodes per month at an assumed $3,000 realized fee. No public representative revenue distribution found. Does not model or validate unapproved therapies.

US Food and Drug Administration

Published 3 June 2021; checked 12 October 2026.

Data period: not separately specified; check the population notes.

Context only; no numeric input.

FDA registration or trial listing does not establish lawful marketing; verify product-specific approval and indication. Do not reuse the 2021 statement that only cord-blood stem-cell products are approved. Red flags: broad cure claims, missing product provenance and pressure to buy unsupported treatment.

US Food and Drug Administration

Publication date unknown live product list; checked 12 October 2026.

Data period: not separately specified; check the population notes.

Context only; no numeric input.

FDA registration or trial listing does not establish lawful marketing; verify product-specific approval and indication. Do not reuse the 2021 statement that only cord-blood stem-cell products are approved.

First Page Sage

Published 8 October 2026 (updated); checked 12 October 2026.

Data period: not separately specified; check the population notes.

• Organic versus paid enquiry cost: 0.6041666667 · organic CPL divided by paid CPL · Published input; context only, no numeric calculation input

  Behavioral health and addiction treatment centers: population and denominator

Derived vendor addiction-treatment ratio: $232/$384. Not independently validated; not ordinary psychotherapy or SEO-only. Use comparison context, not guaranteed savings or an automatic CAC reduction.

Meta Transparency Center

Publication date unknown; current text not retrieved; checked 12 October 2026.

Data period: not separately specified; check the population notes.

Context only; no numeric input.

Covered addiction ads require Google/LegitScript certification; Meta text was blocked.

LegitScript

Publication date unknown live program page; checked 12 October 2026.

Data period: not separately specified; check the population notes.

Context only; no numeric input.

Covered addiction ads require Google/LegitScript certification; Meta text was blocked. Ordinary psychotherapy is not automatically covered by addiction-ad certification.

US Department of Health and Human Services

Publication date unknown live overview; final rule 2024; checked 12 October 2026.

Data period: not separately specified; check the population notes.

Context only; no numeric input.

Covered Part 2 programs need patient-record confidentiality review, including stories and attribution.

Florida Legislature

Published 2026 statutory compilation; last amendment history shown 2020; checked 12 October 2026.

Data period: not separately specified; check the population notes.

Context only; no numeric input.

Florida prohibits patient-referral kickbacks subject to exceptions; review per-admission marketing fees. Red flags include unclear care level, incentivized referrals and unsupported recovery guarantees.

Silver Hill Hospital

Published 17 March 2025 (revised); checked 12 October 2026.

Data period: not separately specified; check the population notes.

• Monthly retained revenue: $250,000.00 to $1,000,000.00 · USD per month · Planning assumption

  Behavioral health and addiction treatment centers: population and denominator

• First customer payment: $59,136.00 to $87,360.00 · USD per 28 day residential episode · Published input

  Behavioral health and addiction treatment centers: population and denominator

Residential scenario: 4-12 paid 28-day episodes monthly at a single provider's 2025 example fees, with rounded revenue endpoints. Admission volume and fee mix are assumed, not a typical-center survey. Outpatient clinics must use collected visit revenue and capacity.

The Cure IV

Publication date unknown; checked 12 October 2026.

Data period: not separately specified; check the population notes.

• Monthly retained revenue: $15,000.00 to $60,000.00 · USD per month · Planning assumption

  Longevity or IV therapy clinics: population and denominator

• First customer payment: $299.00 · USD first basic IV membership month · Published input

  Longevity or IV therapy clinics: population and denominator

• Payments per year: 12 · billing periods per active year · Planning assumption

  Longevity or IV therapy clinics: population and denominator

• Repeat payment: $299.00 · USD first basic IV membership month · Planning assumption

  Longevity or IV therapy clinics: population and denominator

IV-led scenario: 50-200 paying members at assumed $300 realized monthly revenue, rounded from one provider's $299 plan. Counts assumed. Not comprehensive longevity-program revenue; replace for annual diagnostics packages.

Federal Trade Commission

Published September 2018 (exact day not verified); checked 12 October 2026.

Data period: not separately specified; check the population notes.

Context only; no numeric input.

IV disease and longevity benefit claims need evidence; FTC has enforced against unsupported IV claims.

PELORA

Publication date unknown; checked 12 October 2026.

Data period: not separately specified; check the population notes.

Context only; no numeric input.

Background research from the source inventory. It provides context, without setting a numeric planning input.

American Med Spa Association

Published 10 June 2024; checked 12 October 2026.

Data period: not separately specified; check the population notes.

Context only; no numeric input.

Background research from the source inventory. It provides context, without setting a numeric planning input.

American Med Spa Association

Published 15 January 2025; checked 12 October 2026.

Data period: not separately specified; check the population notes.

Context only; no numeric input.

Background research from the source inventory. It provides context, without setting a numeric planning input.

Defy Medical

Publication date unknown; checked 12 October 2026.

Data period: not separately specified; check the population notes.

Context only; no numeric input.

Background research from the source inventory. It provides context, without setting a numeric planning input.

Eli Lilly and Company

Published 16 March 2026; checked 12 October 2026.

Data period: not separately specified; check the population notes.

Context only; no numeric input.

Background research from the source inventory. It provides context, without setting a numeric planning input.

Thriveworks

Publication date unknown; checked 12 October 2026.

Data period: not separately specified; check the population notes.

Context only; no numeric input.

Background research from the source inventory. It provides context, without setting a numeric planning input.

LocaliQ

Published 29 July 2025 (page updated); data 1 May 2020 to 25 June 2021; checked 12 October 2026.

Data period: 29 July 2025 (page updated); data 1 May 2020 to 25 June 2021.

Context only; no numeric input.

Background research from the source inventory. It provides context, without setting a numeric planning input.

Ahrefs

Published 15 August 2024 (updated); checked 12 October 2026.

Data period: not separately specified; check the population notes.

Context only; no numeric input.

Background research from the source inventory. It provides context, without setting a numeric planning input.

Endocrine Society

Publication date unknown live series page; checked 12 October 2026.

Data period: not separately specified; check the population notes.

Context only; no numeric input.

Background research from the source inventory. It provides context, without setting a numeric planning input.

Obesity Medicine Association

Published ongoing; episode dated 18 September 2026 visible; checked 12 October 2026.

Data period: not separately specified; check the population notes.

Context only; no numeric input.

Background research from the source inventory. It provides context, without setting a numeric planning input.

Hazelden Betty Ford Foundation

Publication date unknown live series page; some displayed episodes 2023; checked 12 October 2026.

Data period: not separately specified; check the population notes.

Context only; no numeric input.

Background research from the source inventory. It provides context, without setting a numeric planning input.

Hazelden Betty Ford Foundation

Published 2023 reporting year; publication date not stated; checked 12 October 2026.

Data period: 2023 reporting year; publication date not stated.

Context only; no numeric input.

Background research from the source inventory. It provides context, without setting a numeric planning input.

Ruscio Institute / provider publisher

Published ongoing; episode dated 27 September 2026 visible; checked 12 October 2026.

Data period: not separately specified; check the population notes.

Context only; no numeric input.

Background research from the source inventory. It provides context, without setting a numeric planning input.

KFF

Published 14 November 2025; checked 12 October 2026.

Data period: not separately specified; check the population notes.

Context only; no numeric input.

Background research from the source inventory. It provides context, without setting a numeric planning input.

The CMO Survey (Duke University, Deloitte, AMA)

Published March 2026; checked 12 October 2026.

Data period: not separately specified; check the population notes.

• Total marketing share: 5.88% · percent of revenue · Published input

  Specialty medical practices: population and denominator

Reported mean for healthcare respondents (n=17), Spring 2026, not a small specialty-practice survey or a required spend. Total marketing includes staff, media and agency/content costs. Canada physician offices report advertising/promotion 0.6% in 2024 [3], a narrower accounting line.

ISED / Statistics Canada

Publication date unknown (2024 data; 2019-03-01 template date is not data publication); checked 12 October 2026.

Data period: publication date unknown (2024 data; 2019-03-01 template date is not data publication).

• Monthly retained revenue: $40,000.00 to $200,000.00 · USD/month · Planning assumption

  Specialty medical practices: population and denominator

• Gross contribution margin: 30% to 50% · percent of collected revenue · Planning assumption

  Specialty medical practices: population and denominator

Illustrative collected-revenue band for one to several outpatient clinicians, not an observed US distribution. Canada: 2024 physician-office SME revenue middle two quartiles CAD212,000-622,000/year, or CAD17,667-51,833/month; mean CAD489,400/year. Includes generalists; no currency conversion or US extrapolation.

Invoca (vendor study)

Published July 2026; checked 12 October 2026.

Data period: not separately specified; check the population notes.

• Enquiry to attended meeting: 45% · percent of qualified enquiries booked · Planning assumption; context only, no numeric calculation input

  Specialty medical practices: population and denominator

• Enquiry to attended meeting: 53% · percent of qualified phone leads booked · Published input; context only, no numeric calculation input

  Dental practices: population and denominator

Adjacent Invoca 2026 healthcare benchmark: 45% of qualified phone leads convert on-call to an appointment. Specialty clinics are not a separately reported segment; applying it to all enquiries is an assumption. Booked appointment is not attendance.

Source stage does not establish this attended-meeting denominator. Enter your actual matching stage; original research is retained below.

This measure is incompatible with the calculation and is not loaded as an input.

Dermatology Partners PLLC (single US practice)

Published 2026 (rates effective; publication date unknown); checked 12 October 2026.

Data period: not separately specified; check the population notes.

• First customer payment: $250.00 · USD/attended visit · Planning assumption

  Specialty medical practices: population and denominator

Illustrative initial collected visit revenue. One dermatology practice lists new-patient self-pay fees USD160-485 by complexity, including USD245 for 99203. Not an average across specialties, insurers or Canada. Use total collected payer plus patient receipts, not patient copay alone; procedures require their own preset.

First Page Sage (agency study)

Published 8 October 2026 (updated; January 2022-August 2026 observations); checked 12 October 2026.

Data period: not separately specified; check the population notes.

