MyStrategyPlan.me - Marketing Strategy Software — Guide

YourValidator

Tool guide – complete reference

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Status: October 2026 · applies to YourValidator.com (EN); YourValidator.org and MyStrategyPlan.me follow

© 2026 · YourValidator.com

This guide describes every function of the calculator – from initial setup through saturation per channel to ongoing strategy management. You can read it from start to finish or jump straight to a step. Steps 13 to 19 explain in detail how the tool calculates saturation, how to enter assumptions correctly and how to assess the results.

The tool runs entirely in your browser. All inputs stay local (localStorage); no planning data is transferred to YourValidator. After the first visit, the calculation also works offline. Only if you use the optional AI functions does your browser send the request, with your own API key, directly to the AI provider you have chosen.

Open the calculator and follow alongNo sign-up. No email. Start right away.

Your strategic roadmap – 7 steps to a fully calculated marketing strategy

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Before you start the step-by-step guide: this roadmap shows the way from first orientation to ongoing strategy management.

A

Orientation & inspiration

Open the tool and explore the preset example values. Let the channels, visualisations and results inspire you. Find out which channels are generally relevant for your business, your industry and your target group. No figures of your own yet – just orientation.

B

Master strategy: define the channels

Select the channels for your master strategy – ongoing channels as well as one-off actions such as a trade fair. Enter your own researched figures, experiment with benchmark values or use the optional benchmark ranges for orientation. This selection is the foundation of all further calculations.

C

Configure the standard inputs

Enter your base data: customer label, strategy duration, currency, average order value, profit margin, city and industry. These values apply to all channels at once and form the basis of every calculation.

D

Take the parameters into account

Refine your strategy with the qualitative and mathematical parameters: regionality, market position, seasonality, halo for channel synergies and the potential per channel for diminishing returns. Every parameter affects the overall result directly and in real time.

E

Calculate, save & review the master strategy

Calculate your complete strategy with all metrics, break-even analysis, customer lifetime value and target back-calculation. Read the saturation level and marginal cost in every channel box. Save the result as your master plan. Review and finalise the figures together with your agency or marketing team – on the same mathematical basis.

F

Present the master strategy

Use your calculated master strategy as the basis for presentations: in partner meetings, at the bank, with your accountant or as an interactive live forecast meeting directly in the tool in full-screen mode. Every question is recalculated in real time – with your own figures.

G

Create & refine ongoing plans

Continuously create new plan variants, refine scenarios and save each state as a separate plan. Compare each new plan with your master strategy – with differences and trend arrows. This keeps your strategy current and traceable.

Step-by-step guide

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Step 1

Set up the tool header

Upload a company logo or personal portrait – max. 0.5 MB.

Click the file field under "Upload logo". Supported formats: JPG, PNG, GIF, WebP. The logo is shown at the top of the tool and in the PDF. "Delete" removes it and clears it from browser storage.

Step 2

Enter a company name or your own name

Free text field right next to it. The name is suggested as the default plan name when saving and appears in the backup file name. It is included in the PDF.

Step 3

Upload a company or personal header photo – max. 2 MB

Additional image for the page header. Same formats as the logo. Included in the PDF.

Step 4

Enter a heading

Second text field for an optional subtitle or section name – for example "Forecast meeting" or "Strategy planning".

Step 5

Save or delete inputs automatically

Function	Effect
Yes, save inputs	Activates automatic saving in browser storage (localStorage). From then on every change is saved, including the halo connections. On the next visit the tool loads the data automatically – no click needed. Without this consent, inputs are not saved.
Delete inputs	Turns saving off and deletes the saved inputs, including halo, immediately and irreversibly. The page stays as it is; on the next visit the tool starts with the preset example values.
Delete saved data	Only visible while saving is active. Deletes the saved inputs and resets the page immediately: example values, custom channels removed, halo empty, customer label and currency back to default.
Status indicator	Shows whether saving is active.

Your own settings and saved items are not deleted automatically: saved plans (individually via "Delete plan", step 22), logo and header image (their own delete buttons, steps 1 and 3), company name and heading (clear the field by hand) and API keys (clear the field and save).

