You’re tired of losing sales from not having the whole picture of what’s going on in your business.
You’ve tried to bring your numbers into the conversations with your team, but it feels like something is still missing.
Sure, you have now dedicated a set time during your monthly meetings to have your people share the numbers they have collected over the last month…
…but it isn’t really changing the way you do business.
And missing the crucial step of using your numbers to take action is costing you hundreds (if not thousands) of dollars.
Imagine if you could:
✨ See the patterns happening in your business over time
✨ Understand what those patterns mean for your business
✨ Confidently walk out of each meeting with a list of action
steps
✨ See your revenue & other results skyrocket because you are
leveraging your data in decision making
Working with a data specialist allows you to increase your revenue by taking small, data-backed action steps to achieve & exceed your business goals.
All without having to touch a spreadsheet.
Click here to get started!
My Method
Data doesn’t have to be complicated or confusing.
With each of my clients, I use the CLEAR Data Method to keep their numbers focused & easy to interpret so they can be building a membership or group program that sells.
- Start by Clarifying Goals so your marketing finally lines up with what you want.
- Locate Metrics that reveal the truth (no guessing, no fluff). That means looking at the specific posts, emails, blogs, videos, or episodes that are actually driving traffic, boosting visibility & leading people toward your membership.
- Evaluate Performance to see exactly where members come in, and where they drop off.
- Align Actions so your energy goes toward what works, not what drains you.
- Repeat & Refine until growth feels predictable instead of panicked.
This is how your membership shifts from fragile to unshakeable.
How it Works
You bring me on as your business’s data specialist.
And I start taking care of everything numbers.
A Retainer Package Includes:
Quarterly Goal & Numbers Meeting:
We start by digging into your goals so I can get a good idea of what numbers are important to your business based on your goals.
This is inputted into a goal tracker so these goals can be kept at the top of mind & everything flows through them.
Data Collection:
I collect the numbers that matter for your business consistently.
This allows you to take something off your other other team members’ plates.
I compile all the data points into spreadsheets branded for your business.
Data Dashboard:
All the data points are brought together in an interactive, comprehensive, easy-to-use dashboard.
Analysis Report:
Accompanying the data dashboard is a regular analysis report.
This can either be done live during a meeting or sent as a video recording.
Overall analysis based on patterns, outliers, & other findings in the data are included in this report.
All analysis is goal-focused. I dig into what your numbers are saying based on your goals. Your goal tracker will be updated & notes will be left showing how much progress has been made on each goal.
Action steps based on the goal-focused analysis are provided. This is where your numbers get to shine & suggest what you should do next to make your business even more successful.
Slack Access:
Add me to your Slack Channel, or we’ll create one to make brainstorming, sharing analysis, and figuring out your next step SO much easier!
Basically, I come in as the “numbers nerd” for your business.
I take over the data & spreadsheets to leave you with beautiful reports that clearly show you what’s going on in your business and include actionable insights you can start taking tomorrow.
Channel Options
The bulk of the retainer package options live in the channels you choose to dive into.
You get to decide which channels you want more support in, and how much support each channel receives.
And if you aren’t sure, I’m here to help you figure out what makes the most sense & will be the most bang for your buck based on your current goals & where your business is right now.
Diving into which channels would be game-changing to your marketing is a key part of our get-to-know-you meeting, but here is the list to get you thinking!
- Email marketing
- Podcast
- Blog
- YouTube Videos
- An additional $50 / month charge is added if you select this channel
- Account and/or FB Groups
- Course / Memberships
- TPT / Etsy / Ecommerce Store
- Product Creation Cost
- Tracking how much it costs your team members to create products compared to the revenue those products bring in
- If you have another channel you’re hoping for you don’t see listed here, let me know!
Quarterly Retainer Package Options
For each channel, you get to decide if you want Standard or Premium levels of data analysis.
Standard
$100 Monthly
- Monthly Account Totals
- Included in Monthly Analysis Report
- Spreadsheets updated & branded for your business
- Included on Main Dashboard
Premium
$500 Monthly
- Everything included in the Standard level PLUS
- Content-Level Data Tracking
- Weekly Analysis Reports showing Top 3 Wins, Concerns, & Tweaks
- In-Depth Monthly Analysis at the Content Level
- Individual Dashboard
While the specific numbers for each channel look different, the overall idea & goal is the same.
The Standard level of data analysis will give you a brief overview of what’s going on within that channel of content as you work towards your marketing goals.
While the Premium level of data is going to help you learn exactly what type, style, wording, tone, CTA, etc. within your content for that portion of your audience is driving people to check out your membership, so you can spend your valuable time creating more of that content.
Here’s an example of what the Standard vs. Premium breakdown looks like for a couple of different channels.
Next Steps
If you’re ready to start utilizing your numbers to their fullest potential to stop losing money & wasting your time, you’re ready to invest in a team member who is fully focused on your data.
So, if you’re ready to be able to understand & take action based on your numbers, let’s work together.
1️⃣ First, schedule a Goals & Numbers call. I’ll answer any questions you have about working with me, & we’ll chat about your current goals.
2️⃣ This gives you a feel for working with me. It also allows me to dig into your goals & help you decide which channels your marketing strategy needs.
3️⃣ Then, if you want to move forward, I’ll send over a contract & invoice.
4️⃣ Next, sign the contract, and pay the invoice & we’ll get started!
5️⃣ Finally, sit back & relax while I start grabbing your numbers for our first month together ❤️