Free planner for church-software teams

Pipeline planner

Start with the market: Catholic and Protestant churches, by tier. Decide which ones you'll go after and what each tier is worth to you. Add what the churches you already serve will bring, and see whether the plan reaches your target.

When you're done, export the whole model to Excel: live formulas and charts, free to keep and change.

Plan by motion, 2027

	Deals	Churches added	Revenue in 2027	Run-rate added	Opportunities	People needed
Today's churchesafter $240K churn and $57K giving growth			$5.82M
Back to base: price increases5% on subscriptions from Jan			$102K	$99K
Back to base: upsellsmore products to the churches you serve	198.0		$125K	$297K	495	2.5 AMs
New logo: Enterprise churches0 worked of 0 in your plan	0.0	0	$0	$0	0	0.0 AEs
New logo: Dioceses0.0 contracts bring 0 parishes	0.0	0	$0	$0	0	0.0 AEs
New logo: Mid-Market0 worked of 0 in your plan	0.0	0	$0	$0	0	0.0 AEs
New logo: Small Church0 worked of 0 in your plan	0.0	0	$0	$0	0	0.0 AEs
New logo: Untapped0 worked of 0 in your plan	0.0	0	$0	$0	0	0.0 AEs
Plan total	198.0	0	$6.04M	$396K	495	2.5 people
Target			$6.40M
Still to find			$357K

Revenue bridge

Back to base (today's churches, price, upsells), then what your market plan adds, and what is still to find · axis starts at $4.90M

$6.00M

−$240K

+$57K

+$102K

+$125K

+$0

+$357K

$6.40M

Today's base

Churn

Giving growth

Price increases

Upsells

New logos

Still to find

Target

Your market: churches by denomination and tier

Counting the churches…

Catholic0

Enterprise: 0Mid-Market: 0Small Church: 0Untapped: 0

Protestant and other0

Enterprise: 0Mid-Market: 0Small Church: 0Untapped: 0

EnterpriseMid-MarketSmall ChurchUntapped

Revenue ramp, 2027

Each month: today's churches (shrinking as churn builds), the price increase from its month, and upsells and new logos as they go live

January $507K → December $500K a month · churn takes $240K over 2027

Today's churchesPrice increasesUpsellsNew logosLost to churnTarget ÷ 12

Deals by month, and the path to the target

Bars: upsell and new-logo deals each month. Line: revenue so far this year

198 upsells + 0.0 new-logo deals · December: $6.04M against a $6.40M target

Upsell dealsNew-logo dealsRevenue so farTarget pace

1Your market: churches by denomination and tier

The churches we read, across all 50 U.S. states. Catholic is its own market, with its own giving vendors. Untick what you don't sell to; the rest is the market your plan is built on.

Denomination	Enterprise	Mid-Market	Small Church	Untapped	Total
	Budget Score 55 and up	Budget Score 30 to 54	Budget Score under 30	no online giving on its website
CatholicRoman and Eastern Catholic parishes: the one market with its own giving vendors	…	…	…	…	…
Protestant and otherevery other church, including those whose denomination is not stated	…	…	…	…	…
In your plan	…	…	…	…	…

Dioceses (enterprise): Counting…

Counting the churches…

2Revenue target and today's base

What the churches you already serve will pay next year, after churn and the price increase.

The target is

A deal signed in October pays for only a few months of next year, so it counts for less.

Next year's revenue target$Plan yearAnnual revenue from the churches you serve today$Subscriptions plus processing, at today's run-rate.Share of that lost to churn over the year%Builds up evenly, month by month, so this year loses about half of it.Giving growth from the churches you keep%More giving through you; builds up evenly.Price increase on subscriptions%Subscriptions' share of today's revenue%The rest is processing, which the increase doesn't touch.Month the price increase takes effect

3Back to base: upsell to the churches you serve

Selling another product, module or tier to churches that already use you.

Churches you serve todayShare of them that buy an upsell this year%Annual revenue one upsell adds$Months from upsell sale to revenuemonthsUpsell win rate (opportunity to sold)%

198 upsells add $297,000 a year; $124,781 of it lands in 2027.

4New logo: what you can win from your market

Each tier works differently: enterprise churches and dioceses are bigger, slower deals; small churches are quick; untapped churches are buying online giving for the first time. Set each one's numbers.

	Enterprise churches	Dioceses	Mid-Market	Small Church	Untapped
Share you will work this yeardioceses: share pursued	%	%	%	%	%
Annual subscriptiondioceses: per parish	$	$	$	$	$
Online giving through you, a yearper church; dioceses: per parish	$	$	$	$	$
Win rate	%	%	%	%	%
Sales cyclemonths, first meeting to signed	mo	mo	mo	mo	mo
Months to revenuesigning to first revenue	mo	mo	mo	mo	mo
Deals one AE closes a yearfully ramped
Parishes adopting in year onedioceses only		%
In your plan	0	0 dioceses	0	0	0
Worked this year	0	0	0	0	0
Leads	0		0	0	0
First meetings	0		0	0	0
Opportunities	0	0	0	0	0
Deals	0.0	0.0	0.0	0.0	0.0
Churches added	0	0	0	0	0
Annual revenue per deal	$24,000	$0	$6,000	$1,320	$960
Revenue in 2027	$0	$0	$0	$0	$0
AEs needed	0.0	0.0	0.0	0.0	0.0
Share you would have to work to hit the target	n/a	n/a	n/a	n/a	n/a

Churches worked that become leads%Respond, sign up or ask for information.Leads that book a first meeting%First meetings that become qualified opportunities%Marketing cost per lead$Ads, content, events and lists, divided by the leads they bring.Your net processing margin on online giving%What you keep after card and bank costs, e.g. 0.6.

