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KPI Review and Implementation

$500.00

I will review your metrics and set up easy tracking for things like number of dials, time of contact, close rates, etc.

Unlike chasing vanity numbers, I focus on what matters—that mindset of holding myself accountable helped me exceed targets advising teachers in hectic school districts across DFW, measuring progress without overthinking.

Suited for groups or individuals wanting clear insights, turning data into actionable steps.

To be clear, the purpose of this service is to identify gaps and offer ideas to improve communication throughout the sales process. I will be looking at it from the perspective of the salesperson to make suggestions.

  • This is purely informational and I am not making any promises to make the changes myself.

  • I am simply offering advice based on real-world experience where I have seen positive results.

  • The purchase of this service by a client does not come with any guarantees and there is no requirement to take my suggestions.

Read below for additional information

I will review your metrics and set up easy tracking for things like number of dials, time of contact, close rates, etc.

Unlike chasing vanity numbers, I focus on what matters—that mindset of holding myself accountable helped me exceed targets advising teachers in hectic school districts across DFW, measuring progress without overthinking.

Suited for groups or individuals wanting clear insights, turning data into actionable steps.

To be clear, the purpose of this service is to identify gaps and offer ideas to improve communication throughout the sales process. I will be looking at it from the perspective of the salesperson to make suggestions.

  • This is purely informational and I am not making any promises to make the changes myself.

  • I am simply offering advice based on real-world experience where I have seen positive results.

  • The purchase of this service by a client does not come with any guarantees and there is no requirement to take my suggestions.

Read below for additional information

Service can be performed virtually or in-person.

Payment: 50% deposit upfront, balance due upon delivery of service.

No refunds after confirmation of service(s) rendered.

I have done my best to set expectations for each Workshop or service(s) provided and we will discuss this in further detail during our Initial Consultation.

Delivery of service is detailed below:

KPI Review and Implementation

  • Requires 15 minute initial consultation before service is delivered.

  • 72 hour turnaround from date of purchase to delivery of service.

TO BOOK AN IN-PERSON WORKSHOP OR SERVICE(S) CLIENT’S OFFICE/BUSINESS ADDRESS MUST BE LOCATED WITHIN A 50 MILE RADIUS OF CITY TOWN CENTER II BUILDING (BANK OF AMERICA TOWER) IN DOWNTOWN FORT WORTH, TEXAS.

  • ANY IN-PERSON WORKSHOP OR SERVICE(S) WILL REQUIRE PAID TRAVEL EXPENSES WHICH WILL BE HANDLED ON A CASE-BY-CASE BASIS.

  • IN THE EVENT AN IN-PERSON WORKSHOP/SERVICE(S) IS BOOKED AND THE CLIENT DOES NOT INTEND TO PAY FOR TRAVEL EXPENSES, THEY CAN CHOOSE FROM TWO AVAILABLE OPTIONS AFTER BOOKING ONLINE:

  1. SWITCH TO A VIRTUAL WORKSHOP OR SERVICE(S) AND PAY THE REMAINING AMOUNT ONLINE AS OUTLINED PER THEIR CHOSEN WORKSHOP/SERVICE(S)

    OR

  2. CANCEL THEIR WORKSHIP OR SERVICE(S) AND RECEIVE A REFUND OF THEIR ENTIRE DEPOSIT