Hi Isaac and Annie – I find that when doing something new, I just use paper and/or a spreadsheet, and try not to complicate it too much, until I understand the patterns and what is normal. Lets try that out:
– Generating Leads
– Qualifying Leads
– Converting Leads
– Making Sales
I think of it in these four steps, and in each case I think about ‘what outcomes am I looking for’ and ‘what do I have to do to get the result’ – and then I think about that on a weekly, monthly and quarterly basis. e.g. to get generate 20 leads a week, I am going to need to make 100 phone calls a week, which is like 15 calls a day.
Then I just get going, and start measuring the inputs and results, do it a for a few weeks, and then learn from that and update.
Rinse and repeat.
Does that help – ? One other thing, I like to review this ‘weekly’ – sure, I record stuff, but weekly I sit down and look at the data and then make tweaks as a result.