Data Callout
With the launch of aged lead process, lead contact numbers are being inflated, which overstates coverage rate and understates contact rate. The Operations team is putting together a process in Zendesk to ensure we can report on distinct leads versus distinct contact requests which will correct these metrics.
Heroes
$11.44
Revenue per lead
Target $8.50–$12.00/lead
135% of target
3.0%
Lead to close
Target 1.6–1.75%
189% of target
389.6%
Coverage rate
Target 100%
390% of target
7.7%
Contact rate
Target 6–8%
128% of target
$3.58
Sales & Mktg cost per contact
No updates this week. Post in #cx-partnerships-lt starting with
[Sales] to add one here.
Detail metrics
| Metric | Q3 QTD | Q2 | Target |
|---|
| Revenue per lead | $11.44 | $4.07 | $8.50–$12.00 |
| Gross revenue | $28k | $262k | Evolving |
| Lead to close | 3.0% | 1.6% | 1.6–1.75% |
| Coverage rate | 389.6% | 121.1% | 100% |
| Conversion rate | 39.2% | 25.9% | 27–29% |
| Contact rate | 7.7% | 6.0% | 6–8% |
| AOV | $379 | $261 | — |
| Lead volume | 2,417 | 64,451 | — |
Monthly revenue (2026 YTD)
Gross Revenue — monthly waterfall ($k) * Jul partial (Q3 QTD)
Weekly trends (YTD)
Revenue per Lead ($) normalized to $300 AOV · target $8.50–$12.00
Q3 gross revenue pacing
Q3 cumulative vs. goal pacing (target $300k by Sep 30)
Q3 lead volume vs Q2 daily pace
Q2 pace: ~65,159 leads EOQ at 708/day · Q3 YTD: 2,417 leads
Outreach timing & contact types
How We Follow Up: Outreach Timing & Contact Types
Every lead moves through five timed stages of outbound contact — and can reach us directly at any point along the way
STAGE 1
Day 1
PRE SMS
▼
CALL
▼
POST SMS
▼
EMAIL
4 touches
Opening & discovery, plus
email to purchase now
STAGE 2
Days 3–5
2 touches
Pivot to program value
(nutrition, fitness, clinician access)
STAGE 3
Days 6–14
2 touches
Re-spark the prospect's
personal health goals
STAGE 4
Days 15–21
2 touches
Low-pressure check-in,
acknowledging the time gap
STAGE 5
Day 22+
1 touch
Permission-to-close:
respectful sign-off
prospect can respond, call, or self-schedule at any of these points
REACHABLE THE ENTIRE TIME
The post-lead PDF and every transactional email include a schedule-a-call link and our sales phone number — so a prospect can book time or call in on their own schedule, independent of where they sit in the stages above.
As part of Stage 1, we also send every customer a distinct purchase link for 3-month bundles, giving them a direct path to buy without waiting for a call.
SCHEDULE-A-CALL LINK
SALES PHONE NUMBER
3-MONTH BUNDLE PURCHASE LINK (STAGE 1)
FuturHealth · Sales & Lead Strategy Overview · 2026
Heroes
No rebills
Avg revenue per save
20 saves Q3 QTD · Rebills accumulating
2.8%
Save %
Saved ÷ Cancel-reason tickets
14% of target
$3.58
Sales & Mktg cost per contact
No updates this week. Post in #cx-partnerships-lt starting with
[Retention] to add one here.
Detail metrics
| Metric | Q3 QTD | Q2 | Target |
|---|
| Retained revenue | $43k | $994k | Evolving |
| Customers saved | 20 | 523 | — |
| Avg revenue per save (within-quarter) | No rebills | $163 | — |
| Save % | 2.8% | 4.2% | Evolving |
| ↳ Cancel-reason tickets QTD | 706 | 12,524 | — |
Save rate trend (weekly, YTD)
Recurring revenue waterfall — by save cohort
Each row is a cohort of customers saved in that month. Each column is a billing month. Values show estimated revenue collected in that period, distributed proportionally across each billing date. Blue columns = Q2 2026.
