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Untitled design (24).png

KPI Review and Implementation

$500.00

There are maybe six numbers that predict whether your month is going to be any good. Most teams track thirty and look at none of them.

I'll go through what you're measuring now, cut what nobody opens, and set up tracking on the handful that move first. Dials. What time of day the contacts actually happen. Conversations per appointment. Appointments per close. Numbers a rep can do something about tomorrow morning, rather than a revenue figure they can only sit and watch.

Then we make it something your team will keep. If logging the number takes longer than making the call, it won't get logged, and you're back to guessing inside a month.

The point isn't a dashboard. It's catching a problem in week two instead of at quarter close, while there's still time to fix it.

Suited to a team or a single rep. Just know that tracking a number and acting on one are two different projects. I'm setting up the first.

There are maybe six numbers that predict whether your month is going to be any good. Most teams track thirty and look at none of them.

I'll go through what you're measuring now, cut what nobody opens, and set up tracking on the handful that move first. Dials. What time of day the contacts actually happen. Conversations per appointment. Appointments per close. Numbers a rep can do something about tomorrow morning, rather than a revenue figure they can only sit and watch.

Then we make it something your team will keep. If logging the number takes longer than making the call, it won't get logged, and you're back to guessing inside a month.

The point isn't a dashboard. It's catching a problem in week two instead of at quarter close, while there's still time to fix it.

Suited to a team or a single rep. Just know that tracking a number and acting on one are two different projects. I'm setting up the first.

Payment. Pay in full at checkout, or pay half as a deposit and the balance is charged automatically seven days after purchase.

Refunds. Cancel before the work starts and you get back everything you’ve paid. Once the work has been delivered, it isn’t refunded.

Before we start. Every service begins with a free fifteen-minute call, so we agree on exactly what you’re getting before any work begins.

Delivery. Delivered within 72 hours of our fifteen-minute call.

In person or virtual. Virtual anywhere. In person at no extra charge if your office is within fifty miles of downtown Fort Worth. Past fifty miles I’ll still come to you, with travel agreed in writing and paid in advance. If you’d rather not cover travel, switch to virtual or cancel, and you get back everything you’ve paid.