As of September 2023, year-to-date sales are $1.3 million, with a focus on improving client satisfaction.
Referrals
Referrals account for 57% of sales, while marketing efforts contribute 43%, showcasing the effectiveness of both approaches.
Average Sales
Average sales per month are around $160,000, reflecting steady growth.
The sales team receives about 270 calls monthly, which is vital for client engagement.
Close Rate
The close rate is currently at 23%, indicating potential for improvement.
Client Referral Rate
The client referral rate is at 30%, indicating a positive client experience.