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Brivity Case Study Framework: How to Evaluate ROI Before You Buy (2026)

The only way to evaluate Brivity properly is to treat it like a case study before you buy it.

Austin Beveridge

Tennessee

, Goliath Teammate

Most teams evaluate Brivity the wrong way.

They look at:

  • Features

  • Pricing

  • Demos

But that doesn’t tell you if it will actually produce more deals.

The only way to evaluate Brivity properly is to treat it like a case study before you buy it.

This framework shows you exactly how to do that, so you can predict ROI before you commit.

Step 1: Define Your Current Baseline (No Assumptions)

Before evaluating Brivity, you need a clear picture of where you are today.

Track Your Current Metrics

  • Leads per month

  • Contact rate (%)

  • Appointment rate (%)

  • Offer rate (%)

  • Close rate (%)

  • Cost per lead

  • Cost per deal

Example Baseline

  • 300 leads/month

  • 30% contact rate

  • 10% appointment rate

  • 2% close rate

  • $50 per lead

  • $7,500 per deal

Without this, you can’t measure improvement.

Step 2: Identify Your Real Bottleneck

This is where most teams get it wrong.

Ask:

Where is your pipeline actually breaking?

Common Bottlenecks

A. Disorganization

  • Leads not followed up

  • Missed tasks

  • No pipeline visibility

B. Follow-Up Inefficiency

  • Slow response times

  • Inconsistent outreach

  • Weak automation

C. Lead Quality

  • Low intent

  • Poor timing

  • High volume, low conversion

Why This Matters

Brivity solves:

A and B

It does not solve:

C

Step 3: Map Brivity’s Impact on Your Funnel

Now apply Brivity to your actual funnel.

Where Brivity Improves Performance

Brivity can increase:

  • Speed to lead

  • Follow-up consistency

  • Pipeline visibility

  • Agent accountability

This typically improves:

  • Contact rate

  • Appointment rate

What Brivity Does NOT Improve

  • Lead quality

  • Seller intent

  • Timing of opportunities

Step 4: Model Expected ROI (Realistically)

Now build a simple before/after model.

Before Brivity

  • 300 leads

  • 30% contact = 90 contacts

  • 10% appointment = 9 appointments

  • 2% close = 6 deals

After Brivity (Typical Improvement)

Assume improvements in execution:

  • Contact rate → 40%

  • Appointment rate → 12%

  • Close rate stays similar

Result:

  • 300 leads

  • 120 contacts

  • 14–15 appointments

  • 7–8 deals

Improvement: +1 to +2 deals/month

What This Means Financially

If each deal = $7,500:

  • +2 deals = $15,000/month increase

That’s real ROI.

Step 5: Factor in Total Cost (Not Just Subscription)

Now subtract the real cost.

Brivity Cost Components

  • Platform (~$299+/month)

  • Per-user costs

  • Ad spend

  • Setup time

  • Training time

Real Monthly Cost Example

  • CRM: $300

  • Ads: $3,000

  • Misc tools: $500

Total: ~$3,800/month

Net ROI Example

  • +$15,000 revenue

  • −$3,800 cost

Net gain: ~$11,200/month

Step 6: Stress Test the Model (Important)

Ask:

What happens if lead volume drops?

Because Brivity depends on:

  • Consistent lead flow

  • Ongoing marketing

If leads drop:

  • Your ROI drops

  • Your pipeline slows

Step 7: Evaluate Risk (Most Teams Skip This)

Brivity risk factors:

  • Dependence on ads

  • Rising cost per lead

  • Lead quality variability

  • Agent performance inconsistency

ROI is tied to inputs you don’t fully control.

Step 8: Compare Against a Better Model

This is where the case study becomes strategic.

Instead of only asking:

“Will Brivity improve performance?”

Ask:

“Is this the best way to improve performance?”

Brivity ROI Model

  • Improve execution

  • Increase conversion

  • Requires same lead volume

Goliath ROI Model

  • Improve targeting

  • Improve timing

  • Reduce wasted outreach

Instead of:

  • 300 low-quality leads

You get:

Fewer, higher-probability opportunities

Example Comparison

Brivity Scenario

  • 300 leads

  • 2.5% close rate

  • 7–8 deals

Goliath Scenario

  • 100 high-intent opportunities

  • 6–10% close rate

  • 6–10 deals

Same or better results with less volume

Step 9: Decide Based on Your Bottleneck

Choose Brivity if:

  • Your problem is execution

  • Leads are already strong

  • Follow-up is inconsistent

Choose Goliath if:

Step 10: Use This Final ROI Test

Ask yourself:

If I doubled my follow-up quality… would results double?

If yes → Brivity is valuable

If no → Your issue is not a follow-up

It’s opportunity quality

Final Takeaway

Brivity can absolutely deliver ROI, when used correctly.

It improves:

  • Organization

  • Follow-up

  • Accountability

But it does not change:

The quality of your pipeline

So the real evaluation isn’t:

“Is Brivity worth it?”

It’s:

“Is improving execution enough to grow my business?”

Because in 2026, the teams that win aren’t just better at converting leads.

They’re working better opportunities from the start.

…

Goliath Data helped a local buyer identify 17 distressed opportunities in a single county.