In today’s competitive market, driving sales requires more than just effective strategies and strong execution—it demands clear evidence of value. Forecasting the ROI of key marketing projects and initiatives not only leads to increased sales, but it also builds trust and confidence, enhances persuasive communication, and optimizes resource allocation. A serious and credible process will forecast:

• Reaction to the marketing
• Takeaways from the marketing
• Customer actions
• Impact (sales, new customers)
• ROI
• Intangible benefits

ROI forecasting is not just about numbers—it’s a strategic tool that helps organizations focus on high-value opportunities, improve performance, and achieve sustainable success. By integrating ROI forecasting into your process, your marketing team can move beyond promoting and selling products or services and focus on selling measurable outcomes, which is often a more compelling proposition for your clients.

Join Jack Phillips, Ph.D., Chairman of ROI Institute and a world-renowned expert in measurement and evaluation, for an engaging webinar on how ROI forecasting can revolutionize your sales efforts. This session will also explore how to select the experts to make the forecast, how to adjust the forecast to be conservative, how to guarantee the ROI with minimum risk, and how to follow up with the delivery of the ROI.

Objectives

After attending this program, participants should be able to:

• Identify the five levels of outcome for any program
• Apply ROI forecasting to predict the financial impact of marketing initiatives
• Optimize strategies to align with organizational goals and deliver maximum impact
• Showcase the value of your investments with data-driven insights
• Strengthen client trust and decision-making by demonstrating measurable outcomes

Webinar participants will receive a copy of the books ROI in Marketing: The Design Thinking Approach to Measure, Prove, and Improve the Value of Marketing and The Consultant’s Guide to Results-Driven Business Proposals: How to Write Proposals that Forecast Impact and ROI.

Jack J. Phillips, Ph.D., chairman of ROI Institute, Inc., is a world-renowned expert on accountability, measurement, and evaluation. Phillips consults for Fortune 500 companies and major global organizations. The author or editor of more than 75 books, he conducts workshops and presents at conferences globally.

Jack has been recognized and awarded for his work by numerous professional organizations, including receiving the 2024 Thought Leader Award from The Association of Learning Providers (ISA) and the 2022 Association of Talent Development (ATD) Talent Development Thought Leader Award along with his wife and ROI Institute co-founder, Patti P. Phillips, Ph.D. SHRM presented Jack with its highest creativity award for an ROI study and awarded an ROI Institute book with a best book award. ROI Institute has been named a winner in Training Magazine Network's annual Choice Awards for five consecutive years.

Jack's work has been featured in the Wall Street Journal, BusinessWeek, and Fortune magazine, and he has been interviewed by several television programs, including CNN.