Browser storage is not an archive. Save every final plan as a backup on your device (step 27). To work on two plans in parallel, use two different browsers, not two tabs in the same browser.

Step 6

Base data

Field	Meaning
City / region	No effect on the calculation – shown in the PDF
Industry / field	No effect on the calculation – shown in the PDF
Average order value	Average revenue per customer won
Profit margin (%)	Share of revenue that remains as profit. Order value × profit margin gives the contribution margin per customer – the figure against which marginal cost and break-even budget are measured.
Customer label	Customers, clients, members, patients
Currency	$, €

Step 7

Strategy period & global change

Set the total duration of the strategy in months and the start month. The start month determines which seasonal value falls on which strategy month.

The global results field (± %, excluding paid campaigns) changes the results of all channels except paid at once, by a percentage – for example −20 % as a recession assumption or +30 % for a new regulation. Negative values are explicitly allowed. The setting changes the results, not the conversion rates you entered.

Step 8

Investment for setup and support

Field	Meaning
One-off initial investment	Website, setup, onboarding costs – included in the ROI calculation
Ongoing support budget per month	Monthly operating costs – included in the total cost calculation

Step 9

Market factors

Drop-down fields set qualitative market conditions as well as market position. Each factor acts as a multiplier on the overall results.

Factor	Range
Regionality / location	rural (0.8) to metropolis (1.2)
Market position	new company (0.7) to market leader (1.3)

Both settings are combined and shown as an overall value.

Seasonality factors

A percentage value per month. The values are converted and colour-coded:

Colour	Range
blue	seasonal standard – 96 % to 104 %
red	seasonal weakness – below 95 %
green	seasonal strength – from 105 %

Seasonality does not apply to action channels (step 17), because the month of an action is chosen deliberately.

Step 10

Marketing channels

Each channel has a switch. Deactivated channels are not included in the calculations.

Preset standard channel	Main metric (base field)	Channel type
SEO	Search volume per month	Pull
PR	Reach per month (people)	Push
Social media	Reach per month	Push
Email	Emails sent per month	Owned
Offline	People reached per month	Push
Referral	Own customers × referral rate + own referrals per month	Owned
Paid	Daily budget and cost per click	Pull (click)

Add unlimited channels with one click: 20 templates to choose from – including "Trade fair / event (action)" – plus fully custom channels.

Optional: enter an alternative order value per channel. The average order value is shown in the overall result and carried over into the CLV strategy calculator.

Source of values

Next to the "Channel active" and "Timeline active" switches is the "Source of values" selection. Here you state for each channel where its values come from:

Option	Meaning
not specified	Default, no information
Measured	own data, analytics, CRM
Experience-based	past campaigns, industry benchmarks
Estimate	new channel, no data

The field is for information only and has no effect on the calculation. The selected source appears in the channel box (step 18) and in the PDF under "Assumptions per channel" (step 28), and it is kept with plans, backups and automatic saving. The AI only sets the field if you state the source in your prompt yourself. This way every reader of the plan can see which figures are backed by data and which are assumptions.

Step 11

Channel inputs

Every active channel has a four-stage funnel: the base field (search volume, reach, emails sent …), a first rate (CTR, engagement, open or response rate), the rate to lead and the rate to customer – plus the monthly budget. For paid, daily budget and cost per click replace the base field: budget ÷ CPC gives the clicks. All metrics are shown in detail per channel, including the calculated channel results.

The budget per channel is entered manually. How the budget affects customers is determined by the saturation model (step 13) – not by a fixed link.

Halo attribution

Enter the source channels, the percentage effect, the lag (delay in months) and the decay (decay rate in percent per month).

Parameter	Definition
Source channel	Channel that generates the halo (e.g. PR, offline, a trade fair)
Effect	Total halo on the target channel as a percentage of the source's customers
Lag	Delay in months until the halo starts
Decay	Decay rate in percent per month

Halo customers do not arrive immediately but with a delay. The lag sets how many months after the activity in the source channel the halo begins. The decay then distributes it over the following months. At 15 %, 15 % arrive in the first month, 15 % of the remainder in the next month, and so on.

Every month in the source channel generates new halo customers. Whatever arrives only after the end of the strategy period does not count in the result. The tool shows this part separately as "halo after the period".