• Organic versus paid enquiry cost: 0.9587 · organic CPL / paid CPL ratio · Planning assumption; context only, no numeric calculation input

  Specialty medical practices: population and denominator

Adjacent healthcare agency study reports organic USD348 versus paid USD363 per lead; 348/363=0.9587. Applying that broad, undisclosed-size sample to specialty patient enquiries is an assumption. Costs must include content, agency fees and internal labour, with identical lead qualification and attribution windows.

PatientGain (marketing software vendor guide)

Publication date unknown (page discusses 2026 pricing); checked 12 October 2026.

Data period: not separately specified; check the population notes.

• SEO supplier fees: $1,500.00 to $5,000.00 · USD/month · Published input; context only, no numeric calculation input

  Specialty medical practices: population and denominator

Vendor guide reports this standard medical-practice SEO retainer range; specialized growth plans separately USD2,500-7,500. Publication date and pricing survey methodology are absent. Reported vendor estimate, not proof of actual bills or a Workhacker quote; media and setup can be additional.

US HHS Office for Civil Rights

Published 3 April 2003 (revised); 26 July 2013 (reviewed); checked 12 October 2026.

Data period: not separately specified; check the population notes.

Context only; no numeric input.

US HIPAA-covered practices: review PHI use in testimonials, case stories and marketing, obtain required authorization, and check exceptions rather than assuming all communications need authorization. Tracking review must reflect HHS's court notice: IP plus a visit to an unauthenticated health page alone is not automatically PHI under the vacated portion. HIPAA-covered US practices must review patient stories, marketing authorization and tracking disclosures. Canadian practices need applicable federal/provincial privacy controls, including appropriate consent for sensitive information. Include these checks in content and audio production. HIPAA applies to covered US entities and PHI disclosures; cookie consent alone is not marketing authorization. Apply relevant Canadian privacy requirements to sensitive health information. Review case stories, voice testimonials, pixels and episode promotion. Review US PHI disclosure/authorization and applicable Canadian sensitive-information consent before stories, recordings or tracking. Google health-personalization restrictions also affect paid campaigns for symptoms and conditions.

US HHS Office for Civil Rights

Published 18 March 2024 (revision); current page also carries 20 June 2024 court notice; checked 12 October 2026.

Data period: not separately specified; check the population notes.

Context only; no numeric input.

US HIPAA-covered practices: review PHI use in testimonials, case stories and marketing, obtain required authorization, and check exceptions rather than assuming all communications need authorization. Tracking review must reflect HHS's court notice: IP plus a visit to an unauthenticated health page alone is not automatically PHI under the vacated portion. HIPAA-covered US practices must review patient stories, marketing authorization and tracking disclosures. Canadian practices need applicable federal/provincial privacy controls, including appropriate consent for sensitive information. Include these checks in content and audio production. HIPAA applies to covered US entities and PHI disclosures; cookie consent alone is not marketing authorization. Apply relevant Canadian privacy requirements to sensitive health information. Review case stories, voice testimonials, pixels and episode promotion. Review US PHI disclosure/authorization and applicable Canadian sensitive-information consent before stories, recordings or tracking. Google health-personalization restrictions also affect paid campaigns for symptoms and conditions.

College of Physicians and Surgeons of Ontario

Published December 2020 (Council approval); checked 12 October 2026.

Data period: not separately specified; check the population notes.

Context only; no numeric input.

Ontario physician advertising includes third-party unpaid web content. Claims must be verifiable and evidence-supported; testimonials, comparisons and superiority claims are prohibited. Before/after imagery has specific consent, presentation and distribution limits. These Ontario rules are not a Canada-wide blanket ban. Canada restricts consumer prescription-drug advertising. Health Canada specifically flags promotional Botox benefit claims, including some before/after imagery, procedure videos and testimonials. Ontario physician advertising also prohibits testimonials and has detailed imagery consent and placement conditions.

Justice Laws Website, Government of Canada

Publication date unknown (live consolidated regulation); checked 12 October 2026.

Data period: not separately specified; check the population notes.

Context only; no numeric input.

Canada prescription-drug consumer advertising is restricted by C.01.044 to names, price and quantity. Check named-drug content separately from general service education; apply provincial privacy law and appropriate express consent for sensitive health information. Canada restricts consumer prescription-drug advertising. Health Canada specifically flags promotional Botox benefit claims, including some before/after imagery, procedure videos and testimonials. Ontario physician advertising also prohibits testimonials and has detailed imagery consent and placement conditions.

Google Ads

Publication date unknown (live policy); checked 12 October 2026.

Data period: not separately specified; check the population notes.

Context only; no numeric input.

Google restricts prescription terms/services, experimental treatments and some specialty services. Health-related personalized audiences face separate restrictions. Check treatment, location, destination and certification before allocating paid media. Google health-personalization restrictions and healthcare advertising policies can affect condition- or procedure-specific campaigns. Review paid destinations separately from educational articles. Health product claims require substantiation. Google treats health personalization separately from treatment/drug advertising eligibility. Build evidence review into scripts, articles, show notes, captions and ad destinations.

Google Ads

Publication date unknown (live policy); checked 12 October 2026.

Data period: not separately specified; check the population notes.

Context only; no numeric input.

Google restricts prescription terms/services, experimental treatments and some specialty services. Health-related personalized audiences face separate restrictions. Check treatment, location, destination and certification before allocating paid media. Google health-personalization restrictions and healthcare advertising policies can affect condition- or procedure-specific campaigns. Review paid destinations separately from educational articles. Health product claims require substantiation. Google treats health personalization separately from treatment/drug advertising eligibility. Build evidence review into scripts, articles, show notes, captions and ad destinations. Review US PHI disclosure/authorization and applicable Canadian sensitive-information consent before stories, recordings or tracking. Google health-personalization restrictions also affect paid campaigns for symptoms and conditions.

US Federal Trade Commission

Published December 2022; checked 12 October 2026.

Data period: not separately specified; check the population notes.

Context only; no numeric input.

For health products featured by a clinic, FTC guidance requires truthful claims and suitable scientific substantiation. Reserve clinician review for scripts, articles, show notes and promotional snippets. This is an operational recommendation, not a sourced number of review hours. Health product claims require substantiation. Google treats health personalization separately from treatment/drug advertising eligibility. Build evidence review into scripts, articles, show notes, captions and ad destinations.

Office of the Privacy Commissioner of Canada

Published May 2018 (guideline issued; current web revision unknown); checked 12 October 2026.

Data period: not separately specified; check the population notes.

Context only; no numeric input.

Canada prescription-drug consumer advertising is restricted by C.01.044 to names, price and quantity. Check named-drug content separately from general service education; apply provincial privacy law and appropriate express consent for sensitive health information. HIPAA-covered US practices must review patient stories, marketing authorization and tracking disclosures. Canadian practices need applicable federal/provincial privacy controls, including appropriate consent for sensitive information. Include these checks in content and audio production. HIPAA applies to covered US entities and PHI disclosures; cookie consent alone is not marketing authorization. Apply relevant Canadian privacy requirements to sensitive health information. Review case stories, voice testimonials, pixels and episode promotion. Review US PHI disclosure/authorization and applicable Canadian sensitive-information consent before stories, recordings or tracking. Google health-personalization restrictions also affect paid campaigns for symptoms and conditions.

American Dental Association Health Policy Institute

Publication date unknown (2025 survey data); checked 12 October 2026.

Data period: publication date unknown (2025 survey data).

• Monthly retained revenue: $50,000.00 to $150,000.00 · USD/month · Planning assumption

  Dental practices: population and denominator

Illustrative collected-revenue chip for a small general practice, not a measured range. ADA 2025 mean gross billings: USD965,660/dentist/year (USD80,472/month). Canada SME dental-office mean: CAD799,000/year (CAD66,583/month); upper-middle revenue quartile CAD397,000-1,161,000/year. Billings per dentist and revenue per business differ.

American Dental Association

Publication date unknown; checked 12 October 2026.

Data period: not separately specified; check the population notes.

• Total marketing share: 4% · percent of revenue · Published input

  Dental practices: population and denominator

• Gross contribution margin: 45% to 60% · percent of collected revenue · Planning assumption

  Dental practices: population and denominator

ADA budgeting recommendation for an intermediate-stage practice, not observed average. Its new-practice recommendation is 3-6%, mature 2-3%. Canada reports advertising/promotion 1.4%, quality E, a narrower expenditure definition.

ISED / Statistics Canada

Publication date unknown (2024 data; static footer is not release date); checked 12 October 2026.

Data period: publication date unknown (2024 data; static footer is not release date).

• Monthly retained revenue: $50,000.00 to $150,000.00 · USD/month · Planning assumption

  Dental practices: population and denominator

Illustrative collected-revenue chip for a small general practice, not a measured range. ADA 2025 mean gross billings: USD965,660/dentist/year (USD80,472/month). Canada SME dental-office mean: CAD799,000/year (CAD66,583/month); upper-middle revenue quartile CAD397,000-1,161,000/year. Billings per dentist and revenue per business differ.

ISED / Statistics Canada

Publication date unknown (2024 data; static footer is not release date); checked 12 October 2026.

Data period: publication date unknown (2024 data; static footer is not release date).

• Total marketing share: 4% · percent of revenue · Published input

  Dental practices: population and denominator

• Gross contribution margin: 45% to 60% · percent of collected revenue · Planning assumption

  Dental practices: population and denominator

ADA budgeting recommendation for an intermediate-stage practice, not observed average. Its new-practice recommendation is 3-6%, mature 2-3%. Canada reports advertising/promotion 1.4%, quality E, a narrower expenditure definition.

Precision Dental Group (single New Jersey practice)

Publication date unknown (live offer); checked 12 October 2026.

Data period: not separately specified; check the population notes.

• First customer payment: $250.00 · USD/attended first visit · Planning assumption

  Dental practices: population and denominator

Illustrative routine first visit assuming full collection. One New Jersey practice offers USD250 exam/X-rays/cleaning/scan, regular USD535. Promotional fee is not national average collections. Orthodontic, implant and cosmetic case values need separate inputs.

Canadian Dental Association

Publication date unknown; checked 12 October 2026.

Data period: not separately specified; check the population notes.

• Payments per year: 2 · attended visits/customer/year · Planning assumption

  Dental practices: population and denominator

Two preventive visits per year is a care scenario; CDA describes six-month exams for many patients but individualized intervals. Guidance is not observed purchases and does not mean all patients buy twice annually.

Planet DDS (software vendor study)

Published February 2026; checked 12 October 2026.

