What does year one look like for your portfolio?
Three sliders: associations, doors, cost per door. New contracts, churn prevented, and year-one revenue, modeled on Alloy partner benchmarks.
What the sliders assume.
The lift assumption
3.2× new contracts is modeled on Apex CMG*’s 535% lead intake increase, normalized to a typical CAM close rate. Conservative against our top quartile. “Today” assumes you win new contracts equal to 5% of the associations you manage.
The retention assumption
A 30% reduction on a 12% baseline churn rate. Engineered through BoardRetain: board education, satisfaction systems, reputation, communications cadence.
The fee assumption
Annual fee = doors × cost-per-door × 12. Most CAM firms run between $14–$28 per door per month. Year-one impact is new contracts plus associations retained, times that fee.
* Client name and identifying details changed. Results are real and on file.
Read the case studyAn estimate, not a quote.
The model gives you a directional answer in 30 seconds. The Strategic Review gives you a real one.
Real outcomes depend on engagement scope, market dynamics, current sales motion, and what’s already working. Some firms see the modeled lift inside 12 months; others take 18. A handful exceed it. None of that shows up in a slider.
Use this to decide whether the conversation is worth having. If the year-one number is meaningful to your business, the next step is a 30-minute call where we pressure-test it against your actual data.