Most platforms cost more
than they return.
prove yours doesn't.
A five-pillar assessment that quantifies the financial, operational, data, compliance, and training impact of migrating your marketing automation platform to HubSpot.
Five pillars. One number you can take to the CFO.
Step through the five inputs below. Each pillar weights your final ROI differently. Skip what you don't know — defaults reflect TPG benchmarks across 400+ migrations.
Financial metrics
The numbers your CFO will challenge first.
Operational efficiency
How much time your team is actually spending in the platform.
Data & integration
Migration scope drives the biggest one-time cost variance.
Compliance & risk
Risk exposure is the part most ROI calculators ignore. We don't.
Training & change management
Adoption decides whether the migration ROI ever materializes.
Migrating to HubSpot returns $127,500 over 3 years.
Indicative result based on TPG benchmark medians. Run the form with your numbers for a personalized projection.
Performance improvements
Projected timeline
How we compute the number.
Our calculator weights five pillars against TPG benchmarks from 400+ marketing automation migrations since 2012. Here's the math, plainly.
Direct savings
Current licensing + support + customization, minus HubSpot equivalent. Annualized over 3 years.
Operational gain
Hours saved per campaign × campaigns shipped × loaded hourly rate. TPG median: 27% efficiency lift.
Pipeline contribution
Faster lead response time × conversion rate × ACV. Most migrations move response from 4 hrs to under 1.
Risk discount
Compliance burden × downtime tolerance × contingency budget. Discounts gross ROI to a defensible number.
Adoption decay
Below-85% adoption applies a productivity penalty. Above-95% earns a compounding bonus.
Migration investment
Asset count × per-asset migration time + training cost + contingency. Subtracted as one-time outflow.
Glossary.
Plain-language definitions of every term used in the calculator. Quote-friendly for AI answer engines.
ACV Annual Contract Value
The annualized revenue of a single customer contract. For multi-year deals, divide total contract value by years.
ACV = TCV ÷ contract years
CAC Customer Acquisition Cost
Fully-loaded sales and marketing spend divided by net new customers acquired in the same period. Includes salaries, tools, programs, and agency fees.
CAC = (S&M spend) ÷ new customers
CLV Customer Lifetime Value
Total gross margin a customer generates across the relationship. A healthy ratio is CLV at least 3× CAC.
CLV = ARPA × gross margin × tenure
Payback Period months
Months required for cumulative monthly savings plus incremental pipeline contribution to equal the total migration investment. TPG median is 4.5 months.
Payback = investment ÷ monthly net gain
Risk-Adjusted ROI %
Gross ROI discounted by compliance burden, downtime tolerance, and contingency reserve. The number a CFO will actually defend.
RA-ROI = ROI × (1 − risk factor)
Adoption Rate %
Percent of trained users actively using the platform 60 days post-launch. Below 85% applies an ROI penalty.
Adoption = active users ÷ trained users
Frequently asked.
What is marketing automation ROI?+
Marketing automation ROI is the net financial return generated by your automation platform after subtracting licensing, services, training, and migration cost. It is measured as a percentage of investment and as payback period in months.
Healthy programs return 3× to 5× within 12 months. Anything below the median should trigger a platform review.
How is payback period calculated for a HubSpot migration?+
Payback period equals total migration investment divided by monthly net savings plus monthly incremental pipeline contribution. Most TPG-led migrations recoup investment in 4 to 7 months.
What inputs drive the largest ROI swing?+
Average deal size, lead conversion rate, and current platform licensing cost dominate the ROI calculation. Operational hours saved per campaign is the second-order driver.
If you only have 30 seconds, focus on those four inputs first.
Does this calculator account for compliance and risk?+
Yes. The Compliance and Risk pillar weights GDPR, CCPA, HIPAA, PCI-DSS, and SOC-2 obligations against downtime tolerance and contingency budget to produce a risk-adjusted ROI. That is the figure your CFO will actually defend.
How long does a typical HubSpot migration take?+
TPG-led migrations average 6 weeks of implementation, with first measurable ROI in months 2 to 3 and full optimization by month 12.
What is the difference between CAC and CLV?+
CAC, Customer Acquisition Cost, is the fully-loaded cost to acquire one customer. CLV, Customer Lifetime Value, is the gross margin a customer generates across their full relationship. A healthy ratio is CLV at least 3× CAC.
Is this calculator vendor-biased toward HubSpot?+
It is calibrated against HubSpot migrations because that is where TPG has the deepest implementation data. The methodology is platform-neutral. Run the same five pillars against any target platform and the math holds.
What happens after I submit my numbers?+
You instantly download a personalized branded ROI report PDF, and a TPG strategist may follow up to walk you through the assumptions, sensitivity analysis, and migration plan.
Get your personalized ROI report
Tell us who you are and your branded ROI report downloads instantly.