• In total, 60 × 20 % = 12 halo customers arise.
• 5.4 of them arrive within the 12 months and count in the result.
• 6.6 arrive only afterwards. The PR customers from months 11 and 12 take effect only from month 13 because of the lag. The earlier customers have not fully arrived by the end of the period because of the decay.

Important:

• The halo percentage is always the total amount. Lag and decay only distribute it over time.
• A smaller decay does not mean more halo. It just arrives more slowly, and more of it falls after the period.
• Decay 0 is the special case without distribution: the whole halo arrives at once in the first month (after the lag).
• Halo adds customers in the target channel. It does not change the target channel's saturation curve or potential.

Note on values from other sources: retention α is often given instead of decay. Then decay = 1 − α, so α 0.85 → decay 15 %.

The logistic timeline model (ramp-up curve)

Visibility grows non-linearly, especially for SEO and PR, following an S-curve: first a creation period without returns, then a flat ramp-up phase, the steep rise and finally levelling off at the target volume.

Parameter	Definition
Creation period	Months without returns (e.g. building content)
T	Time to target visibility in months
t₀	Inflection point: t₀ = T × inflection point (% of the visibility period); default 50 %
k	Steepness, linked to the visibility period: k = max(0.5 ; 4 / T)

The normalisation fixes the curve: the start of the ramp-up phase begins at exactly 0.00, and the end of the visibility period lands precisely at 1.00.

• SEO and PR reflect the real ramp-up dip. No month-1 illusion – this protects working capital and calculates break-even correctly.
• Paid jumps straight to factor 1.00 from month 1 when the visibility period is 0.

Step 12

Add and delete channels, show benchmarks

"Add channel" lets you create unlimited custom channels with an individual name: as a standard funnel, as a paid/CPC channel with daily budget or as a referral/network channel, optionally from one of the 20 templates. Every manually added channel can be removed again; halo references to it are removed as well.

"Show benchmark" reveals a benchmark bar for every channel:

• For each metric (CTR, click to lead, lead to customer, cost per lead, cost per customer) you can store an industry minimum and maximum
• Your own value is compared with the reference range
• A status rates each value: ✓ within range · ! borderline · ✗ outside
• A compact status appears in the channel header as a quick overview

Saturation, assumptions and assessment

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The following steps explain the core of the calculator: how additional customers decrease as the budget rises, which assumptions you enter for this, and how you can tell whether a budget is still economical.

Step 13

Saturation: potential and the Hill function

Markets are finite. As the budget rises, each additional dollar brings fewer additional customers, and the next customer becomes more expensive. The tool models this with the Hill function – the same saturation function used in marketing mix models such as Google Meridian and Meta Robyn. The difference: there the parameters are estimated from data; here you enter your assumptions.

You do not enter H. The tool calculates it so that the curve passes exactly through your current point – your channel values at your reference budget (step 14):

This means: at your reference budget, the tool always calculates exactly your entered values. Saturation only takes effect when the budget differs from it.

How the potential is derived per channel

Channel	Potential field	Potential per month	What is scarce
SEO	Max. achievable average CTR across the search volume considered (%)	search volume × max. CTR × follow-on rates	The searches themselves – budget wins a larger share but creates no additional searches
Paid	Max. achievable clicks per month	max. clicks × follow-on rates	Available searches and impressions
PR, social media, offline	Max. reach or max. people reachable per month (plus max. rate under "Advanced")	upper limit × max. rate × follow-on rates	The reachable audience
Email	Max. emails per month (sending)	upper limit × max. open rate × follow-on rates	Addresses and send volume
Referral	Max. referrals per month	upper limit × max. referral-to-contact rate × follow-on rates	Customers and partners willing to recommend
Custom channels	Max. [base field] per month or max. clicks	upper limit × max. rate × follow-on rates	depends on the channel
Actions (trade fair)	Max. contacts per month	per active month, see step 17	Visitors and conversation capacity

For reach channels and owned lists only the upper limit is visible. The maximum rate is under "Advanced"; if it is left empty, the tool uses your current rate. The channel box shows whether the maximum rate was entered or carried over.

