See your onboarding losses instantly

Calculate your client onboarding drop-off costs

Estimate how much revenue and time you’re losing from slow or manual onboarding. No spreadsheets. No assumptions. Just data.

Wondering if client onboarding automation is worth it?

Use this free calculator to see your drop-off losses, manual time cost, and breakeven to automate in seconds, no spreadsheet required.

Onboarding volume

Number of new clients you typically onboard each month

Revenue per client or customer lifetime value

Total time needed to onboard one client from start to finish

Drop-off risk

15%

Percentage of clients who abandon onboarding before completion

How long your onboarding process typically takes

Operations cost

Choose who handles client onboarding activities

Automation cost estimates (optional)

If left blank, default estimates will be used for calculations.

Initial investment for automation setup (optional)

Ongoing software or maintenance fees (optional)

Why use this calculator?

Every drop-off during onboarding is a lost opportunity and every manual step is time you can’t get back.

This tool shows you:

  • How much revenue you're losing to onboarding drop-offs
  • The hidden cost of time spent onboarding manually
  • What it would cost to automate your onboarding
  • How quickly automation would pay for itself

Perfect for:

  • Agency owners
  • Consultants and coaches
  • B2B service founders
  • Lean teams handling onboarding in-house

How it works

Our client onboarding dropoff cost calculator uses simple, service-based metrics to show you the true cost of onboarding inefficiencies:

  1. You enter your client volume, onboarding effort, and drop-off rate
  2. We calculate the monthly and annual revenue you're losing
  3. We estimate the cost of automation setup and upkeep
  4. You see your net savings and breakeven time instantly

It factors in manual labor cost, drop-off risk, and automation expense to give you a clear financial picture.

We’ll crunch the numbers in real-time. No spreadsheet needed.

Note: This calculator shows direct cost savings. It does not include future upsell or retention value from better onboarding experiences.

Understanding your results

You’ll see exactly how much revenue and time you’re losing and how quickly automation could pay for itself.

  • Monthly drop-off losses: Estimated revenue lost from clients who abandon onboarding each month
  • Manual time cost: What your team spends monthly onboarding clients manually, in hours × hourly cost
  • Total annual impact: Combined annual cost of lost clients and manual onboarding time
  • Payback period: How many months it would take for automation to break even
  • Hours saved per year: Estimated hours saved with 80% onboarding automation efficiency

Most teams are surprised by how much they’re bleeding through inefficient onboarding and how fast automation could recover it.

All based on realistic, editable estimates not inflated software promises.

How do your results compare?

What this means?

  • If your drop-off rate is higher than 25 %, you’re losing more clients than the average service business.
  • Spending over $500 per client on manual onboarding time usually signals a ripe automation opportunity.
  • Most teams that automate core intake tasks recover their setup costs in roughly one or two quarters.
  • Cutting 50–75 % of onboarding hours frees up your account managers to focus on upsells and retention.

Match your calculator results against these figures to see whether you’re ahead of or behind the industry curve.

FAQs

Our calculator uses standard service-based formulas and industry-backed assumptions. It’s designed to give you reliable directional insight, not absolute predictions.

No problem. Leave those blank we’ll use default industry averages for automation setup and maintenance in the estimate.

Not directly. This tool focuses on the core costs of manual time and drop-offs.

We assume automation reduces onboarding drop-off rates by 15%. You can adjust the base rate for your own testing.

Yes. It’s designed to give you a clear financial case showing how much you’re losing today, and how quickly automation can pay for itself.

Absolutely. Test different volumes, drop-off rates, and hourly costs to see how changes impact your break-even time and annual savings.

Ready to turn buyer's remorse into gratitude with automation?

You've seen the losses. Let’s turn them upside down.