Forecast tool / organic search
NEXA Wealth Management
What is page one
actually worth?
We analysed the keywords you want to win. We modeled the click curve, the ramp up, and your client economics to show the growth on the table, and what the right search strategy will deliver.
Target ranking
Positions 1–10
75 keywords analysed
How you make money
Ecommerce
Lead generation
Target keywords
Example keywordsSearches / monthCurrent PositionTarget Position
+ 71 keywords like these
Your numbers & intent baselines
| Metric | Overall | Transactional | Commercial | Informational |
|---|---|---|---|---|
| Position 1 click-through rate estimate (%) | 26.83% | 32.50% | 38.00% | 10.00% |
| Position 2 click-through rate estimate (%) | 10.33% | 11.00% | 12.50% | 7.50% |
| Position 3 click-through rate estimate (%) | 6.17% | 6.50% | 7.50% | 4.50% |
| User-to-lead conversion rate estimate (%) | 2.25% | 4.00% | 4.00% | 0.75% |
| User-to-FUM-qualified-lead conversion rate estimate (%) | 1.70% | 2.50% | 2.50% | 0.10% |
30.00%
£3,375
£10,175.00
Narrow Projections (Based on 30 Hyper Niche Keywords)
Incremental customer life time value (CLV), first 12 months
£159,599.84
New CLV added to the business within the first 12 months.
Annualised CLV run rate at 12-month point
£379,999.68
CLV the target positions are adding to the business once they hold for a full year.
Expanded Projections (Based on a Broader List of 75 Keywords)
Incremental CLV, first 12 months
£294,443.94
New CLV added to the business within the first 12 months.
Annualised CLV run rate at 12-month point
£701,056.99
CLV the target positions are adding to the business once they hold for a full year.
12-Month Ramp Up Projection (Narrow)
| Month | Realisation (%) | Incremental Initials (Monthly) | Incremental CLV (Monthly) |
|---|---|---|---|
| Month 1 | 0.0% | £0.00 | £0.00 |
| Month 2 | 1.0% | £105.04 | £316.67 |
| Month 3 | 3.0% | £315.11 | £950.00 |
| Month 4 | 6.0% | £630.22 | £1,900.00 |
| Month 5 | 12.0% | £1,260.44 | £3,800.00 |
| Month 6 | 24.0% | £2,520.88 | £7,599.99 |
| Month 7 | 48.0% | £5,041.76 | £15,199.98 |
| Month 8 | 60.0% | £6,302.21 | £18,999.98 |
| Month 9 | 70.0% | £7,352.57 | £22,166.64 |
| Month 10 | 85.0% | £8,928.12 | £26,916.64 |
| Month 11 | 95.0% | £9,978.49 | £30,083.30 |
| Month 12 | 100.0% | £10,503.68 | £31,666.64 |
| TOTAL YEAR 1 | — | £52,938.52 | £159,599.84 |
12-Month Ramp Up Projection (Expanded)
| Month | Realisation (%) | Incremental Initials (Monthly) | Incremental CLV (Monthly) |
|---|---|---|---|
| Month 1 | 0.0% | £0.00 | £0.00 |
| Month 2 | 1.0% | £193.78 | £584.21 |
| Month 3 | 3.0% | £581.34 | £1,752.64 |
| Month 4 | 6.0% | £1,162.69 | £3,505.28 |
| Month 5 | 12.0% | £2,325.37 | £7,010.57 |
| Month 6 | 24.0% | £4,650.75 | £14,021.14 |
| Month 7 | 48.0% | £9,301.49 | £28,042.28 |
| Month 8 | 60.0% | £11,626.87 | £35,052.85 |
| Month 9 | 70.0% | £13,564.68 | £40,894.99 |
| Month 10 | 85.0% | £16,471.39 | £49,658.20 |
| Month 11 | 95.0% | £18,409.21 | £55,500.35 |
| Month 12 | 100.0% | £19,378.11 | £58,421.42 |
| TOTAL YEAR 1 | — | £97,665.68 | £294,443.94 |
Forecast Methodology
How we calculate these numbers: combining first-party performance data, intent-based click distributions, competitor landscape analysis, and probabilistic ranking models.
Phase 01
Baseline First-Party Data
We use industry average performance data to establish conversion and click baseline averages across positions 1–3 by search intent.
- Industry average click-through rate (CTR) baselines segmented by query intent
- Industry average user-to-enquiry conversion rates (CVR)
- Your lead-to-client win rate (30%)
- Your average inital fee of £3,375
- 1.35% of your min. FUM
- Your customer lifetime value figure of £10,175
- The initial fee + £6,875 (£1,375 x 5, which is 0.55% of the min. FUM figure multiplied by the min. 5 years you expect to retain them)
Phase 02
Keyword & Competitor Universe
We pull ahrefs metrics for UK search volume, Keyword Difficulty (KD), and search engine result page features for two core keyword buckets:
- Narrow terms: Very specific and hyper targeted terms with lower competition.
- Expanded terms: The narrow terms alongside broader location (London) keywords relating to your core services.
- Categorisation of all terms by search intent (Transactional, Commercial, Informational).
Phase 03
Probability & SERP Scoring
Each term receives a tailored probability modifier and realistic target position assignment based on competitive keyword difficulty (KD).
- Target Assignment: Pos #1 (Low KD), Pos #2 (Med KD), Pos #3 (High KD).
- Probability Score: Applied via KD formula to account for ranking feasibility.
- SERP Multiplier: Downweights expected CTR for terms with invasive search engine result page (SERP) features (e.g. AI Overviews and Ads).
Phase 04
Projections & Net Incremental Value
Expected monthly clicks, leads, FUM qualified leads, clients, and revenue are modeled individually per target position.
- Monthly revenue = Expected Clicks × FUM Qualified Lead CVR × Lead Win Rate x Average Initial Fees Value
- Incremental Revenue: New revenue added each month once you hold a key position on a target term.
- Incremental Customer Lifetime Value (CLV): New customer lifetime value revenue added each month based on the number of new clients won.