Data period: not separately specified; check the population notes.

• Meeting to customer: 50% · percent of attended consults accepting paid treatment · Planning assumption

  Dental practices: population and denominator

Illustrative treatment acceptance. Planet DDS reports 58% case acceptance in 2025 Denticon data across more than 5,200 practices. Treatment plans are not new consults; applying that measure to this stage is not a sourced conversion benchmark. For paid first-visit acquisition omit a second close stage.

CallRail (vendor survey commentary)

Published 28 April 2026 (updated); checked 12 October 2026.

Data period: not separately specified; check the population notes.

• Organic enquiry share: 50% · percent of qualified new enquiries · Planning assumption; context only, no numeric calculation input

  Dental practices: population and denominator

Neutral half-organic channel-mix scenario to replace with practice attribution. CallRail's 71% describes practices ranking SEO their top channel, not 71% of new patients or enquiries.

Lifted Websites (agency offer)

Published 13 July 2026 (updated); checked 12 October 2026.

Data period: not separately specified; check the population notes.

• SEO supplier fees: $800.00 to $2,000.00 · USD/month · Published input; context only, no numeric calculation input

  Dental practices: population and denominator

Published Lifted Websites offers for local and multi-location dental SEO; custom work starts higher. US-dollar interpretation follows its Arizona/US offering; page uses dollar signs. Not observed client spending. Canada vendor lists CAD1,200 single-clinic and CAD2,000 growing-practice plans.

SEO Web Marketing Canada (agency offer)

Publication date unknown (live offer); checked 12 October 2026.

Data period: not separately specified; check the population notes.

• SEO supplier fees: $800.00 to $2,000.00 · USD/month · Published input; context only, no numeric calculation input

  Dental practices: population and denominator

Published Lifted Websites offers for local and multi-location dental SEO; custom work starts higher. US-dollar interpretation follows its Arizona/US offering; page uses dollar signs. Not observed client spending. Canada vendor lists CAD1,200 single-clinic and CAD2,000 growing-practice plans.

Royal College of Dental Surgeons of Ontario

Published November 2012 (advisory); September 2024 (footer); checked 12 October 2026.

Data period: not separately specified; check the population notes.

Context only; no numeric input.

Ontario dental rules add restrictions on testimonials, superiority, incentives/free services and fee-splitting. Procedure advertising needs appropriate general-practitioner or specialist disclosure. Ontario restrictions are not uniform national Canadian rules.

American Dental Association

Published 2023 edition; checked 12 October 2026.

Data period: not separately specified; check the population notes.

Context only; no numeric input.

US dental advertising: ADA ethics prohibits materially misleading promotions and restricts referral fees. Relevant state licensing and advertising law still applies; review specialist titles, fee claims and testimonial wording for the jurisdiction.

American Med Spa Association

Published 6 November 2024 (2023 observations); checked 12 October 2026.

Data period: not separately specified; check the population notes.

• Monthly retained revenue: $60,000.00 to $150,000.00 · USD/month · Planning assumption

  Med spa and aesthetics: population and denominator

• First customer payment: $400.00 · USD/attended first treatment · Planning assumption

  Med spa and aesthetics: population and denominator

• Relationship horizon: 2 · years · Planning assumption

  Med spa and aesthetics: population and denominator

Illustrative small/midsize location chip, not sourced percentile boundaries. AmSpa 2024 report recap: mean USD1,398,833/year = USD116,569/month, based on older 2023 observations. Zenoti's 2025 platform median location revenue is $1.86m/year, but North America currency normalization is not established. No Canada-only operating cohort found.

American Med Spa Association / Growth99 (vendor-authored commentary)

Published 2 May 2025; checked 12 October 2026.

Data period: not separately specified; check the population notes.

• Total marketing share: 7% · percent of revenue · Published input

  Med spa and aesthetics: population and denominator

AmSpa-hosted, Growth99-authored article attributes this average and a 2-15% range to AmSpa's 2024 report. Secondary exposition of trade-association survey, not independently audited data. Total marketing budget, not SEO-only spend; no equivalent Canadian cohort verified.

Zenoti (software vendor study)

Published 29 April 2026 (2025 observations); checked 12 October 2026.

Data period: not separately specified; check the population notes.

• Monthly retained revenue: $60,000.00 to $150,000.00 · USD/month · Planning assumption

  Med spa and aesthetics: population and denominator

• First customer payment: $400.00 · USD/attended first treatment · Planning assumption

  Med spa and aesthetics: population and denominator

Illustrative small/midsize location chip, not sourced percentile boundaries. AmSpa 2024 report recap: mean USD1,398,833/year = USD116,569/month, based on older 2023 observations. Zenoti's 2025 platform median location revenue is $1.86m/year, but North America currency normalization is not established. No Canada-only operating cohort found.

Zenoti (vendor advice, not observed margin survey)

Published 22 July 2026; checked 12 October 2026.

Data period: not separately specified; check the population notes.

• Payments per year: 2 · attended treatments/customer/year · Planning assumption

  Med spa and aesthetics: population and denominator

• Gross contribution margin: 60% · percent of collected treatment revenue · Planning assumption

  Med spa and aesthetics: population and denominator

Conservative mixed-service scenario. Vendor advice distinguishes occasional visitors and frequent members, without representative purchase-frequency methodology. Treatment schedule is not proof of actual return purchases; do not prescribe clinical frequency from this calculator.

Practice Growth Co (agency portfolio study)

Published 22 July 2026; checked 12 October 2026.

Data period: not separately specified; check the population notes.

• Enquiry to attended meeting: 30% to 40% · percent of leads booking a consult · Published input; context only, no numeric calculation input

  Med spa and aesthetics: population and denominator

• Meeting to customer: 50% to 60% · percent of consults becoming paying patients · Published input; context only, no numeric calculation input

  Med spa and aesthetics: population and denominator

Reported directional range from one agency's medspa portfolio, not representative US/Canada industry mean. Cohort size and observation period are undisclosed. Booked consultation is not attendance.

Source stage does not establish this attended-meeting denominator. Enter your actual matching stage; original research is retained below.

This measure is incompatible with the calculation and is not loaded as an input.

Lifted Websites (agency offer)

Published July 2026 (updated; exact day unknown); checked 12 October 2026.

Data period: not separately specified; check the population notes.

• SEO supplier fees: $800.00 to $2,000.00 · USD/month · Published input; context only, no numeric calculation input

  Med spa and aesthetics: population and denominator

Lifted Websites published single-location and up-to-three-location offers; custom scope is higher. Dollar denomination inferred from Arizona/US offering, not explicit USD label. Prices are offers, not national actual spending. Canadian medspa-inclusive medical SEO offer starts CAD750/month.

Leonyx AI (agency offer)

Publication date unknown (live offer); checked 12 October 2026.

Data period: not separately specified; check the population notes.

• SEO supplier fees: $800.00 to $2,000.00 · USD/month · Published input; context only, no numeric calculation input

  Med spa and aesthetics: population and denominator

Lifted Websites published single-location and up-to-three-location offers; custom scope is higher. Dollar denomination inferred from Arizona/US offering, not explicit USD label. Prices are offers, not national actual spending. Canadian medspa-inclusive medical SEO offer starts CAD750/month.

Medical Board of California

Publication date unknown (live official guidance); checked 12 October 2026.

Data period: not separately specified; check the population notes.

Context only; no numeric input.

US medspa licensure, ownership and clinical supervision are state-specific. California's Medical Board treats medical procedures as medical practice requiring qualified personnel; verify scope and credentials before producing treatment claims or clinician titles.

Health Canada

Published 11 August 2020; checked 12 October 2026.

Data period: not separately specified; check the population notes.

Context only; no numeric input.

Canada restricts consumer prescription-drug advertising. Health Canada specifically flags promotional Botox benefit claims, including some before/after imagery, procedure videos and testimonials. Ontario physician advertising also prohibits testimonials and has detailed imagery consent and placement conditions.

US Physical Therapy Inc. (public operator disclosure)

Published 25 February 2026; checked 12 October 2026.

Data period: not separately specified; check the population notes.

• Monthly retained revenue: $25,000.00 to $80,000.00 · USD/month · Planning assumption

  Physical therapy and chiropractic: population and denominator

• First customer payment: $100.00 · USD/attended visit · Planning assumption

  Physical therapy and chiropractic: population and denominator

• Gross contribution margin: 15% to 30% · percent of collected revenue · Planning assumption

  Physical therapy and chiropractic: population and denominator

Illustrative small clinic chip. Chiropractic survey collections average USD450,425/year (USD37,535/month), a self-selected sample. Canada 2024 annual SME means: chiro CAD301,900, therapist/audiologist group CAD268,400. No representative combined US/Canada clinic range exists; counts and professions differ.

Chiropractic Economics (trade publication survey, 107 self-selected responses)

Published 2025 (exact publication day unknown); checked 12 October 2026.

Data period: not separately specified; check the population notes.

• Monthly retained revenue: $25,000.00 to $80,000.00 · USD/month · Planning assumption

  Physical therapy and chiropractic: population and denominator

• Total marketing share: 3% · percent of revenue · Planning assumption

  Physical therapy and chiropractic: population and denominator

• Payments per year: 12 · attended visits/customer/year · Planning assumption

  Physical therapy and chiropractic: population and denominator

Illustrative small clinic chip. Chiropractic survey collections average USD450,425/year (USD37,535/month), a self-selected sample. Canada 2024 annual SME means: chiro CAD301,900, therapist/audiologist group CAD268,400. No representative combined US/Canada clinic range exists; counts and professions differ.

ISED / Statistics Canada

Publication date unknown (2024 data); checked 12 October 2026.

Data period: publication date unknown (2024 data).

• Monthly retained revenue: $25,000.00 to $80,000.00 · USD/month · Planning assumption

  Physical therapy and chiropractic: population and denominator

• Total marketing share: 3% · percent of revenue · Planning assumption

  Physical therapy and chiropractic: population and denominator

• Gross contribution margin: 15% to 30% · percent of collected revenue · Planning assumption

  Physical therapy and chiropractic: population and denominator

Illustrative small clinic chip. Chiropractic survey collections average USD450,425/year (USD37,535/month), a self-selected sample. Canada 2024 annual SME means: chiro CAD301,900, therapist/audiologist group CAD268,400. No representative combined US/Canada clinic range exists; counts and professions differ.

