Here's How To Prepare For The Meeting. Make sure to watch the preparation video prior to our meeting
Please Make Sure To Have The Metrics Listed Below Ready For The Sales Audit
Add the call to your calendar, and make sure you're in a queit setting, distraction free, and ready to dive in.
What’s your current paid traffic budget?
From all sources combined - inbound & outbound.
Meta, Google, organic, referrals, etc.
estimate if not being vigorously tracked
From all sources
Percent of booked calls that actually happen.
Percent of completed calls that convert to sales.
estimate if not being vigorously tracked
Brief outline from lead → close
Who’s selling? (You, closers, setters, etc.)
Share of clients who renew or stay month-to-month.
Total revenue a client generates over their entire relationship.
If offering higher back-end services
How long it takes for a client to see results or ROI
Share of clients who leave in a given month.