What's inside

Eight measures, one monthly review

The measures, the setup steps and the meeting that makes them useful.

  • Eight shared measures with a plain definition of how to calculate each.
  • Five setup steps so every location counts the same way.
  • How to read common patterns, such as high leads with a low booked rate.
  • A 40-minute monthly review agenda.
  • Cautions on comparing locations fairly and judging trends over time.
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Two pages. Build it in a spreadsheet or your CRM.