ISED / Statistics Canada

Publication date unknown (2024 data); checked 12 October 2026.

Data period: publication date unknown (2024 data).

• Monthly retained revenue: $25,000.00 to $80,000.00 · USD/month · Planning assumption

  Physical therapy and chiropractic: population and denominator

• Total marketing share: 3% · percent of revenue · Planning assumption

  Physical therapy and chiropractic: population and denominator

• Gross contribution margin: 15% to 30% · percent of collected revenue · Planning assumption

  Physical therapy and chiropractic: population and denominator

Illustrative small clinic chip. Chiropractic survey collections average USD450,425/year (USD37,535/month), a self-selected sample. Canada 2024 annual SME means: chiro CAD301,900, therapist/audiologist group CAD268,400. No representative combined US/Canada clinic range exists; counts and professions differ.

Lentz et al., Physical Therapy / Oxford University Press

Published 3 November 2025; checked 12 October 2026.

Data period: not separately specified; check the population notes.

• Payments per year: 12 · attended visits/customer/year · Planning assumption

  Physical therapy and chiropractic: population and denominator

• Relationship horizon: 1 · years · Planning assumption

  Physical therapy and chiropractic: population and denominator

One 12-visit episode within one year, not observed annual repeat frequency. Employer PT claims study median episode visits: 12 without copay versus 8 traditional, with wide variation. Chiro survey patient-visit average 34 per case is not 34 visits/year.

LocaliQ (advertising vendor campaign study)

Published 13 January 2026 (updated); checked 12 October 2026.

Data period: not separately specified; check the population notes.

• Organic versus paid enquiry cost: 1 · organic CPL / paid CPL ratio · Planning assumption; context only, no numeric calculation input

  Physical therapy and chiropractic: population and denominator

Parity scenario because no matched organic/paid PT/chiro CPL dataset found. LocaliQ PT paid-search CPL is USD32.79 and click-to-lead conversion 15.35%; these do not establish organic cost or assessment booking conversion.

TM Blast (agency offer)

Publication date unknown (live offer); checked 12 October 2026.

Data period: not separately specified; check the population notes.

• SEO supplier fees: $1,500.00 · USD/month · Published input; context only, no numeric calculation input

  Physical therapy and chiropractic: population and denominator

TM Blast publishes this one-location chiropractic local SEO fee including website/Maps work and reporting. US denomination inferred from New York offering. Single vendor offer, not PT-wide mean or actual spending. Canada Create publishes chiropractic SEO from CAD1,500/month.

Canada Create (agency offer)

Publication date unknown (live offer); checked 12 October 2026.

Data period: not separately specified; check the population notes.

• SEO supplier fees: $1,500.00 · USD/month · Published input; context only, no numeric calculation input

  Physical therapy and chiropractic: population and denominator

TM Blast publishes this one-location chiropractic local SEO fee including website/Maps work and reporting. US denomination inferred from New York offering. Single vendor offer, not PT-wide mean or actual spending. Canada Create publishes chiropractic SEO from CAD1,500/month.

College of Physiotherapists of Ontario

Published 1 May 2025 (effective); checked 12 October 2026.

Data period: not separately specified; check the population notes.

Context only; no numeric input.

Ontario PT advertising must be truthful and verifiable, with no guaranteed outcomes or unsupported superiority; genuine testimonials require suitable consent. Standard effective May 2025.

College of Chiropractors of Ontario

Published 28 November 2024 (approved); 21 February 2025 (effective); checked 12 October 2026.

Data period: not separately specified; check the population notes.

Context only; no numeric input.

Ontario chiropractic S-016 includes podcasts. Claims must be accurate, supported and within scope. Practice-specific testimonials are limited to the member's website with written consent and conditions; do not move those endorsements into a podcast. Current standard replaces older Advertising S-016.

California Board of Chiropractic Examiners

Publication date unknown (live compilation); checked 12 October 2026.

Data period: not separately specified; check the population notes.

Context only; no numeric input.

US physical therapists need licensing in the jurisdiction served. California chiropractic rules prohibit deceptive advertising and unlicensed practice. These examples require jurisdiction-specific review, not a uniform combined-profession checklist.

Federation of State Boards of Physical Therapy

Publication date unknown (live guidance); checked 12 October 2026.

Data period: not separately specified; check the population notes.

Context only; no numeric input.

US physical therapists need licensing in the jurisdiction served. California chiropractic rules prohibit deceptive advertising and unlicensed practice. These examples require jurisdiction-specific review, not a uniform combined-profession checklist.

Pelora Marketing (agency)

Published 2 October 2026 (page update); checked 12 October 2026.

Data period: not separately specified; check the population notes.

Context only; no numeric input.

Background research from the source inventory. It provides context, without setting a numeric planning input.

Mayo Clinic

Published 15 January 2020; checked 12 October 2026.

Data period: not separately specified; check the population notes.

Context only; no numeric input.

Background research from the source inventory. It provides context, without setting a numeric planning input.

Practice Promotions (agency publisher)

Publication date unknown (live episode index); checked 12 October 2026.

Data period: not separately specified; check the population notes.

Context only; no numeric input.

Background research from the source inventory. It provides context, without setting a numeric planning input.

American Dental Association

Publication date unknown (live episode index); checked 12 October 2026.

Data period: not separately specified; check the population notes.

Context only; no numeric input.

Background research from the source inventory. It provides context, without setting a numeric planning input.

American Med Spa Association

Published 23 September 2026 (P&L episode); index publication date unknown; checked 12 October 2026.

Data period: not separately specified; check the population notes.

Context only; no numeric input.

Background research from the source inventory. It provides context, without setting a numeric planning input.

Clio

Published 19 June 2026 (updated); checked 12 October 2026.

Data period: not separately specified; check the population notes.

• Total marketing share: 10% to 20% · percent of revenue · Planning assumption

  Personal injury law: population and denominator

• Total marketing share: 2% to 10% · percent of revenue · Published input

  Criminal defense: population and denominator

Growth scenario chosen above general legal guidance. PILMMA describes some injury firms exceeding 20-30%; neither publication establishes a representative PI spending distribution.

PILMMA

Published 17 June 2026; checked 12 October 2026.

Data period: not separately specified; check the population notes.

• Total marketing share: 10% to 20% · percent of revenue · Planning assumption

  Personal injury law: population and denominator

Growth scenario chosen above general legal guidance. PILMMA describes some injury firms exceeding 20-30%; neither publication establishes a representative PI spending distribution.

Nolo / Martindale-Nolo

Publication date unknown current article; survey 2017; checked 12 October 2026.

Data period: not separately specified; check the population notes.

• First customer payment: $5,000.00 to $20,000.00 · USD collected fee per acquired matter · Planning assumption

  Personal injury law: population and denominator

Sensitivity band for retained fees averaged across signed matters, including zero-fee cases. Historical 2017 Nolo average payout of $52,900 is successful-claim compensation, not firm revenue or expected fees.

First Page Sage

Published 30 June 2025 (page date; 2026 title); checked 12 October 2026.

Data period: not separately specified; check the population notes.

• Organic versus paid enquiry cost: 0.41402714932126694 · ratio organic CPL to paid search CPL · Published input; context only, no numeric calculation input

  Personal injury law: population and denominator

Derived from SEO $183 / Google Search Ads $442 per lead. Vendor study of 49 PI firms; campaigns mainly 2022-2024 despite 2026 title. Not a guaranteed future CPL.

FirmForte

Publication date unknown (live price menu); checked 12 October 2026.

Data period: not separately specified; check the population notes.

• SEO supplier fees: $1,750.00 to $3,500.00 · USD per month · Published input; context only, no numeric calculation input

  Personal injury law: population and denominator

One vendor's live SEO/content menu; build fees and ad spend extra. Not a representative market survey.

MyCase

Published 6 February 2026 (updated); cites 2024 report; checked 12 October 2026.

Data period: not separately specified; check the population notes.

• Enquiry to attended meeting: 40% to 60% · percent of new enquiries · Planning assumption

  Personal injury law: population and denominator

• Meeting to customer: 20% to 40% · percent of attended consults · Planning assumption

  Personal injury law: population and denominator

Attended consult after screening. No credible practice-specific stage measure found; total lead conversion does not identify this stage.

Clio

Published 8 May 2025; checked 12 October 2026.

Data period: not separately specified; check the population notes.

• Organic enquiry share: 10% to 30% · percent of all new enquiries · Planning assumption; context only, no numeric calculation input

  Personal injury law: population and denominator

Unmeasured search-share scenario. Referrals dominate many small firms; the survey reports firms' preferences, not lead shares.

New York Appellate Divisions

Published 27 May 2026; effective 1 June 2026; checked 12 October 2026.

Data period: not separately specified; check the population notes.

Context only; no numeric input.

Attorney review of claims, credentials, client examples and solicitation must follow applicable state rules. New York changed rules in June 2026. Review crime-specific pages, case narratives and audio for confidential facts, outcome promises and misleading professional claims. A general legal explainer should not imply a client relationship or a guaranteed acquittal. Employment and immigration explainers require attorney review of current jurisdiction, eligibility, dates and procedure. Check multilingual versions and credentials under applicable advertising rules. Separate government filing fees from lawyer fees.

State Bar of Texas

Published 7 March 2025 (effective compilation); checked 12 October 2026.

Data period: not separately specified; check the population notes.

Context only; no numeric input.

Attorney review of claims, credentials, client examples and solicitation must follow applicable state rules. New York changed rules in June 2026. Texas has conditional educational-media and website filing exemptions. Nonexempt ads generally require filing within 10 days after dissemination. Contingency-fee promotional content needs expense-liability wording where required; Texas Rule 7.02(c) specifically addresses whether the client owes litigation or other expenses. Review settlement examples for unjustified expectations and privacy. Review crime-specific pages, case narratives and audio for confidential facts, outcome promises and misleading professional claims. A general legal explainer should not imply a client relationship or a guaranteed acquittal. Employment and immigration explainers require attorney review of current jurisdiction, eligibility, dates and procedure. Check multilingual versions and credentials under applicable advertising rules. Separate government filing fees from lawyer fees.

The Florida Bar

Publication date unknown (living official guidance); checked 12 October 2026.

Data period: not separately specified; check the population notes.

Context only; no numeric input.