Three states

State	Calculation	Display
Potential entered and plausible	Hill function	Saturation level, marginal cost, break-even budget
No potential	Linear from the reference budget: double budget gives double customers	"linear (no potential) – optimistic"
Potential not above current customers	Linear up to the reference budget, no further customers above it	Message with the reason, e.g. "The current CTR (20 %) is above the max. CTR (16 %)."

Each month is saturated on its own. The carryover of an ongoing channel's own budget is not calculated separately; with a constant monthly budget it is contained in your inputs. Time effects are represented by the ramp-up curve, halo and action channels.

Step 14

Reference: which budget your values apply to

Your channel values – reach, rates – describe a situation at a specific budget. For the curve to pass through the right point, the tool needs to know which budget that is. The setting is under "Advanced" → "Reference for inputs":

Option	Meaning	When
My values apply to the planned budget	Reference budget = your budget at the time of input	Default. Selected automatically as soon as you enter a potential.
My values apply at budget X per month	You enter the reference budget yourself	When your values come from an earlier period with a different budget
My values apply to a small test budget / the first dollar	Your values apply to the cheapest first clicks	Paid only, e.g. when CPC and rates come from a small test

Plan or scenario?

If, after entering your values, you change only the budget, the tool treats it as a scenario: what happens with the same assumptions at more or less money? The channel box then shows "Reference: $4,000 · planned: $8,000" and the button "Set reference to current budget".

• If the new budget is your actual plan and your values apply to it, click the button. The reference budget is taken over.
• If you want to see a scenario, leave it as it is. The tool calculates saturation from your previous reference.
• If you change a channel value (e.g. the CTR), the reference automatically jumps to the current budget, because your new values apply to the budget now entered.
• With "budget X", the reference always stays fixed.

The right order is therefore: channel values first, then the budget, then – for a new plan – confirm the reference. The reference budget is saved with every plan.

Step 15

Shape of the curve: "What does a doubled budget bring?"

Potential and reference fix two things: where the curve stands today and where its ceiling lies. The only open question is how steep it is in between. The optional field under "Advanced" asks exactly this: if you spend double your reference budget – how many percent more customers do you expect?

Using the SEO example (r = 2, reference budget $4,000):

Answer	Shape s	Customers/year at $8,000	at $2,000	Marginal cost at $4,000
empty (default)	1	206 (+33 %)	103	$620
+25 %	0.74	193	116	$842
+10 %	0.29	170	140	approx. $2,140
+60 %	2	248	62	$310

• Empty does not mean "no assumption" but the default shape. At r = 2 it corresponds to +33 %.
• Less than the default: more money achieves little; the curve is already flat. Cutting costs few customers, the next customer is expensive.
• More than the default: the curve is S-shaped; there is a threshold. Cuts hit hard.
• At exactly the reference budget nothing changes, nor does the potential. The answer only changes the course to the left and right of it – and with it marginal cost and break-even budget.
• Permitted range: greater than 0 and less than (r − 1) × 100 %. Values outside are reported as a shape error.

Where the figure can come from: earlier budget increases, tests or, for paid, your ad account's forecast. Without a reliable assessment, leave the field empty.

Step 16

Entering reach channels and owned lists correctly

Field	What to enter
Upper limit (visible)	Maximum achievable amount per month in the unit of the base field – people, emails sent, referrals. Not a stock: a list of 5,000 addresses mailed once a month gives at most 5,000 emails per month.
Comparison value	Below the field it says "current: … /month". The upper limit must be above it; otherwise the tool reports that the potential is not above current customers.
Max. rate (under "Advanced")	Only enter it if you expect a better rate with more budget. Empty = current rate. An entered max. rate below the current rate is reported.
Budget of this channel (email and referral only)	"is scaled like other channels" or "is a pure cost factor (no scaling)" – choose the latter only if more budget in this channel really brings no additional customers.

For referral, reach per month is: own customers × referral rate + own referrals. With 1,000 customers, 5 % and 30 own referrals, that is 80 referrals per month.

Step 17

Action channels (Flights): trade fair, event, annual campaign

Not every channel runs every month. A trade fair costs money once, and its customers arrive over weeks. Under "Advanced" → "Time frame", switch a non-paid channel from "ongoing" to "action".

