Core Offer: Performance System Setup
Contact us for free consultation and quote!
- Audit of current KPIs, tools, and reporting structure.
- Understanding the tools and methods your business records data and who's responsible for it.
- Develop progress indicators aligned with business goals.
- Together, we'll build a framework of what data to track, in addition to your existing POS, and how to gather this data.
- Implementation of tracking tools (POS, spreadsheets).
- We'll provide you with a custom KPI dashboard that will monitor your progress indicators.
- Staff training on metric tracking and interpretation.
- Provide training to staff on how to use, read, and interpret the dashboards functions.
- Creation of reporting templates for owners/managers.
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outlines how the company measures, tracks, and communicates its progress towards achieving its strategic goals. Including sections for performance planning, monitoring, evaluation, and recognition, ensuring alignment with company objectives.
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Additional services: Performance Metrics Optimization
- Live Dashboards ($500)
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With this tool, you’ll be able to input and track your progress indicators in one place, updated by your team or mine.
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- Automation Setup ($300)
- Auto-pull reports from your POS/CRM
- Team training ($250/session)
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Focused workshops on performance tracking and how to use/interpret the data in meaningful ways.
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- Competitor Benchmarking ($250/report)
- Compare your numbers with similar businesses
Retainer Packages: Ongoing Performance
Navigate the path to growth and expansion with one of our three Strategic Growth retainer Tiers.
Essentials ($500/mo)
Monthly KPI check-in, dashboard updates, 1 report
Pro ($750/mo)
Everything in Essentials + quarterly planning, 2 coaching calls/month
Premium ($1,200/mo+)
Full analytics support, team coaching, custom projects