Attorney review of claims, credentials, client examples and solicitation must follow applicable state rules. New York changed rules in June 2026. Florida covered ads require filing 20 days before use; websites have an exemption. July 2026 timely/late fees: $250/$750.

The Florida Bar

Publication date unknown; fee update effective 2026-07-01; checked 12 October 2026.

Data period: not separately specified; check the population notes.

Context only; no numeric input.

Florida covered ads require filing 20 days before use; websites have an exemption. July 2026 timely/late fees: $250/$750.

PwC

Published June 2025 (issued); checked 12 October 2026.

Data period: not separately specified; check the population notes.

• Gross contribution margin: 40% to 60% · percent of fee revenue · Planning assumption

  Personal injury law: population and denominator

Assumed direct costs consume 40-60% of fees, including fair partner labor. Public PwC sample covers larger firms.

Nolo

Publication date unknown (search-index text); checked 12 October 2026.

Data period: not separately specified; check the population notes.

• Monthly retained revenue: $15,000.00 to $100,000.00 · USD per month · Planning assumption

  Criminal defense: population and denominator

• First customer payment: $1,000.00 to $5,000.00 · USD fee per DUI engagement · Published input

  Criminal defense: population and denominator

Planning chip: 5-20 new fee-paying matters monthly at assumed $3,000-$5,000 total fees. Not survey revenue; actual revenue recognition differs from intake deposits.

First Page Sage

Published 8 October 2026 (updated); checked 12 October 2026.

Data period: not separately specified; check the population notes.

• Organic versus paid enquiry cost: 0.7407407407407407 · ratio organic CPL to paid CPL · Planning assumption; context only, no numeric calculation input

  Criminal defense: population and denominator

Transferred pooled legal-services vendor ratio: organic $580 / paid $783. Criminal-defense data unavailable; pooled paid and organic channels are not exclusively search.

Nolo / Martindale-Nolo

Published 17 July 2024 (updated); survey 2016; checked 12 October 2026.

Data period: not separately specified; check the population notes.

• First customer payment: $2,500.00 to $15,000.00 · USD collected fee per acquired matter · Planning assumption

  Employment and immigration law: population and denominator

Mixed-practice scenario. Published immigration menu and historical employment fee evidence are incompatible populations. AILA explicitly does not report typical flat fees; use actual matter mix and include no-recovery outcomes.

American Immigration Lawyers Association

Published 7 November 2022 (posted); checked 12 October 2026.

Data period: not separately specified; check the population notes.

• First customer payment: $2,500.00 to $15,000.00 · USD collected fee per acquired matter · Planning assumption

  Employment and immigration law: population and denominator

Mixed-practice scenario. Published immigration menu and historical employment fee evidence are incompatible populations. AILA explicitly does not report typical flat fees; use actual matter mix and include no-recovery outcomes.

Donesky Law Firm

Publication date unknown (live fee menu; copyright 2018 is not publication); checked 12 October 2026.

Data period: not separately specified; check the population notes.

• Monthly retained revenue: $20,000.00 to $150,000.00 · USD per month · Planning assumption

  Employment and immigration law: population and denominator

• First customer payment: $2,500.00 to $15,000.00 · USD collected fee per acquired matter · Planning assumption

  Employment and immigration law: population and denominator

Planning chip: 8-30 fee-equivalent matters monthly at assumed $2,500-$5,000. Consumer employment, employer counsel and immigration have different economics; change to actual collected revenue.

PELORA Marketing

Publication date unknown (live page); checked 12 October 2026.

Data period: not separately specified; check the population notes.

Context only; no numeric input.

Background research from the source inventory. It provides context, without setting a numeric planning input.

National Society of Accountants

Published 2024 (copyright; exact publication date unstated); survey 2023; checked 12 October 2026.

Data period: not separately specified; check the population notes.

Context only; no numeric input.

Background research from the source inventory. It provides context, without setting a numeric planning input.

Association for Accounting Marketing

Published 28 July 2025; checked 12 October 2026.

Data period: not separately specified; check the population notes.

Context only; no numeric input.

Background research from the source inventory. It provides context, without setting a numeric planning input.

Association for Accounting Marketing / Hinge Research Institute

Published 21 May 2025; checked 12 October 2026.

Data period: not separately specified; check the population notes.

Context only; no numeric input.

Background research from the source inventory. It provides context, without setting a numeric planning input.

CPA.com / AICPA PCPS

Published 9 December 2024 (release); checked 12 October 2026.

Data period: not separately specified; check the population notes.

Context only; no numeric input.

Background research from the source inventory. It provides context, without setting a numeric planning input.

Accountant Web Design

Publication date unknown (live price menu); checked 12 October 2026.

Data period: not separately specified; check the population notes.

Context only; no numeric input.

Background research from the source inventory. It provides context, without setting a numeric planning input.

Clio

Published September 2025 (PDF publication month); checked 12 October 2026.

Data period: not separately specified; check the population notes.

Context only; no numeric input.

Background research from the source inventory. It provides context, without setting a numeric planning input.

American Institute of Certified Public Accountants

Published September 2026 (updated through September); checked 12 October 2026.

Data period: not separately specified; check the population notes.

Context only; no numeric input.

Background research from the source inventory. It provides context, without setting a numeric planning input.

US Treasury / Office of the Federal Register

Published 2 August 2011 (section effective); current eCFR text; checked 12 October 2026.

Data period: not separately specified; check the population notes.

Context only; no numeric input.

Background research from the source inventory. It provides context, without setting a numeric planning input.

Internal Revenue Service

Publication date unknown (current guidance; underlying rules historical); checked 12 October 2026.

Data period: not separately specified; check the population notes.

Context only; no numeric input.

Background research from the source inventory. It provides context, without setting a numeric planning input.

IRS Taxpayer Advocate Service

Published 20 March 2026; updated 23 March 2026; checked 12 October 2026.

Data period: not separately specified; check the population notes.

Context only; no numeric input.

Background research from the source inventory. It provides context, without setting a numeric planning input.

American Bar Association

Published 2023; podcast audience survey 2022; checked 12 October 2026.

Data period: not separately specified; check the population notes.

Context only; no numeric input.

Background research from the source inventory. It provides context, without setting a numeric planning input.

AICPA & CIMA

Published 21 July 2026; checked 12 October 2026.

Data period: not separately specified; check the population notes.

Context only; no numeric input.

Background research from the source inventory. It provides context, without setting a numeric planning input.

CPA.com

Published 9 December 2024; checked 12 October 2026.

Data period: not separately specified; check the population notes.

Context only; no numeric input.

Background research from the source inventory. It provides context, without setting a numeric planning input.

NAHB

Published 11 September 2026; checked 12 October 2026.

Data period: not separately specified; check the population notes.

• Monthly retained revenue: $83,333.33 to $416,666.67 · USD/month · Published input

  Home builders and modular homes: population and denominator

Annualized $1-$5 million band covering 38% of 2025 NAHB builder members. Annual median $3.7 million equals $308,333/month. Includes multiple builder activities; not a modular-only sample.

NAHB

Published 9 April 2025; checked 12 October 2026.

Data period: not separately specified; check the population notes.

• Gross contribution margin: 18.2% to 20.7% · percent of company revenue · Published input

  Home builders and modular homes: population and denominator

NAHB single-family-builder means in 2020 and 2023. Range of survey means, not current firm percentiles. No modular-only margin cohort found.

NAHB

Published 20 January 2025; checked 12 October 2026.

Data period: not separately specified; check the population notes.

• Total marketing share: 0.8% · percent of home sales revenue · Published input

  Home builders and modular homes: population and denominator

• First customer payment: $665,298.00 · USD/home sale · Published input

  Home builders and modular homes: population and denominator

2024 NAHB sampled home-price breakdown marketing cost share. Sales commissions and overhead are separate. Not the share for every builder or a modular-only marketing budget; confirm all-channel scope.

First Page Sage (agency vendor study)

Published 8 October 2026; checked 12 October 2026.

Data period: not separately specified; check the population notes.

• Organic versus paid enquiry cost: 0.656028 · organic CPL / paid CPL · Planning assumption; context only, no numeric calculation input

  Home builders and modular homes: population and denominator

• Organic versus paid enquiry cost: 0.907258 · organic CPL / paid CPL · Published input; context only, no numeric calculation input

  Real estate brokerages: population and denominator

Assumed transfer of broad construction vendor ratio to builders/modular: $185 organic / $282 paid. No builder-only comparison.

Do You Convert (homebuilder marketing vendor benchmarks)

Published 27 July 2026; checked 12 October 2026.

Data period: not separately specified; check the population notes.

• Enquiry to attended meeting: 49% · percent of online-sales leads · Published input

  Home builders and modular homes: population and denominator

• Meeting to customer: 22% · percent of attended appointments · Published input

  Home builders and modular homes: population and denominator

Vendor Q2 2026 homebuilder lead-to-appointment benchmark 49%. Methodology discussion defines appointments as attended, using all lead sources handled by online sales. Not modular-specific.

NAR

Published 1 April 2025; checked 12 October 2026.

Data period: not separately specified; check the population notes.

• Organic enquiry share: 20% · percent of all new qualified leads · Planning assumption; context only, no numeric calculation input

  Home builders and modular homes: population and denominator

Scenario, not measured organic share. NAR says 51% found their purchased home online; this includes portals and other channels and cannot be converted into builder organic leads.

WebFX (agency price offer)

Publication date unknown live price page; checked 12 October 2026.

Data period: not separately specified; check the population notes.

• SEO supplier fees: $2,500.00 to $5,000.00 · USD/month agency fees · Planning assumption; context only, no numeric calculation input

  Home builders and modular homes: population and denominator

• SEO supplier fees: $1,500.00 to $5,000.00 · USD/month agency fees · Planning assumption; context only, no numeric calculation input

  Real estate brokerages: population and denominator

Planning range for project, plan and community content, anchored around a live $3,000 general SEO offer. No representative builder/modular agency-spend study found. Setup, listings, media and podcast costs separate.

California Contractors State License Board (CSLB)

Publication date unknown live guidance; checked 12 October 2026.

Data period: not separately specified; check the population notes.

Context only; no numeric input.

California example, not a nationwide rule: contractor advertisements must carry the state license number. Verify license status, permitted trades and each operating state's disclosure requirements before publishing.

