01/30/2024 - Score to Soar

On our Elevate Accountability Call we talk through updates about hiring lead managers, implementing marketing channels, and progress towards revenue targets. The group plans to start basic lead and deal tracking scorecards to establish conversion rate baselines before setting more goals, with action items including scorecard tracking initiation, CRM data analysis, and prioritizing consistent lead follow-ups. Specific topics are discussed as well, such as:

· How did you approach the hiring process for lead managers, and what criteria were prioritized to ensure their effectiveness in achieving business goals?
· How have you been implementing and optimizing various marketing channels, and what strategies have proven most successful in driving leads and conversions?
· How are you currently measuring and assessing progress towards your revenue targets, and what adjustments or strategies are being considered to meet or exceed those goals?
· How do you plan to initiate and structure the basic lead and deal tracking scorecards, and what specific metrics will be tracked to establish conversion rate baselines?
· How do you intend to kickstart the scorecard tracking process, and what role will it play in setting more specific goals for the future?
· How are you planning to analyze CRM data to derive actionable insights, and what specific areas or trends will be focused on during this analysis?
· How do you prioritize and ensure consistent follow-ups with leads, and what strategies are in place to maintain engagement throughout the lead lifecycle?