Field	Meaning
Start month of the action	Strategy month in which the action takes place (1 to duration)
Duration (months)	Number of active months; default 1
Repetition	none or every 12 months (duration then at most 12)
Budget per action	Total budget of one action; distributed evenly across the active months, no budget outside them
Lag (months)	Months until the first customers arrive; default 1
Decay (%)	Distribution over the following months, same definition as for halo; default 50 %

• Contacts, rates, upper limit and reference budget apply to one active month. Saturation is calculated per active month on "budget per action ÷ duration".
• No ramp-up curve and no seasonality; the growth from step 7 applies as for the other channels.
• The distribution neither creates additional customers nor loses any. Whatever would arrive only after the end of the strategy does not count in the result and is shown separately.
• In the target back-calculation, actions stay unchanged as fixed blocks ("action, not scaled"). The budget cells show the monthly average and the budget per action.
• An action can be a halo source for other channels.

Validation reports a start month outside the strategy period, an action extending beyond the end of the period, an action entirely outside the period and a duration of less than one month.

Step 18

Reading the channel box

Below each channel's fields is the channel box. It summarises what your assumptions mean:

Display	Meaning
Values apply to … per month	Your reference budget. If different: "Reference: … · planned: …" with button (step 14). For paid, the daily budget as well.
Saturation level	Current customers ÷ potential. Levels: below 50 % low, from 50 % noticeable, from 75 % strong, from 90 % very strong saturation.
Marginal cost of the next customer	What one additional customer costs in additional budget
From approx. … per month the next customer brings less contribution margin than it costs	The channel's break-even budget B*
Potential = upper limit × max. rate (entered / carried over)	For reach channels: whether the max. rate was entered or carried over from today's rate
Source of values: …	Your selection from step 10; only shown if a source is selected
Messages	Potential too low, missing reference, shape error, negative or impossible values

In the SEO example: on average a customer costs $310. At 50 % saturation, however, the next customer costs $620. At a budget of $8,000 it is already $1,396. With an order value of $4,000 and a 50 % margin ($2,000 contribution margin), more budget pays off as long as the marginal cost stays below that – in the example up to about $10,364 per month. That is the break-even budget B*.

Step 19

Entering assumptions correctly and assessing the calculation

Input checklist

Check	Correct	Common mistake
SEO search volume	Entire relevant volume, including terms you do not yet rank for; CTR across exactly this volume	Only the volume of current rankings – then no potential remains
Upper limits	Always per month, in the unit of the base field	Entering a stock (e.g. all customers instead of referrals per month)
Paid budget	Enter the daily budget; the channel box shows the monthly amount	Monthly budget in the daily field
Order	Values, then budget, then confirm the reference	Changing the budget and treating it as the new plan while the tool calculates a scenario
Rates	0 to 100 %	Negative values or above 100 % – the tool reports "Critical" and calculates negative values as 0
Doubled budget	Only with a basis; otherwise empty	An estimated figure that suggests more knowledge than exists
Actions	Values for one active month, budget per action	Entering annual values or a monthly average
Growth	Applies to all channels except paid	Expecting it to change paid campaigns
Source of values	Set it per channel and switch to "Measured" as soon as you have your own figures	Treating an estimate in the plan like a measured value

How to assess the result

1. Look at linearly calculated channels first. The notice above the target back-calculation names them. Without a potential, every projection is optimistic.
2. Compare marginal cost with contribution margin. If it is higher, the next customer costs more than it brings in – even if average costs still look good.
3. Compare the budget with the break-even budget. If the planned budget is above it, check whether another channel with lower marginal cost would use the money better.
4. Check the saturation level. From 75 %, additional budget brings little. From 90 % it is usually no longer worthwhile; the tool points out very strong saturation.
5. Test sensitivity. The sensitivity analysis (step 21) shows which assumption drives the result most. That is the one you should back up with evidence.
6. Compare with reality. Save your master strategy as a plan, later enter the actual values and compare using "Compare with current plan" (Pro, step 22). Set the source of the replaced values to "Measured".

