Core Offer: Performance System Setup

$1,500 - $3,000 (Based on company size/Complexity)

 

  • Audit of current KPIs, tools, and reporting structure
    • Understanding the tools and means by which your business records data and who's responsible for it.
  • Custom KPI development 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 KPIs.
  • 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

    • 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. 

Additional services: Performance Metrics Optimization

 

  • Live Dashboards ($500+)

    • Google Data Studio / Power BI dashboard with real-time KPIs

 

  • Automation Setup ($300+)
    • Auto-pull reports from your POS/CRM

 

  • Sales or Team KPI Training ($250/session)

    • Focused workshops on performance tracking

 

  • Quarterly Planning Support ($400/qtr)
    • KPI-informed strategic planning sessions

 

  • Competitor Benchmarking ($250/report)
    • Compare your numbers with similar businesses

Retainer Packages: Ongoing Performance Optimization

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