Key takeaways
- Pick two or three numbers before you start.
- Compare the same period before and after.
- Count staff time, response speed and booked work.
Choose a baseline
Before turning anything on, write down current response time, enquiries per week, booked jobs and hours spent on the task. Without a baseline every result is a guess.
Track a few numbers
Response time, share of enquiries that become bookings, hours saved and revenue from re-engaged customers cover most projects. Resist tracking everything.
Be honest about causes
Seasonality, marketing and pricing also move your numbers. Compare like periods, and treat early results as directional. Use our simulator to frame an estimate and our audit to find the starting point.
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