{"id":54142,"date":"2018-07-14t12:50:50","date_gmt":"2018-07-14t16:50:50","guid":{"rendered":"https:\/\/48e130086c.nxcli.net\/?p=54142"},"modified":"2018-07-17t12:08:57","modified_gmt":"2018-07-17t16:08:57","slug":"measure-your-business-metrics","status":"publish","type":"post","link":"\/\/www.g005e.com\/2018\/07\/14\/measure-your-business-metrics\/","title":{"rendered":"checklist: the essential goal-oriented business metrics"},"content":{"rendered":"

\"\"<\/a>30 items for 2 types of goals.<\/strong><\/p>\n

by jassen bowman<\/i>
\ntax resolution systems<\/i><\/a><\/p>\n

if you need help coming up with some ideas on what types of goals to set within your business, i might suggest you review the following list of possible metrics (things to measure) in your business.<\/p>\n

more on tax resolution:<\/b> building your dream team<\/a> | suggested tax resolution client payment guidelines<\/a> | when to follow up on prospects<\/a> | checklists for new lead generation<\/a> | how to handle client complaints<\/a> | case study: building a tax resolution business<\/a> | marketing requires ruthless accountability<\/a>
\n\"goprocpa.com\"exclusively for pro members. <\/span><\/strong>log in here<\/a> or 2022世界杯足球排名 today<\/a>.<\/span><\/p><\/blockquote>\n

you want your goals to be specific, measurable, achievable, results-focused and timed. your goals will probably change over time as you become better and more confident.
\n
\nfor example, if you\u2019re just starting off you\u2019d be prudent to set an input type of goal, such as liens mailed and dialed per day. as you start to realize your outputs from those inputs (such as your own ratio of leads to liens) you may decide to change your goal to be based on \u201cget x number of prospects per week.\u201d<\/p>\n

ultimately, you\u2019ll likely be setting goals based on revenue or a certain number of clients per week or month.<\/p>\n

here are some metrics to consider when setting your own goals. i\u2019ve broken them up into \u201cinput\u201d and \u201coutput\u201d goals. i prefer to set \u201cinput\u201d goals that i have control over, as these define actual activities that i can work on.<\/p>\n

input goals<\/h4>\n

these are goals that you have a large amount of immediate control in achieving.<\/p>\n

    \n
  1. number of calls to new tax liens per day or week<\/li>\n
  2. number of mailings to new tax liens per day or week<\/li>\n
  3. number of lead followup emails sent per week<\/li>\n
  4. number of prospect followup phone calls per week<\/li>\n
  5. number of inactive tax prep clients contacted per week<\/li>\n
  6. number of craigslist ads posted per week<\/li>\n
  7. number of business networking events attended each week<\/li>\n
  8. number of radio spots run per week<\/li>\n
  9. number of local print ads run per week<\/li>\n
  10. number of professional colleagues contacted each day<\/li>\n
  11. number of blog posts written per week<\/li>\n
  12. number of tweets or status updates posted per week<\/li>\n
  13. number of dream team members added<\/li>\n
  14. total number of dream team members (trend line tracking)<\/li>\n
  15. hours spent \u201csharpening the saw\u201d (stephen covey 7 habits \u2013 personal development)<\/li>\n<\/ol>\n

    output or result goals<\/h4>\n

    these are goals that you have indirect control in achieving. in other words, someone else needs to do something for you to achieve them (e.g., you must send mailings in order to get phone calls).<\/p>\n

      \n
    1. number of web leads generated per week<\/li>\n
    2. number of inbound phone calls per week<\/li>\n
    3. number of consultations with new prospects per week<\/li>\n
    4. number of new clients per week<\/li>\n
    5. number of tax cases resolved per week<\/li>\n
    6. monthly cash flow<\/li>\n
    7. monthly gross profit<\/li>\n
    8. monthly net profit (preferred to gross)<\/li>\n
    9. monthly net worth increase<\/li>\n
    10. monthly net worth (trend line)<\/li>\n
    11. total active caseload<\/li>\n
    12. average revenue per client<\/li>\n
    13. number of active leads in your databases<\/li>\n
    14. number of active prospects in your followup system<\/li>\n
    15. number of professional colleagues in your referral generation program<\/li>\n<\/ol>\n","protected":false},"excerpt":{"rendered":"

      you have 2 types of goals for this.<\/strong>
      \nby jassen bowman<\/em>
      \n      tax resolution systems<\/a><\/em><\/p>\n","protected":false},"author":2176,"featured_media":51695,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_relevanssi_hide_post":"","_relevanssi_hide_content":"","_relevanssi_pin_for_all":"","_relevanssi_pin_keywords":"","_relevanssi_unpin_keywords":"","_relevanssi_related_keywords":"","_relevanssi_related_include_ids":"","_relevanssi_related_exclude_ids":"","_relevanssi_related_no_append":"","_relevanssi_related_not_related":"","_relevanssi_related_posts":"","_relevanssi_noindex_reason":"","footnotes":""},"categories":[2271,3120,2740],"tags":[],"class_list":["post-54142","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-marketing","category-pro-member-exclusive","category-tax-resolution-services"],"acf":[],"yoast_head":"\nchecklist: the essential goal-oriented business metrics - 卡塔尔世界杯常规比赛时间<\/title>\n<meta name=\"description\" content=\"actionable intelligence for tax, accounting, and financial professionals\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"\/\/www.g005e.com\/2018\/07\/14\/measure-your-business-metrics\/\" \/>\n<meta property=\"og:locale\" content=\"en_us\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"checklist: the essential goal-oriented business metrics - 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