Okkanti — Agency ROI Calculator

Per-client economics

Avg client value $5,000

Gross margin after field staff 28%

Admin hourly rate $40/hr

Client acquisition cost (CAC) $250

Clients per year 65

Admin hours per client

breakdown drives all calculations

Intake + lead nurture 1.0 hrs

Matching 1.0 hrs

Visit tracking + follow-up 2.0 hrs

Fill-ins + client touchpoints 1.0 hrs

Reimbursement questions 1.0 hrs

Billing (multiple periods) 2.5 hrs

total hrs / client

8.5 hrs

= $340 admin cost

Per-client margin waterfall

Gross margin / client

$1,400

after field staff DCOS

Admin cost / client

$340

8.5 hrs × $40

Annual admin burden

$22,100

65 clients × $340

Net per client

$810

16.2% effective margin

Annual net (all clients)

$52,650

before G&A overhead

Net after G&A overhead

$10,269

3.2% true operating margin

Unquantified risks — not in this model

~$375K est. lost revenue from slow matching (15% of annual volume)

HIPAA exposure on non-compliant tools handling PHI

Churn compounding — each lost client resets CAC clock

Annual G&A overhead

Payroll data collection

360 hrs

$14,400 / yr

Credential tracking

40 hrs

$1,600 / yr

Recruiting + replacement

150 hrs

$9,000 / yr

Labor hours

Payroll hrs/month 30 hrs

Credential hrs/year 40 hrs

Recruiting hrs/year 150 hrs

Direct costs

Indeed ads + background checks $3,000

Fragmented software stack $14,381

Total annual overhead

550 hrs · $25,000 labor · $17,381 direct

$25,000 labor

$42,381 all-in

Okkanti Enterprise (25 doulas)

$7,188 / yr

replaces entire fragmented stack

G&A hours recovered

275 hrs

$11,000 in labor freed

Admin hrs saved / client

3.5 hrs

$9,100 across 65 clients

Estimated total ROI

3.6×

$26,100 net savings