Federal Trade Commission (FTC)

Published 14 August 2024; checked 12 October 2026.

Data period: not separately specified; check the population notes.

Context only; no numeric input.

Review and testimonial content must not fabricate experience or buy sentiment-conditioned reviews. Check endorsements and client permissions before producing written or voiced proof.

HUD / Office of the Federal Register, eCFR

Published current text as of 8 October 2026; original promulgation older; checked 12 October 2026.

Data period: not separately specified; check the population notes.

Context only; no numeric input.

Housing sales advertising, including oral statements, must not indicate preferences or discrimination based on protected characteristics. Review neighborhood descriptions, imagery, audience selection and podcast scripts. Fair Housing advertising rules cover written and oral housing statements. Review listings, market guides, neighborhood descriptions, photos and podcast scripts for discriminatory preferences or exclusion.

Google Ads (official platform policy)

Publication date unknown live policy; checked 12 October 2026.

Data period: not separately specified; check the population notes.

Context only; no numeric input.

Google housing ads in the U.S. and Canada cannot target by age, gender, parental status, marital status or ZIP code. Check campaign and landing-page classification. Google housing advertising targeting restrictions apply to real-estate services as well as property listings in the U.S. and Canada.

HUD Office of Policy Development and Research

Publication date unknown brief; publication age unverified; checked 12 October 2026.

Data period: not separately specified; check the population notes.

Context only; no numeric input.

Modular/factory-built homes follow local building codes; HUD-code manufactured homes are a different category. Verify the construction classification before making code, finance, placement or cost claims.

Ahrefs (vendor survey)

Published 15 August 2024 (updated); checked 12 October 2026.

Data period: not separately specified; check the population notes.

• SEO supplier fees: $2,500.00 to $5,000.00 · USD/month agency fees · Planning assumption; context only, no numeric calculation input

  Home builders and modular homes: population and denominator

• SEO supplier fees: $1,500.00 to $5,000.00 · USD/month agency fees · Planning assumption; context only, no numeric calculation input

  Real estate brokerages: population and denominator

Planning range for project, plan and community content, anchored around a live $3,000 general SEO offer. No representative builder/modular agency-spend study found. Setup, listings, media and podcast costs separate.

Do You Convert (vendor podcast and benchmark methodology discussion)

Published 19 August 2025; checked 12 October 2026.

Data period: not separately specified; check the population notes.

• Enquiry to attended meeting: 49% · percent of online-sales leads · Published input

  Home builders and modular homes: population and denominator

• Meeting to customer: 22% · percent of attended appointments · Published input

  Home builders and modular homes: population and denominator

Vendor Q2 2026 homebuilder lead-to-appointment benchmark 49%. Methodology discussion defines appointments as attended, using all lead sources handled by online sales. Not modular-specific.

The CMO Survey (Duke University, Deloitte, American Marketing Association)

Published March 2025 (release month; day not stated); checked 12 October 2026.

Data period: not separately specified; check the population notes.

• Total marketing share: 3% to 5% · percent of gross commission revenue · Planning assumption

  Real estate brokerages: population and denominator

Budget scenario for a referral-led brokerage. CMO Survey broad real-estate mean 23.58% has only 7 responses and is not brokerage-specific. Use company commission revenue, not the value of homes sold.

National Association of REALTORS (NAR)

Published 19 November 2025; checked 12 October 2026.

Data period: not separately specified; check the population notes.

• Monthly retained revenue: $25,000.00 to $100,000.00 · USD/month gross commission revenue · Planning assumption

  Real estate brokerages: population and denominator

Illustrative firm with 30-120 annual transaction sides at an assumed $10,000 gross company commission per side, divided by 12. Not property sales volume or agent personal income; official firm commission figures appear inconsistent.

NAR

Published 25 June 2026; checked 12 October 2026.

Data period: not separately specified; check the population notes.

• Monthly retained revenue: $25,000.00 to $100,000.00 · USD/month gross commission revenue · Planning assumption

  Real estate brokerages: population and denominator

Illustrative firm with 30-120 annual transaction sides at an assumed $10,000 gross company commission per side, divided by 12. Not property sales volume or agent personal income; official firm commission figures appear inconsistent.

NAR (professional association rules)

Published 1 January 2026 (effective edition); checked 12 October 2026.

Data period: not separately specified; check the population notes.

Context only; no numeric input.

For REALTORS, Article 12 requires a truthful advertising picture and clear firm identity. Website licensing disclosures and third-party content permissions require review. This is an association code, not every state's law.

NAR (official consumer guidance)

Publication date unknown live guidance; 2024 practice changes; checked 12 October 2026.

Data period: not separately specified; check the population notes.

• First customer payment: $10,000.00 · USD/company commission per closed side · Planning assumption

  Real estate brokerages: population and denominator

Illustrative $400,000 property with separately assumed negotiated 2.5% company-side fee. Neither input is a measured norm. Commissions are negotiable; exclude the other brokerage's compensation.

Firmex, Axial and Divestopedia

Published August 2025 (file-path month; exact day not stated); checked 12 October 2026.

Data period: not separately specified; check the population notes.

• Monthly retained revenue: $16,667.00 to $118,750.00 · USD/month · Planning assumption

  M&A advisors and business brokers: population and denominator

• First customer payment: $40,000.00 to $285,000.00 · USD/completed engagement · Planning assumption

  M&A advisors and business brokers: population and denominator

• Meeting to customer: 20% · fraction of attended consultations · Planning assumption

  M&A advisors and business brokers: population and denominator

Scenario band: five completed engagements yearly at $40,000-$285,000 fees, divided by 12. Not a measured firm-revenue distribution.

International Business Brokers Association

Published January 2021 (file-path month; exact day not stated); checked 12 October 2026.

Data period: not separately specified; check the population notes.

• Monthly retained revenue: $16,667.00 to $118,750.00 · USD/month · Planning assumption

  M&A advisors and business brokers: population and denominator

• First customer payment: $40,000.00 to $285,000.00 · USD/completed engagement · Planning assumption

  M&A advisors and business brokers: population and denominator

• Meeting to customer: 20% · fraction of attended consultations · Planning assumption

  M&A advisors and business brokers: population and denominator

Scenario band: five completed engagements yearly at $40,000-$285,000 fees, divided by 12. Not a measured firm-revenue distribution.

Gartner

Published 25 June 2026; checked 12 October 2026.

Data period: not separately specified; check the population notes.

• Total marketing share: 5% · fraction of revenue · Planning assumption

  M&A advisors and business brokers: population and denominator

Cash-budget planning allowance. Gartner's 7.8% is dominated by large enterprises and is not a broker benchmark; no comparable small-firm survey found.

Gartner

Published 8 June 2026; checked 12 October 2026.

Data period: not separately specified; check the population notes.

• Total marketing share: 5% · fraction of revenue · Planning assumption

  M&A advisors and business brokers: population and denominator

Cash-budget planning allowance. Gartner's 7.8% is dominated by large enterprises and is not a broker benchmark; no comparable small-firm survey found.

PELORA Marketing

Publication date unknown; checked 12 October 2026.

Data period: not separately specified; check the population notes.

• SEO supplier fees: $2,000.00 to $4,000.00 · USD/month · Published input; context only, no numeric calculation input

  M&A advisors and business brokers: population and denominator

Public SEO/AEO/GEO asking range from a vendor serving this field; not evidence of typical actual client spending.

FINRA

Published last listed amendment effective 16 August 2019; current rulebook checked; checked 12 October 2026.

Data period: not separately specified; check the population notes.

Context only; no numeric input.

Match the firm's registration model: ordinary FINRA members use Rule 2210; capital acquisition brokers use CAB Rule 221. Balanced, substantiated claims need review. State-only advisers need their applicable state rules checked. FINRA Rule 2210 applies to member broker-dealer communications, including relevant dual-registered firms, not every standalone RIA. FINRA rules are relevant when securities or variable-product communications occur through a member firm; ordinary P&C agency content is not automatically subject to FINRA.

FINRA

Published effective 14 April 2017; current rulebook checked; checked 12 October 2026.

Data period: not separately specified; check the population notes.

Context only; no numeric input.

Match the firm's registration model: ordinary FINRA members use Rule 2210; capital acquisition brokers use CAB Rule 221. Balanced, substantiated claims need review.

US Securities and Exchange Commission

Published 29 March 2023; checked 12 October 2026.

Data period: not separately specified; check the population notes.

Context only; no numeric input.

Federal M&A broker exemption is conditional. Do not imply every business broker is SEC-registered or exempt; the old no-action letter was withdrawn.

US Government Publishing Office

Published 2024 Code edition; exemption enacted 29 December 2022; checked 12 October 2026.

Data period: not separately specified; check the population notes.

Context only; no numeric input.

Federal M&A broker exemption is conditional. Do not imply every business broker is SEC-registered or exempt; the old no-action letter was withdrawn.

Google Ads

Publication date unknown, continuously maintained policy; checked 12 October 2026.

Data period: not separately specified; check the population notes.

Context only; no numeric input.

For campaigns within Google's financial-services policy, validate local-law disclosures, fees and claimed affiliations; verification depends on target location. Google financial-services campaigns require visible business and fee disclosures and substantiated affiliations. Check location-specific verification before campaign planning. For products within Google's financial-services policy, review destination disclosures and target-location regulations rather than assuming one national campaign approval.

Kitces Research

Published September 2026 (file-path month; exact day not stated); checked 12 October 2026.

Data period: not separately specified; check the population notes.

• Monthly retained revenue: $19,583.33 to $137,500.00 · USD/month · Published input

  Wealth management and RIAs: population and denominator

• Total marketing share: 2.6% · fraction of revenue · Published input

  Wealth management and RIAs: population and denominator

• First customer payment: $10,279.00 · USD/customer/year · Published input; context only, no numeric calculation input

  Wealth management and RIAs: population and denominator

2025 practice-revenue IQR $235,000-$1.65 million divided by 12; advice-centric sample, not all RIAs.

Charles Schwab

Published 2024 (report year; exact publication date not stated); checked 12 October 2026.

Data period: not separately specified; check the population notes.

• Relationship horizon: 10 · years · Planning assumption

  Wealth management and RIAs: population and denominator

Conservative planning horizon, not observed tenure. Historical 97% annual retention cannot establish a ten-year average relationship or future survival.

