Free Template
PI Marketing Vendor
Scorecard Template
Stop guessing which lead vendors actually deliver signed cases. Score every source on cost per lead, cost per signed case, conversion rate, and average settlement value — then grade them red, yellow, or green.
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What's Inside
Everything You Need to Grade Your Vendors
The scorecard gives you a structured, repeatable framework to evaluate every lead vendor your firm works with — from Google LSA to mass tort lead providers.
Vendor Scoring Criteria
Evaluate every lead source across 8 performance dimensions — from cost per lead to settlement ROI — using a standardized framework.
Red / Yellow / Green Grading
Instant visual grades for each vendor. Red flags underperformers, yellow flags vendors to watch, green confirms strong performers worth scaling.
Cost Per Case Calculation
Built-in formulas that calculate true cost per signed case for each vendor — not just cost per lead. The only metric that actually matters.
Vendor Comparison Framework
Side-by-side vendor comparison with weighted scoring, so you can rank vendors apples-to-apples regardless of channel type.
Scorecard Preview
See What the Scorecard Looks Like
Here is a sample scorecard with realistic PI marketing data across five common lead channels. Your completed scorecard will include your actual vendor metrics and custom grading thresholds.
Vendor Performance Scorecard
Sample Data — Q4 2025 Review Period
| Metric | Google LSA | TV / Broadcast | Mass Tort Vendors | SEO / Organic | Social Ads | |
|---|---|---|---|---|---|---|
| Monthly Spend | $18,000 | $45,000 | $32,000 | $8,500 | $12,000 | |
| Cost Per Lead | $280 | $650 | $420 | $85 | $190 | |
| Cost Per Signed Case | $3,200 | $5,800 | $2,400 | $1,200 | $4,100 | |
| Lead-to-Case Rate | 8.7% | 11.2% | 17.5% | 7.1% | 4.6% | |
| Avg. Settlement Value | $85,000 | $120,000 | $210,000 | $62,000 | $48,000 | |
| Vendor Grade | B | B+ | A | A- | C+ |
Sample data based on typical PI firm marketing spend across five lead channels.
Avg. Cost Per Case
$3,340
Across all vendors
Total Monthly Spend
$115,500
5 active vendors
Blended Conversion Rate
9.8%
Lead to signed case
Top Performer
Mass Tort
Lowest cost per case at $2,400
Aggregate metrics across all five lead vendors.
Lower is better. Mass tort vendors and SEO deliver the lowest cost per signed case.
Sample data shown above is for illustration purposes. The downloadable scorecard template includes blank fields and formulas for your actual vendor data.
Why It Matters
Why Track Vendor Performance?
Most PI firms spend $100K or more per month on lead generation across multiple vendors — but cannot answer a simple question: which vendor delivers the lowest cost per signed case?
The vendor scorecard gives you that answer. Every quarter. Without the guesswork.
Vendor Reports Are Self-Serving
Every vendor reports their own metrics. That's like asking a student to grade their own exam. You need independent tracking from lead to settlement.
Cost Per Lead Is a Vanity Metric
A $100 lead that never converts is infinitely more expensive than a $500 lead that signs and settles for $200K. Track what matters: cost per case.
Partners Want Proof, Not Promises
Budget conversations get easier when you walk in with cost per signed case by vendor. The scorecard gives you that proof in one page.
Spreadsheets Break at Scale
Managing 5+ vendors with hundreds of leads per month in Excel? Something will slip. A structured scorecard catches what spreadsheets miss.
Ready to Take Control?
Stop Guessing. Start Grading.
The scorecard template is free and takes 15 minutes to complete with your actual vendor data. If you want to automate vendor tracking from lead to settlement, RevenueScale does it for you.
15-20%
Higher marketing ROI within 90 days
15 min
Weekly reporting vs. 15 hours manually
80%+
Of PI firms still track ROI in spreadsheets