2027 Budget Planner With a Trust DiscountLead-gen editionLead-gen edition

Budget on Real Leads. Plan 2027 on real leads, not form fills. Turn each channel's cost per lead into cost per real lead, using your own inbox or CRM count, then plan by channel and month, work your revenue goal back to real leads per working day, and see how many months a real lead takes to pay for itself.

many junk leads

What you get (+1 bonus)

A trust % for every channel
, from six yes/no questions about its tracking. The weights are visible and editable: starting points, not benchmarks. "Don't know" counts as half a No.
Reported vs trusted, side by side
ROAS for shops, cost per lead vs cost per real lead for lead-gen, and one line that shows whether your platforms together claim more sales or leads than you actually had.
Your 2027 budget by channel and by month
, with peak months flagged (Black Friday 2027 is on 26 November) and a what-if for moving money from your least trusted channel. Google Ads, Meta Ads, TikTok Ads and Microsoft Ads rows are ready; rename a row for LinkedIn Ads, Pinterest or anything else you run.
Goal to daily inputs
your 2027 revenue goal worked back to orders (shops) or customers and real leads (lead-gen), then to ad spend at the ROAS or cost per real lead you trust, per month and per working day, and whether your planned budget covers it.
A payback view for lead-gen
how many months until a real lead's gross profit covers what it cost, overall and channel by channel.
An email to forward to your boss
, filled in with your own results, a filled-in example tab, and a "What this can't tell you" tab that is honest about the limits.
+1 bonus
An AI skill for Claude, ChatGPT, Gemini or Copilot
that applies this to your own numbers.

Free · about 15 seconds

Who it's for, and who it's not for

The founder of a small online accessories shop and her bookkeeper go through a printed budget sheet at a meeting table.

Who it's for

Owners, marketing leads and finance people setting 2027 ad budgets on 2026 platform numbers, in online shops and lead-gen businesses alike.
Agencies and freelancers who plan budgets with clients and want the doubts about each channel's tracking written into the plan, not left in someone's head.
Anyone running two or more of Google Ads, Meta, Microsoft Ads, TikTok or LinkedIn who suspects the platforms count some of the same sales or leads.

Who it's not for

Teams that already reconcile order-level or CRM-level attribution every month - you'll know most of this.
Anyone without their own 2026 store revenue or lead count: the planner needs the real number to check the platforms against.

What's inside

Under an hour

Honest note

The trust % is your own estimate, not a measurement: it turns your answers into a discount with weights you can change, and it can only discount, never add back sales or leads the platforms missed. It can't say which platform claimed which order or lead, and every expected figure is straight-line maths - a planning estimate, not a forecast. Trackian replaces the guess with a nightly check.

Free · about 15 seconds