Kitces.com

Published 10 March 2026; checked 12 October 2026.

Data period: not separately specified; check the population notes.

• Enquiry to attended meeting: 50% · fraction of unique enquiries · Planning assumption

  Wealth management and RIAs: population and denominator

• Meeting to customer: 25% · fraction of attended consultations · Planning assumption

  Wealth management and RIAs: population and denominator

• Organic enquiry share: 0% · fraction of new enquiries · Planning assumption; context only, no numeric calculation input

  Wealth management and RIAs: population and denominator

Screening scenario, not a survey. Published interview measures qualification, not attended consultations; no transferable appointment rate found.

First Page Sage

Published 8 October 2026; checked 12 October 2026.

Data period: not separately specified; check the population notes.

• Organic versus paid enquiry cost: 1 · organic CPL / paid CPL ratio · Planning assumption; context only, no numeric calculation input

  Wealth management and RIAs: population and denominator

Neutral assumption. Vendor financial-services CPL is broader than RIAs and organic is not isolated to search; not a transferable saving.

US Securities and Exchange Commission

Published 28 April 2021; checked 12 October 2026.

Data period: not separately specified; check the population notes.

Context only; no numeric input.

SEC Marketing Rule covers SEC-registered or required-to-register advisers. Substantiate claims, balance risks, check performance presentation and testimonial conditions, and keep advertisement records. State-only advisers need their applicable state rules checked. FINRA Rule 2210 applies to member broker-dealer communications, including relevant dual-registered firms, not every standalone RIA. Recorded promotional episodes and their clips need the applicable advertising review. Do not assume an edited podcast receives the SEC exclusion for extemporaneous live oral communications.

US Securities and Exchange Commission

Published section dates vary; latest visible section 15 January 2026; checked 12 October 2026.

Data period: not separately specified; check the population notes.

Context only; no numeric input.

SEC Marketing Rule covers SEC-registered or required-to-register advisers. Substantiate claims, balance risks, check performance presentation and testimonial conditions, and keep advertisement records.

Independent Insurance Agents & Brokers of America and Reagan Consulting

Published 11 August 2025 (publisher catalog date); checked 12 October 2026.

Data period: not separately specified; check the population notes.

• Monthly retained revenue: $67,780.58 to $156,275.17 · USD/month · Published input

  Independent insurance agencies: population and denominator

• Relationship horizon: 5 · years · Planning assumption

  Independent insurance agencies: population and denominator

• Gross contribution margin: 40% to 60% · fraction of commission and fee revenue · Planning assumption

  Independent insurance agencies: population and denominator

Two selected high-performing agency cohorts' average annual revenues, $813,367 and $1,875,302, divided by 12. Not a population percentile band.

Big I Agents Council for Technology / Agency Marketing Program

Published 6 December 2013 (file-name date); checked 12 October 2026.

Data period: not separately specified; check the population notes.

• Total marketing share: 2% to 5% · fraction of commission and fee revenue · Planning assumption

  Independent insurance agencies: population and denominator

Vendor estimate used as a planning range, not survey evidence. Historical ACT figures use operating-budget share, not revenue.

Insurance Agency Trader / Insurance Dudes

Published 14 April 2025; updated 16 May 2026; checked 12 October 2026.

Data period: not separately specified; check the population notes.

• Total marketing share: 2% to 5% · fraction of commission and fee revenue · Planning assumption

  Independent insurance agencies: population and denominator

Vendor estimate used as a planning range, not survey evidence. Historical ACT figures use operating-budget share, not revenue.

BrightFire

Publication date unknown; checked 12 October 2026.

Data period: not separately specified; check the population notes.

• SEO supplier fees: $290.00 to $999.00 · USD/month · Published input; context only, no numeric calculation input

  Independent insurance agencies: population and denominator

Observed public asking-price span: BrightFire SEO bundle $290; Stratosphere marketing starts $799/$999. Bundled scopes differ; not an expenditure distribution.

Stratosphere

Publication date unknown; checked 12 October 2026.

Data period: not separately specified; check the population notes.

• SEO supplier fees: $290.00 to $999.00 · USD/month · Published input; context only, no numeric calculation input

  Independent insurance agencies: population and denominator

Observed public asking-price span: BrightFire SEO bundle $290; Stratosphere marketing starts $799/$999. Bundled scopes differ; not an expenditure distribution.

National Association of Insurance Commissioners

Published 2024 Spring edition; checked 12 October 2026.

Data period: not separately specified; check the population notes.

Context only; no numeric input.

NAIC Model 880 restricts misleading coverage, premium and insurer claims, but a model is not binding law until adopted. Verify each state's enacted rules.

Missouri Revisor of Statutes

Published effective 28 August 1991; current statute page checked; checked 12 October 2026.

Data period: not separately specified; check the population notes.

Context only; no numeric input.

Missouri example: RSMo 375.936 prohibits deceptive insurance advertising and policy misrepresentation. Coverage comparisons and scripts need policy-specific fact review.

PELORA Marketing

Publication date unknown; checked 12 October 2026.

Data period: not separately specified; check the population notes.

Context only; no numeric input.

Background research from the source inventory. It provides context, without setting a numeric planning input.

Kitces Research

Published 16 June 2025; checked 12 October 2026.

Data period: not separately specified; check the population notes.

Context only; no numeric input.

Background research from the source inventory. It provides context, without setting a numeric planning input.

Independent Insurance Agents & Brokers of America

Published 12 August 2026 (publisher catalog date); checked 12 October 2026.

Data period: not separately specified; check the population notes.

Context only; no numeric input.

Background research from the source inventory. It provides context, without setting a numeric planning input.

International Business Brokers Association

Publication date unknown archive; checked 12 October 2026.

Data period: not separately specified; check the population notes.

Context only; no numeric input.

Background research from the source inventory. It provides context, without setting a numeric planning input.

Reagan Consulting

Publication date unknown index; episodes include 2025 and 2026 subjects; checked 12 October 2026.

Data period: not separately specified; check the population notes.

Context only; no numeric input.

Background research from the source inventory. It provides context, without setting a numeric planning input.

ConnectWise / Service Leadership

Published 2026 edition; exact publication date unstated; checked 12 October 2026.

Data period: not separately specified; check the population notes.

• Total marketing share: 1.8% · percent of revenue · Published input

  IT providers and MSPs for midsize companies: population and denominator

• Organic enquiry share: 20% · percent of new enquiries · Planning assumption; context only, no numeric calculation input

  IT providers and MSPs for midsize companies: population and denominator

ConnectWise reports Service Leadership internal best-in-class marketing budget of 1.8% of revenue. Not the whole sales-and-marketing function, a population median, or a recommended growth target. Report also says 51% spend under USD 10,000 annually; revenue denominator not given.

Kaseya

Published March 2024 (upload month; exact day unstated); checked 12 October 2026.

Data period: not separately specified; check the population notes.

• First customer payment: $5,000.00 to $15,000.00 · USD/client/month · Planning assumption

  IT providers and MSPs for midsize companies: population and denominator

• Relationship horizon: 3 · years · Planning assumption

  IT providers and MSPs for midsize companies: population and denominator

• Repeat payment: $5,000.00 to $15,000.00 · USD/client/month · Planning assumption

  IT providers and MSPs for midsize companies: population and denominator

Midsize-buyer scenario: 50 to 100 billed users at approximately USD 100 to 150/user/month, rounded. Historical Kaseya rates supply context, not measured midsize agreement values. Its general-client average-contract MRR bins include USD 2,501 to 5,000. Exclude setup and hardware unless explicitly modeled.

First Page Sage

Published 8 October 2026; checked 12 October 2026.

Data period: not separately specified; check the population notes.

• Organic versus paid enquiry cost: 0.6967 · ratio: organic CPL / paid CPL · Published input; context only, no numeric calculation input

  IT providers and MSPs for midsize companies: population and denominator

• Organic versus paid enquiry cost: 0.6028 · ratio: organic CPL / paid CPL · Published input; context only, no numeric calculation input

  Civil engineering and AEC firms: population and denominator

• Organic versus paid enquiry cost: 0.5849 · ratio: organic CPL / paid CPL · Published input; context only, no numeric calculation input

  B2B SaaS: population and denominator

Derived 418/600 from IT & Managed Services USD CPL. Vendor portfolio study, January 2022 to August 2026, per-industry sample sizes not disclosed. Organic is a channel group, not search alone; no causal savings promise.

C4 Solutions

Published 14 September 2026; updated 21 September 2026; checked 12 October 2026.

Data period: not separately specified; check the population notes.

• SEO supplier fees: $3,000.00 to $10,000.00 · USD/month · Published input; context only, no numeric calculation input

  IT providers and MSPs for midsize companies: population and denominator

Vendor guidance: entry USD 3,000 to 5,000; growth USD 5,000 to 10,000; nationwide can exceed USD 10,000. This encodes entry through growth scope, not a closed upper market bound or an independent buyer-spend survey.

Google

Publication date unknown; checked 12 October 2026.

Data period: not separately specified; check the population notes.

Context only; no numeric input.

Google restricts third-party consumer technical support ads but expressly allows technical support supplied exclusively to businesses. Review service pages and ad destinations for an accurate B2B scope; do not assume all MSP advertising is prohibited.

Federal Trade Commission

Published 23 November 1984; checked 12 October 2026.

Data period: not separately specified; check the population notes.

Context only; no numeric input.

Substantiate objective service, security, performance and savings claims before publication. Evidence checks and client approval add work to case studies and podcast scripts.

Federal Trade Commission

Publication date unknown; checked 12 October 2026.

Data period: not separately specified; check the population notes.

Context only; no numeric input.

Substantiate objective service, security, performance and savings claims before publication. Evidence checks and client approval add work to case studies and podcast scripts. No general licensing-board content review applies to ordinary agency services in the sources reviewed. Client work in regulated sectors needs that sector's own review rules; this is a scope limitation, not a blanket legal exemption.

Deltek

Published 25 September 2026; checked 12 October 2026.

Data period: not separately specified; check the population notes.

• Monthly retained revenue: $155,568.00 to $777,838.00 · USD/month of net service revenue · Planning assumption

  Civil engineering and AEC firms: population and denominator

• Gross contribution margin: 35% to 50% · percent of net service revenue · Planning assumption

  Civil engineering and AEC firms: population and denominator

Selected 10 to 50 employee design-consultancy scenario: USD 186,681 median annual net revenue/employee multiplied by assumed headcount then divided by 12, rounded. Not a surveyed revenue distribution. Net revenue excludes pass-throughs; do not mix it with gross billings or construction-company turnover.

