Northstar Digital — Agency Cockpit

Digital marketing agency · clients, funnel, scoreboard & the path to $5k/mo
Goal $5,000/mo saved ✓

The whole machineMaster plan — $0 → $5,000/mo

Two inputs feed one pipeline. Cold email is the free base you own; Facebook ads are the optional paid accelerant. Both pour into the same funnel: a cheap front-door site → a warm upsell to the recurring money-maker → recurring stacks to the goal.

Cold email free · you own it Facebook ads paid accelerant Pipeline leads → replies → calls $299 site front door warm upsell $750/mo Job Catcher Recurring stacks $5,000/mo

Honest framing: cold email is the cheap, ownable base that works day one; ads are an optional paid layer that fills the pipeline faster (but cost real money up front). Stacked, the two compound — multi-channel contractors in one 44k-lead study saw +479% pipeline value with 2 channels, +867% with 3.

The levers & the mathWhat moves the machine

Reply rate
1–3%
per cold email sent
Close rate
~25%
of booked calls (warm)
Monthly churn
4–5%
service clients stick ~20 mo
Avg recurring / client
$750
live from your roster
CAC — cold email
~$0
cash; ~1 hr/day of time
CAC — paid ads
$800
per acquired client (live)
$5k — email only
mo 5
model · see Calculator
$5k — email + ads
mo 3
model · see Paid Ads

Estimates, not promises. Reply / close / churn are funnel benchmarks; avg-recurring and the CAC + time-to-$5k tiles update live from your Clients roster and the Paid Ads calculator. Realistic time-to-$5k usually lands 2–3 months later than the model — the first weeks are slow until you have proof.

The front-end-offer principleWhy it works

Never cold-sell the expensive thing. Lead with a free test-drive (audit Loom + a rebuilt site preview), close the easy $299 yes, deliver, then warm-upsell the $750/mo money-maker ~2 months later. Confirmed by operators sending millions of emails. ~7 retained $750 clients = ~$60k/yr — and most of it repeats without new selling.

Unit economicsIs acquisition even profitable?

Live from your roster + spend assumptions. The two numbers that decide if the machine works: what a client is worth vs. what they cost to win, and how fast you make it back.

LTV : CAC ratio (target ≥ 3:1)
Client LTV (avg recurring ÷ churn)$0
Blended CAC (all spend ÷ new clients)$0
CAC payback (target < 12 mo)

Blended CAC = (cold-email spend + ad budget) ÷ (email closes + ad clients) — usually 30–50% higher than the platform-reported number, and the honest one. Pulls from your Calculator + Paid Ads sliders.

Scope, on purposeWhat this cockpit deliberately leaves out

Best-in-class for a solo operator means a few decision-driving numbers, not a 100-metric data lake. These are real tools — just overkill until you have a team / dozens of clients:

×
Multi-touch attribution software — single-source stamping (the Source field on each client) is enough until you run many channels.
×
Full cohort-retention matrices & NRR dashboards — too few monthly cohorts to be meaningful; blended churn is the honest read now.
×
Granular billable-utilization suites — capacity is a one-line "can I take another client?" gut check at this size, not an analytics product.
Sources & last-verified — 2026-06-21. Every projected number is an estimate; benchmarks vary by trade, market and season, and tool prices change — re-check before you rely on them.
FB/Meta contractor ads: theedigital · mwolfmedia · leadsync · adamigo 2026 Cold-email tools: Smartlead · Instantly · send limits MailReach Lead data / scrape: Outscraper · ScraperCity · Apollo AI voice / CRM / telephony: Retell · GoHighLevel · Twilio Missed-call economics: Invoca (~27% unanswered, platform data); the "62% / 85% / $1,200" figures are widely-cited vendor stats (411 Locals / PATLive) — treat as directional. Job values: HomeAdvisor · Angi — roofing ~$10k, HVAC replacement ~$7.5k. How CPL works: CPL identity · Meta auction · WordStream benchmarks · raw→qualified CPL · Learning Phase Niche CPL table + agency KPIs: Sotros · M.Wolf · WebFX · Swydo (churn) · MRR waterfall · LTV:CAC