| Save Cohort |
# |
Oct '24 |
Nov '24 |
Dec '24 |
Jan '25 |
Feb '25 |
Mar '25 |
Apr '25 |
May '25 |
Jun '25 |
Jul '25 |
Aug '25 |
Sep '25 |
Oct '25 |
Nov '25 |
Dec '25 |
Jan '26 |
Feb '26 |
Mar '26 |
Apr '26 |
May '26 |
Jun '26 |
Jul '26 |
| Oct '24 | | $69k | $75k | $57k | $49k | $44k | $34k | $31k | $28k | $27k | $25k | $21k | $18k | $17k | $14k | $16k | $12k | $10k | $9k | $8k | $9k | $8k | $1k |
| Nov '24 | | | $132k | $112k | $94k | $78k | $71k | $54k | $53k | $44k | $39k | $34k | $34k | $28k | $25k | $21k | $20k | $16k | $15k | $13k | $12k | $10k | $4k |
| Dec '24 | | | | $87k | $84k | $64k | $52k | $42k | $31k | $27k | $23k | $22k | $20k | $18k | $16k | $16k | $13k | $9k | $8k | $8k | $7k | $6k | $1k |
| Jan '25 | | | | | $104k | $94k | $74k | $58k | $46k | $42k | $34k | $32k | $28k | $24k | $23k | $20k | $22k | $16k | $15k | $14k | $12k | $11k | $4k |
| Feb '25 | | | | | | $80k | $85k | $72k | $59k | $47k | $39k | $34k | $29k | $27k | $25k | $21k | $19k | $16k | $14k | $11k | $9k | $9k | $1k |
| Mar '25 | | | | | | | $86k | $96k | $82k | $66k | $57k | $49k | $44k | $38k | $33k | $29k | $27k | $22k | $23k | $17k | $15k | $16k | $2k |
| Apr '25 | | | | | | | | $81k | $84k | $67k | $54k | $48k | $37k | $29k | $25k | $24k | $19k | $16k | $15k | $13k | $10k | $8k | $1k |
| May '25 | | | | | | | | | $68k | $71k | $62k | $46k | $37k | $34k | $28k | $23k | $22k | $19k | $17k | $13k | $10k | $8k | $2k |
| Jun '25 | | | | | | | | | | $55k | $74k | $60k | $48k | $38k | $33k | $25k | $20k | $18k | $15k | $13k | $13k | $10k | $3k |
| Jul '25 | | | | | | | | | | | $100k | $130k | $100k | $86k | $70k | $55k | $44k | $35k | $31k | $28k | $23k | $21k | $5k |
| Aug '25 | | | | | | | | | | | | $111k | $151k | $119k | $93k | $74k | $50k | $40k | $37k | $29k | $25k | $23k | $4k |
| Sep '25 | | | | | | | | | | | | | $91k | $102k | $83k | $67k | $52k | $38k | $28k | $27k | $25k | $21k | $3k |
| Oct '25 | | | | | | | | | | | | | | $59k | $64k | $60k | $43k | $37k | $29k | $26k | $20k | $17k | $3k |
| Nov '25 | | | | | | | | | | | | | | | $37k | $50k | $48k | $34k | $30k | $28k | $21k | $17k | $3k |
| Dec '25 | | | | | | | | | | | | | | | | $24k | $28k | $24k | $20k | $17k | $14k | $15k | $2k |
| Jan '26 | | | | | | | | | | | | | | | | | $22k | $31k | $28k | $24k | $23k | $19k | $4k |
| Feb '26 | | | | | | | | | | | | | | | | | | $22k | $40k | $36k | $28k | $21k | $6k |
| Mar '26 | | | | | | | | | | | | | | | | | | | $19k | $29k | $22k | $18k | $2k |
| Apr '26 | | | | | | | | | | | | | | | | | | | | $21k | $22k | $18k | $3k |
| May '26 | | | | | | | | | | | | | | | | | | | | | $7k | $13k | $3k |
| Jun '26 | | | | | | | | | | | | | | | | | | | | | | $5k | $2k |
| Jul '26 | | | | | | | | | | | | | | | | | | | | | | | |
| Total |
$69k | $207k | $256k | $331k | $360k | $401k | $435k | $450k | $446k | $506k | $587k | $637k | $621k | $571k | $525k | $461k | $405k | $391k | $374k | $326k | $293k | $56k |
Low revenue High revenue Before save date
Q3 retained revenue pacing
Q3 cumulative vs. goal pacing (target $650k by Sep 30)
Q3 cancel-reason ticket volume vs Q2 cumulative pace
Q2 full quarter: 7,441 cancel-reason tickets · Q3 YTD: 706
Data Callout
With the launch of aged lead process, lead contact numbers are being inflated, which overstates coverage rate and understates contact rate. The Operations team is putting together a process in Zendesk to ensure we can report on distinct leads versus distinct contact requests which will correct these metrics.
