WEEK 8
The Dashboard
Manage Your Marketing and Sales with these Metrics

The Dashboard:
Manage Your Marketing and Sales with these Metrics

This week’s homework assignment:

  1. Watch week #8 video
  2. Download The Ultimate Cheat Sheet to Profitable Tax Resolution Marketing icon-pdf

5 Comments

  1. Hi Michael,

    Can you provide us with KPI’s worksheets?

    Reply
    • If you email Becky or Sue at info@rozstrategies.com they can direct you to this cheat sheet.

      Reply
      • On second thought, the worksheet is attached above right under the video!

  2. When you say “revenue”, are you referring to book recorded revenue or the total sales value per the signed agreement with the client (engagement letter)?

    Reply
    • Revenue is referring to the total engagement value of the client.

      Reply

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