Zweig Group

Published 24 September 2025; checked 12 October 2026.

Data period: not separately specified; check the population notes.

• Total marketing share: 3% to 6% · percent of net service revenue · Planning assumption

  Civil engineering and AEC firms: population and denominator

Editable planning band allowing marketing staff and content plus some external support. Zweig's public release gives a USD 400,000 median annual marketing budget but no matching revenue denominator; no percentage can responsibly be derived. Seller-doer pursuit time and sales costs may be separate.

Deltek

Published 13 May 2025; checked 12 October 2026.

Data period: not separately specified; check the population notes.

• Meeting to customer: 25% · percent of attended scoping consultations · Planning assumption

  Civil engineering and AEC firms: population and denominator

Conservative scenario, not observed inbound close rate. Deltek reported 50% median proposal win rate in 2025; its 2026 commentary says win rates declined. Submitted, selected proposals are a later denominator than consultations; do not transplant the 50% rate.

Deltek

Published 9 July 2026; checked 12 October 2026.

Data period: not separately specified; check the population notes.

• Meeting to customer: 25% · percent of attended scoping consultations · Planning assumption

  Civil engineering and AEC firms: population and denominator

Conservative scenario, not observed inbound close rate. Deltek reported 50% median proposal win rate in 2025; its 2026 commentary says win rates declined. Submitted, selected proposals are a later denominator than consultations; do not transplant the 50% rate.

Social Animal

Publication date unknown; checked 12 October 2026.

Data period: not separately specified; check the population notes.

• SEO supplier fees: $5,000.00 to $12,000.00 · USD/month · Published input; context only, no numeric calculation input

  Civil engineering and AEC firms: population and denominator

Vendor's general B2B pricing block advertises USD 5,000 to 12,000/month; the engineering FAQ says USD 5,000 to 10,000/month. This preset preserves the broader displayed band and flags the inconsistency. Supplier price evidence, not typical buyer spending; confirm currency and scope before reliance.

National Society of Professional Engineers

Published July 2019 (revision); checked 12 October 2026.

Data period: not separately specified; check the population notes.

Context only; no numeric input.

NSPE's professional code requires accurate qualifications, truthful public statements, proper project credit and protection of client confidences. Get project and image permission and engineer review. NSPE is a professional society, not the licensing regulator.

Texas Board of Professional Engineers and Land Surveyors

Published 7 January 2026 (compilation effective date); checked 12 October 2026.

Data period: not separately specified; check the population notes.

Context only; no numeric input.

Texas is a jurisdiction example: board rules address truthful engineering assertions, false or misleading solicitation, confidentiality and unlicensed practice. Check every state served and the accuracy of licensed-firm and professional credentials. Licensed technical review adds work; the Texas compilation is not a national rule.

SaaS Capital

Published 10 June 2026; checked 12 October 2026.

Data period: not separately specified; check the population notes.

• Monthly retained revenue: $250,000.00 to $416,667.00 · USD/month equivalent ARR · Planning assumption

  B2B SaaS: population and denominator

• Total marketing share: 8% · percent of ARR · Published input

  B2B SaaS: population and denominator

Selected USD 3 million to 5 million ARR cohort divided by 12, rounded. Cohort selection is an assumption, not the typical revenue range of all small and midsize SaaS firms. ARR equivalent is not necessarily recognized monthly revenue.

SaaS Capital

Published 14 August 2026; checked 12 October 2026.

Data period: not separately specified; check the population notes.

• Monthly retained revenue: $250,000.00 to $416,667.00 · USD/month equivalent ARR · Planning assumption

  B2B SaaS: population and denominator

• First customer payment: $25,278.00 · USD/client/annual contract · Published input; context only, no numeric calculation input

  B2B SaaS: population and denominator

Selected USD 3 million to 5 million ARR cohort divided by 12, rounded. Cohort selection is an assumption, not the typical revenue range of all small and midsize SaaS firms. ARR equivalent is not necessarily recognized monthly revenue.

High Alpha

Published 11 November 2025 (release); metrics Q2 2025; checked 12 October 2026.

Data period: 11 November 2025 (release); metrics Q2 2025.

• Gross contribution margin: 60% to 85% · percent of software revenue · Published input

  B2B SaaS: population and denominator

2025 High Alpha survey software gross-margin interquartile range for USD 1 million to 5 million ARR firms; median 77%. Includes the selected cohort but is broader. Survey of 800+ companies, mostly US; Q2 2025 metrics. Implementation and AI inference costs can change realized margins.

SaaS Capital

Published 24 April 2026; checked 12 October 2026.

Data period: not separately specified; check the population notes.

• Relationship horizon: 3 · years · Planning assumption

  B2B SaaS: population and denominator

Conservative planning horizon, not measured logo retention. SaaS Capital reports gross revenue retention, which includes contraction and cannot be inverted into customer lifespan. Renewal, expansion and discounting should be handled separately.

First Page Sage

Published 11 June 2025; checked 12 October 2026.

Data period: not separately specified; check the population notes.

• Enquiry to attended meeting: 20.91% · percent of new enquiries · Planning assumption; context only, no numeric calculation input

  B2B SaaS: population and denominator

• Meeting to customer: 17.64% · percent of attended consultations · Planning assumption; context only, no numeric calculation input

  B2B SaaS: population and denominator

Proxy scenario: vendor SEO lead-to-MQL 41% multiplied by MQL-to-SQL 51%. SQL means sales-qualified stage, not a verified attended consultation. Vendor clients generally larger than this preset; treat as assumption and replace with attended-demo data.

Source stage does not establish this attended-meeting denominator. Enter your actual matching stage; original research is retained below.

This measure is incompatible with the calculation and is not loaded as an input.

Google

Published 23 September 2025; checked 12 October 2026.

Data period: not separately specified; check the population notes.

Context only; no numeric input.

Google's subscription and trial advertising rules require clear payment model and full costs. Free-trial promotion needs duration and subsequent automatic-charge disclosures. Review ads, comparison pages and conversion destinations together.

SE Ranking / Duda

Published 13 December 2024; checked 12 October 2026.

Data period: not separately specified; check the population notes.

• SEO supplier fees: $3,000.00 to $10,000.00 · USD/month · Planning assumption; context only, no numeric calculation input

  B2B SaaS: population and denominator

• SEO supplier fees: $1,000.00 to $5,000.00 · USD/month · Planning assumption; context only, no numeric calculation input

  Marketing and web agencies: population and denominator

Chosen specialist B2B content/technical program scenario. No credible representative SaaS buyer-spend distribution found. Generic supplier surveys include cheaper small/local programs and do not establish this SaaS-specific range.

Federal Trade Commission

Published June 2023 (updated guidance); checked 12 October 2026.

Data period: not separately specified; check the population notes.

Context only; no numeric input.

Customer endorsements must reflect real experience and material connections must be disclosed. Obtain permission and review evidence for case-study performance claims and sponsored audio. Agencies can be responsible for deceptive endorsements and undisclosed material connections. Verify testimonial permission, client outcomes and sponsorship disclosure in text and audio.

Federal Trade Commission

Publication date unknown; original publication date not established; checked 12 October 2026.

Data period: not separately specified; check the population notes.

Context only; no numeric input.

Commercial B2B email is subject to CAN-SPAM. Review outsourced distribution templates and opt-out handling as part of content operations. CAN-SPAM applies to commercial B2B email and can involve both the promoted business and service provider. Distribution operations need accurate message identification and functioning opt-out processes.

Promethean Research

Published 19 April 2026; checked 12 October 2026.

Data period: not separately specified; check the population notes.

• Monthly retained revenue: $50,000.00 to $250,000.00 · USD/month · Planning assumption

  Marketing and web agencies: population and denominator

Selected USD 0.6 million to 3 million annual planning band, not survey percentiles. Promethean's 2025 design and marketing category means were USD 1.77 million and USD 1.96 million annually. Their sample means do not define a typical firm distribution.

Promethean Research

Published 2026 edition; exact publication date unstated; checked 12 October 2026.

Data period: not separately specified; check the population notes.

• Total marketing share: 5% · percent of revenue · Planning assumption

  Marketing and web agencies: population and denominator

Chosen marketing-only share below Promethean's 7% combined sales-and-marketing average, which includes salaries/media. The split is not published here; 5% is an editable allocation assumption.

Promethean Research

Published 2023 edition; July upload; exact day unstated; checked 12 October 2026.

Data period: not separately specified; check the population notes.

• Gross contribution margin: 45% · percent of revenue · Published input

  Marketing and web agencies: population and denominator

Historical arithmetic: 100% minus 55% COGS guidance in 2023 report page 16, drawing on 2022 outlook. A published industry guideline, not a 2026 observed average. Current net-profit statistics are not gross margin; overwrite with accounts.

AgencyAnalytics

Published 2026 edition; exact publication date unstated; checked 12 October 2026.

Data period: not separately specified; check the population notes.

• Relationship horizon: 2 to 5 · years · Published input

  Marketing and web agencies: population and denominator

• Organic enquiry share: 15% · percent of new enquiries · Planning assumption; context only, no numeric calculation input

  Marketing and web agencies: population and denominator

Modal self-reported average-client-lifespan band: 43% of surveyed agencies selected two to five years. Vendor survey of 494 professionals, February to April 2026. Not a survival curve or population mean; validate for project versus retainer clients.

PELORA Marketing

Publication date unknown; checked 12 October 2026.

Data period: not separately specified; check the population notes.

Context only; no numeric input.

Background research from the source inventory. It provides context, without setting a numeric planning input.

MSP Sales Podcast

Publication date unknown show page; latest visible episode 2026-10-05; checked 12 October 2026.

Data period: not separately specified; check the population notes.

Context only; no numeric input.

Background research from the source inventory. It provides context, without setting a numeric planning input.

Sounds Profitable / American Public Media / Signal Hill Insights

Published 14 January 2025; report December 2024; fieldwork June 2024; checked 12 October 2026.

Data period: not separately specified; check the population notes.

Context only; no numeric input.

Background research from the source inventory. It provides context, without setting a numeric planning input.