The tool calculates deterministically: the same inputs give the same results. It shows what would have to hold under your assumptions – it does not prove any effect and is not a marketing mix model. The results are exactly as robust as the assumptions entered.

Results, review and management

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Step 20

Overall results

The result boxes update automatically with every input. The overall results are a projection over the strategy period you set.

Metric	Metric
Revenue	Total CLV value
Investment	Avg. impressions
Gross profit	Contacts
Net profit	Avg. leads
ROI (%)	Prospects
Avg. total customers	Active channels – individual results, net profit

Revenue, investment and gross and net results refer to the tool calculation, taking the stored profit margin into account.

Visualisation including mouse-over values: open channels by net profit as bar and pie charts, plus the monthly number of customers as a bar chart, taking seasonality, ramp-up curve and actions into account.

Step 21

Validate inputs

The "Validate inputs" button runs two checks for all active channels.

Plausibility check

• Missing required fields (zero values)
• Negative values and rates above 100 %: critical
• Very high rates below 100 % (e.g. CTR above 40 %, conversion rate above 90 %): warning
• CPC 0 for paid: notice
• Saturation per channel with level, marginal cost and average cost
• Potential too low, missing reference, shape error in the doubled budget
• Actions: start month, duration, position relative to the strategy period

Messages are colour-coded as critical, warning, notice or OK.

Sensitivity analysis

Automatically varies the most important parameters by ±10 % and ±25 % and shows how strongly the result reacts – grouped into high, medium and low leverage. This makes visible which levers have the greatest influence. "Hide analysis" closes the panel.

Step 22

Save and compare strategy plans (Pro)

Function	How
Save plan	Click "Save current plan". An input field appears with the company name as a suggestion. After confirmation, the plan is stored with a date in browser storage. Any number of plans is possible.
Load plan	The drop-down list shows all saved plans sorted by date. Select a plan, then click "Load". All inputs are set to the state of the selected plan.
Delete plan	Select a plan in the drop-down, then click "Delete plan".
Compare plans	Select a plan in the drop-down – do not load it – and click "Compare with current plan". The saved plan is compared with the current inputs – as metric tiles, a bar chart and a channel table. "Exit Comparison" closes the view.

Changed metrics – revenue, ROI, contacts, leads, customers – are shown with the difference and a trend arrow. The arrow shows the direction of the value, the colour the assessment: green is better, red worse; for investment and costs, less counts as better. The comparison panel also contains automatically generated notes based on the differences.

A plan stores all fields, including empty ones, as well as reference settings, action settings and the source of values. When loading, all fields are reset first – no values from the previous state remain.

Step 23

Break-even analysis

The calculation simulates every month individually, taking into account ramp-up curve, seasonality, growth factor and actions – no projection from averages.

Result field	Description
Break-even customers	Number of customers needed to cover all costs
Break-even month (approx.)	First month in which cumulative return ≥ total costs. Shows "Not reached" or "∞" if not achievable within the strategy period
Avg. customers per month	Average number of new customers per month
Total strategy cost	Initial investment + all channel and support costs
Gross return per customer	Order value × profit margin
Status after the period	✓ reached / ✗ not achievable – relative to the strategy period set

Break-even chart

• Solid lines: cumulative costs (red) against cumulative gross return (green). The intersection is the break-even point.
• The x-axis extends dynamically up to 3× the strategy period (at least 72 months), so longer strategies remain visible.
• The return line starts only after the creation period – for SEO, for example, months 1–3 at 0.
• Actions appear with their budget only in their active months; their customers follow with a delay.
• Dashed lines: gross return versus costs per month. Loss-making months are immediately recognisable.
• Cumulative values on the left, monthly values on the right.

Step 24

Target back-calculation

Input: target number of customers – any number of new customers for the strategy period set. The tool calculates back which budget would be needed: all scalable channels are changed by a common factor, exactly in the monthly model, including saturation, seasonality, ramp-up curve and halo.

