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I've been with an independent agency for nearly 2 years now and love it. I've done a piss poor job tracking numbers. I see the value of tracking the numbers, but haven't made it a consistent part of my quoting/uploading process.
Stumbled on this great link and wanted to get all yalls thoughts. It seems overwhelming to try and track all of them without a CRM or similar system.
Welcome to ACT - Grow Your Agency & Improve Your Marketing by Tracking Key Metrics
What numbers do you personally track or see being the most important?
What prospecting/activity numbers do you keep track of?
If any of you have an excel tracking sheet put together and are willing to share it, I'd def. be grateful. Mine is a bit clunky and I'm not an excel wizard.
Thank you
Stumbled on this great link and wanted to get all yalls thoughts. It seems overwhelming to try and track all of them without a CRM or similar system.
Welcome to ACT - Grow Your Agency & Improve Your Marketing by Tracking Key Metrics
What numbers do you personally track or see being the most important?
What prospecting/activity numbers do you keep track of?
If any of you have an excel tracking sheet put together and are willing to share it, I'd def. be grateful. Mine is a bit clunky and I'm not an excel wizard.
Thank you