Q3 QTD status: On/above target Within 10% of target More than 10% below target Evolving / no target
| Function | Metric | Tier | Q3 QTD | Q2 Final | Q3 Pacing | Target |
|---|
| Net ROASSales efficiency & acquisition return |
| Sales | Revenue per lead | HERO | $11.44 | $4.07 | — | $3 |
| Sales | Lead to close | HERO | 3.0% | 1.6% | — | 3% |
| Sales | Cohort void rate | HERO | 20.5% | 14.1% | — | — |
| Sales | Gross revenue QTD | detail | $28k | $262k | $196k | $650k |
| Sales | Coverage rate | detail | 389.6% | 121.1% | — | 100% |
| Sales | Contact rate | detail | 7.7% | 6.0% | — | 9% |
| Sales | Conversion rate | detail | 39.2% | 25.9% | — | 26% |
| Sales | AOV | detail | $379 | $261 | — | — |
| Sales | Lead volume QTD | detail | 2,417 | 64,451 | 17,104 | — |
| Lifetime ValueRetention, clinical outcomes & reputation |
| Retention | Avg revenue per save | HERO | No rebills yet | $163 | — | — |
| Retention | Save rate | HERO | 2.8% | 4.2% | — | 20% |
| Clinical | CV meds prescribed % | HERO | 76.5% | 76.3% | — | 65% |
| CX | Blended reputation | HERO | 4.43 | 4.35 | — | 4.5–4.6 |
| Retention | Retained revenue QTD | detail | $43k | $994k | $306k | $700k |
| Retention | Customers saved QTD | detail | 20 | 523 | 141 | — |
| Retention | Cohort refund rate | detail | 15.5% | 25.6% | — | <15% |
| Clinical | Account creation (CV) | detail | 87.8% | 87.2% | — | 95% |
| Clinical | Alto SLA (overall) | detail | 79.6% | 71.2% | — | 75% |
| OperationsCX quality, throughput & unit economics |
| CX | Response SLA (blended) | HERO | 80.1% | 85.6% | — | 80–85% |
| Economics | % of BPO costs covered | HERO | 59.2% | 101.9% | 59.2% | >100% |
| Economics | Ops revenue per FH FTE | HERO | $72k | $179k | — | $187.5k |
| CX | Phone SLA (blended CCR+CRA) | detail | 87.0% | 92.4% | — | 80–85% |
| CX | Chat SLA (blended CCR+CRA) | detail | 86.2% | 90.1% | — | 80–85% |
| CX | Voice AI self-service rate | detail | 11.9% | 12.2% | — | 12.2% |
| Economics | Cost per contact | detail | $7.54 | — | $7.54 | — |
| Economics | Revenue per contact | detail | $4.47 | — | $4.47 | — |
| Economics | COGS BPO spend | detail | $63k | $693k | — | — |
| Economics | Sales & Marketing BPO spend | detail | $57k | $540k | — | — |
Q3 QTD data as of Jul 9 (13 days elapsed of 92). Q3 Pacing = QTD × (92 ÷ 13). For ratio metrics (BPO covered, cost/rev per contact), pacing equals QTD. Q2 phone/chat SLA uses simple average across CCR & CRA (no Q2 volume split available).