Result field	Description
Target achievement with current budget	Percentage of the target achievable with the current budget
Total investment required	Projected total costs for the target volume
Additional budget required	Difference from the current investment plan
Scaling factor	Factor by which the budget of the scalable channels would have to increase
Cost per customer (target)	Cost per new customer at target scaling
Budget required per month	Monthly channel costs + support budget at target scaling

The table below shows per channel: current and achievable customers, current and required budget per month, the difference, the marginal cost of the next customer, the break-even budget B* and the status (saturation level, "linear (no potential) – optimistic" or "action, not scaled").

• Green notice: the target is achievable.
• Yellow notice: achievable, but a channel is very strongly saturated or the next customer costs more than it brings in as contribution margin – with the channels named.
• Not achievable: when the potentials cannot deliver the target.

The one-off initial investment is included in the total investment, not in the monthly value. Check forwards: if you transfer the required budgets into the channels, the main calculation gives the target. For actions, the budget per action stays unchanged.

Step 25

Test budget shifts (simulation, Pro)

"Show simulation" lets you redistribute budget between channels on a trial basis and immediately see the effect on customers, marginal cost and target. The AI suggestion (Pro, with your own API key) receives each channel's curve data – potential, shape, saturation level, marginal cost and break-even budget – and makes a reasoned suggestion. Action channels remain fixed. Every suggestion remains a suggestion: the calculation in the tool shows what it triggers.

Step 26

Customer lifetime value (CLV)

Field	Meaning
Retention rate (%)	Share of customers who stay in the following year
Order value per year	Average annual revenue per existing customer
CLV duration (years)	How many years a customer is retained on average
Discount rate (%)	Discount factor for future payments

Results: net CLV per customer, total number of CLV customers and gross and net revenue over the period.

The retention rate automatically uses the strategy's total customers as the 100 % base. The profit margin is taken over automatically from the base data. The calculated average order value is carried over into the CLV – repeat customers may have a different order value, which can be entered manually.

CLV strategy analysis (slider)

The slider from 1 to 100 % simulates different retention scenarios in real time. The CLV forecast chart shows the development over the set period as a line chart.

Step 27

Download and upload backups (Pro)

Click "Download backup". A password prompt appears:

Choice	Result
With password	The file is saved AES-256 encrypted – format .validator
Without password (leave empty)	The file is saved as a readable JSON file – format .json

The file name contains the company name and the date. The backup contains all input fields including potential, reference settings, action settings and source of values, company name and heading, logo and header image, all channel configurations with their switch states and all saved strategy plans.

To load, click "Upload backup" and select the file. JSON files load directly; for encrypted .validator files the password prompt appears. After import, all inputs, plans, logo and header are available immediately. If fields are missing from a file, the tool's initial values apply.

Step 28

Save results as PDF (Pro)

Clicking "Results as PDF" opens the browser's print dialog. Choose "Save as PDF" there instead of a printer. The tool builds its own report for this in the tool's dark design; controls such as buttons and input fields do not appear.

Part	Content
Cover page	Logo, header image, company name and heading. If company name and heading are empty, it shows "Strategy Plan" with the date of creation.
Results for Full Duration	Overall metrics with period, start month and currency
Result per channel	Investment, customers, cost per customer, revenue and ROI, halo share
Monthly trend	Customers per month as a chart
Saturation per channel	Saturation level, marginal cost of the next customer, budget limit B*
Assumptions per channel	Source of values, potential, reference, shape, ramp-up or action, plus the halo connections
Goal back-calculation	only if a target number of customers is entered
Break-even analysis and CLV	as in the tool
Notes from the check	Messages from the input validation (step 21)
Scope of this report	Note that the report is a planning calculation based on your assumptions and not proof of the effect of individual channels

Calculate your strategy nowThe calculator starts with a complete example strategy.

Legal notice

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No legal claims or guarantees can be derived from the results of this strategic simulator. YourValidator is a mathematical planning tool that calculates with your assumptions and, optionally, general benchmark ranges.

Since you fill the system with your own researched market figures, budgets and factors, responsibility for operational implementation and the actual success of campaigns lies with you and your agency or team.

The calculations are to be understood as a simplified strategic approximation for your forecast planning, not as an exact landing in terms of timing or business results. The full legal terms can be found in the legal notice.

When uploading a logo and header image: only use your own or licensed graphics. The user is liable for copyright infringements resulting from publication or screen sharing.