When in the year deals close

Q1%Q2%Q3%Q4%

New logos and upsells. Adds up to 100%.

5Team

Account executives (AEs) win new logos and dioceses; account managers (AMs) sell the upsells.

Fully ramped AEs todayShare of their deal capacity a typical AE closes%Months for a new AE to rampmonthsCounted at half speed while ramping.Month new AEs startFirst meetings one SDR books a month0 if your AEs book their own.Upsell deals one account manager closes a yearAccount managers today

Your 2027 plan · target $6,400,000

Back to base

Today's churches in 2027

$6,000,000 less $240,000 churn, plus $56,806 giving growth and $101,794 price increase

$5,918,600

Upsells in 2027

198 deals

$124,781

Back to base in total

$6,043,381

New logo, from your market

The target still needs

$356,619

Your market plan delivers

0.0 deals, 0 churches added

Still to find: $356,619. Nothing in the market plan yet.

Leads

Marketing budget

Team

Ramped AEs the plan needs

you have 5; to hire: 0

0.0

New-logo deals each AE must close

0.0 a month with today's 5; 0.0 each once the hires are on

0.0 a year

SDRs to book the meetings

0.0

Account managers the upsells need

you have 2; to hire: 1

2.5

Upsells each AM must close

8.3 a month with today's 2

99.0 a year

A working Excel model with live formulas and charts: free to keep and change.

Done? Take the whole model with you.

Export it to Excel: a fully working model of everything you just built, with every number a live formula and all the charts. It's yours to keep, free, and to change as your plan changes: share it with your team, rerun it at mid-year, try a new target.

New-logo funnel and marketing

Marketing budget $0 at $100 a lead · n/a per church deal

Churches worked0

↓ 10% become leads

Leads0

↓ 50% book a meeting

First meetings0

↓ 50% qualify

Qualified opportunities0

↓ each tier at its own win rate

Church deals0.0

When first meetings must happen

Each quarter's deals need their first meetings one sales cycle earlier.

	Q1 deals	Q2 deals	Q3 deals	Q4 deals
Enterprise churches	May 2026 (passed)	Aug 2026 (passed)	Nov 2026 (now)	Feb 2027
Dioceses	Feb 2026 (passed)	May 2026 (passed)	Aug 2026 (passed)	Nov 2026 (now)
Mid-Market	Oct 2026 (passed)	Jan 2027	Apr 2027	Jul 2027
Small Church	Jan 2027	Apr 2027	Jul 2027	Oct 2027
Untapped	Dec 2026	Mar 2027	Jun 2027	Sep 2027

Month by month, 2027

Upsells and new logos close through the year and pay from go-live. Churn builds up evenly, so today's churches pay a little less each month.

	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec	Year
Upsell deals (back to base)	16.5	16.5	16.5	16.5	16.5	16.5	16.5	16.5	16.5	16.5	16.5	16.5	198.0
New-logo deals: Enterprise churches	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0
New-logo deals: Dioceses	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0
New-logo deals: Mid-Market	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0
New-logo deals: Small Church	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0
New-logo deals: Untapped	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0
New-logo deals per AE on the team	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0	0.0
Revenue from today's churches	$498,749	$496,238	$493,715	$491,182	$488,638	$486,082	$483,515	$480,938	$478,349	$475,749	$473,138	$470,515	$5,816,806
Lost to churn (vs. today)	−$1,667	−$5,000	−$8,333	−$11,667	−$15,000	−$18,333	−$21,667	−$25,000	−$28,333	−$31,667	−$35,000	−$38,333	−$240,000
Price increase	$8,728	$8,684	$8,640	$8,596	$8,551	$8,506	$8,462	$8,416	$8,371	$8,326	$8,280	$8,234	$101,794
Upsell revenue	$0	$1,031	$3,094	$5,156	$7,219	$9,281	$11,344	$13,406	$15,469	$17,531	$19,594	$21,656	$124,781
New-logo revenue	$0	$0	$0	$0	$0	$0	$0	$0	$0	$0	$0	$0	$0
Total revenue	$507,477	$505,953	$505,449	$504,934	$504,407	$503,870	$503,321	$502,760	$502,188	$501,605	$501,011	$500,406	$6,043,381
Revenue so far this year	$507,477	$1,013,430	$1,518,879	$2,023,813	$2,528,220	$3,032,090	$3,535,410	$4,038,170	$4,540,359	$5,041,964	$5,542,975	$6,043,381	$6,043,381
Target pace	$533,333	$1,066,667	$1,600,000	$2,133,333	$2,666,667	$3,200,000	$3,733,333	$4,266,667	$4,800,000	$5,333,333	$5,866,667	$6,400,000	$6,400,000

Your plan is built on the churches you'll work this year

Counting the churches…

Your numbers stay in this browser. Church counts come from ChurchMind's reading of church websites across all 50 U.S. states. Privacy