Access Your RevGen Dashboard

You're Great at What You Do. Revenue Shouldn't Be the Hard Part.

PlanGenX

Your Full-Cycle Revenue Partner — From the First Ad to the Closed Deal

Start With a Revenue Blueprint

Takes 10 minutes.

Rooted in New England. Built for Service Businesses Everywhere.

Why Service Businesses Struggle to Grow — And How We Fix It

Most service businesses don't struggle because of effort — they struggle because nobody ever built them a real revenue system. We see it every day across New England and beyond. Leads go cold. Ads don't convert. The CRM sits empty. The best clients came from referrals that were never actually asked for. That's not a hustle problem. That's a systems problem. And it's exactly what we fix

Data-driven marketing impact analysis

How PlanGenX Builds Predictable Growth

Diagnose

Paid 30-day diagnostic that uncovers:

• Lead leakage
• CRM gaps
• Conversion bottlenecks
• Automation opportunities

Install

System Implementation

• CRM & pipeline architecture
• Automated follow-up flows
• Conversion-optimized intake
• Tracking & attribution setup

Optimize

Ongoing Performance Optimization

• Conversion monitoring
• Automation refinement
• Messaging improvements
• ROI tracking

Two divisions. One revenue engine. Marketing and RevOps working together so nothing falls through the cracks.

Request a 15-Minute Revenue Fit Call

Your Revenue — Always Visible. Always Moving.

Every PlanGenX client gets access to RevGen — your real-time revenue dashboard. See your full funnel, track every lead, and know exactly where your growth stands. No more guessing.

RevGen Dashboard
Apr 2026
Client: Your Business Name Here
Total leads this month
47
↑ 18% vs last month
Close rate
34%
↑ 6pts vs last month
Revenue closed
$38,400
↑ 22% vs last month
Pipeline value
$91,200
↓ 3% vs last month
Revenue funnel
Impressions
12,400
12.4k
Clicks
847
847
Leads captured
47
47
Proposals sent
22
22
Deals closed
16
16
Recent activity
New lead — website form
Today, 9:14am
New
Proposal sent — follow-up
Today, 8:02am
Pending
Deal closed — consultation
Yesterday, 4:30pm
Closed
Lead went cold — no response
Yesterday, 2:15pm
Cold
This week's action items
Follow up on 3 cold leads
Review Google ad performance
Send referral request to closed clients
Update CRM — 4 pending contacts
Monthly strategy call — Thu 2pm
Ad spend this month
$1,240
↑ Budget on track
Cost per lead
$26.38
↓ 12% vs last month
Click-through rate
6.8%
↑ 1.2pts vs last month
Landing page converts
5.6%
↑ 0.8pts vs last month
Active campaigns
Lost leads / low close rate
Google Search · Variant A
$0.94 CPC
Top performer
Revenue inconsistency
Google Search · Variant B
$1.12 CPC
Monitoring
Too busy to grow
Google Search · Variant C
$1.38 CPC
Monitoring
No system in place
Google Search · Variant D
$1.61 CPC
Under review
Recent leads
JM
J. Moretti
Google Ad · Variant A · Apr 9
New
SR
S. Rivera
Landing page organic · Apr 8
Nurture
TP
T. Patterson
LinkedIn Ad · Apr 7
Pending
KW
K. Wu
Referral · Apr 6
Closed
Weekly lead volume
8
Wk 1
11
Wk 2
14
Wk 3
14
Wk 4 ↗
Avg response time
4.2 hrs
↓ 38% vs last month
Proposal close rate
72%
↑ 8pts vs last month
Avg deal size
$2,400
↑ 14% vs last month
Referrals generated
6
↑ 3 vs last month
Pipeline stages
New leads
12
$28,800
Contacted
8
$19,200
Proposal sent
5
$12,000
Negotiating
3
$7,200
Closed won
16
$38,400
Nurture sequence performance
1
Initial follow-up email
68% open
2
Value content send
44% open
3
Call attempt #1
31% connect
4
Final re-engage email
22% response
Retention & referrals
Clients active 90+ days8 of 9
Referral requests sent9
Referrals received6
Referral close rate83%
Next strategy callThu Apr 11 · 2pm
Begin Your Revenue Blueprint

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