COCA and LTV

1. ENTREPRENEURSHIP 103
COCA Worksheet – Sales and Marketing Expenses
(This worksheet has three tabs: "Sales and Marketing Expenses", "Estimate the COCA" and "Plot Your COCA and LT
Short Term
direct sales $10k+
Short Term
Email marketing expenses $10k+
Sales Expenses
Marketing Expenses

2. A" and "Plot Your COCA and LTV". Please see below!)
Medium Term Long Term
website sales $100k+ sales through other channels $245k+
Medium Term Long Term
social media marketing $100k+ Advertising $ 245k+

3. ENTREPRENEURSHIP 103
COCA Worksheet – Estimate the COCA
(This worksheet has three tabs: "Sales and Marketing Expenses", "Estimate the COCA" and "Plot Your COCA and LT
Year 1
New customers forecasted $300-$500
All sales expenses for period $10K
All marketing expenses for period $10K
Total marketing and sales expenses for period $20k
COCA for the period $20K+
Convert Estimation into Short, Medium, and Long Term
Short-term COCA $40k+
Medium-term COCA $240k+
Long-term (steady state) COCA $490k+
Time Period (the default is one y
Understanding that these numbers are not precise, estimate your COCA for the short, medium, and lo
Make an estimate that you are comfortable with, and express the estimate as a range instead of an e

4. CA" and "Plot Your COCA and LTV". Please see below!)
Year 2 Year 3 Year 4 Year 5
$200-$300 $100.00 $50.00 $15-$20
$10K $100k $100k $25k
$10K $100k $100k $25k
$20k $200k $200k $50k
$20k+ $200k+ $200k+ $50k+
ime Period (the default is one year, but that can change based on your situation)
CA for the short, medium, and long term, based on the time periods that you defined.
mate as a range instead of an exact number.

5. ENTREPRENEURSHIP 103
COCA Worksheet – Plot Your COCA and LTV
(This worksheet has three tabs: "Sales and Marketing Expenses", "Estimate the COCA" and "Plot Your COCA and LT
COCA AND LTV PLOT (COCA and LTV numbers here are only example numbers. Change them b
Year 1 Year 2 Year 3 Year 4
LTV 33,500.0$ 37,500.0$ 135,000.0$ 200,000.0$
COCA 20,500.0$ 20,300.0$ 200,000.0$ 200,000.0$
$-
$50,000.0
$100,000.0
$150,000.0
$200,000.0
$250,000.0
$300,000.0
Year 1 Year 2 Year 3 Year 4
COCA vs. LTV
LTV COCA

6. COCA" and "Plot Your COCA and LTV". Please see below!)
xample numbers. Change them by inputting your numbers!)
Year 5
250,000.0$
50,000.0$
Year 4 Year 5