You are over the moon excited about digging into your 2024 financial data and preparing for 2025... but what about client fulfillment data? 📊

You sabotage sales activities and restrict business growth and efficiency when you don't know your fulfillment numbers.

Good annual, quarterly and weekly business decisions comes from leveraging the insights in your numbers. Yes, even fulfillment numbers. It's that simple.

Now, what client fulfillment KPIs do you have at your finger tips? What KPIs help you get intentional about simplifying your processes and sales activities and keeping you out of the weeds of fulfilment?

Here are our two favorites (these are different from the day-to-day metrics that inform client engagements - We'll talk about this in another email).

Now let's get back to our two favorites client fulfillment KPIs.

🦩On-time Completion Rate:

How many client engagements do you complete on time?

Understanding your service's on-time completion rate gives you insights into:

➡️Resource Capacity: how many clients can you (or your team) feasibly work with? What are your team’s productivity levels?

If you are financially projecting to work with 10 clients for 2025 but your client fulfillment data shows that you only deliver on-time 50% of the time, you have a capacity problem.

You can rectify it by 1) tightening your fulfillment process or 2) reducing your # of available client spots. No more feeling like you are promoting false scarcity when you tell people you only have xyz spots open.

➡️Service Cost: If there is a constant negative difference between your planned delivery hours and your actual delivery hours, you are operating at a loss.

Your client got results and you got paid but the hours you spent delivering put you in the red. It makes no sense to focus on "getting paid" when the reality is you are paying clients to deliver your service to them.

It may be time to 1) stop offering that service, 2) raise your prices or 3) adjust your fulfillment process to deliver faster or more realistically.

🦩Client Success Rate:

How many clients got the results you promised.

Understanding your average client success rates gives you insights into:

➡️Service Effectiveness: Is your service really as effective as you think it is? The client engagement ended at the planned 6 months but how many clients got results? Is it something that needs to be refined or discontinued?

➡️Best-Fit Clients: Which clients are best suited to give you feedback that makes your process better? Which ones can ascend into your next offer tier? Which client profiles you never wish to work with again?

Forget having repeat clients or clients who behave like billboards if your client success rates are low. You are more likely to be talked about negatively or get people who swear never to work with you again...or they won't send people your way.

➡️Team Effectiveness - Which of your team members are effective at what they do? Which team member is having challenges and why? You maintain high team retention rates when you have numbers at your fingertips that help you get curious and spark conversations at the right time.

Wrapping it all up...

You get sucked back into client delivery when you don't know and leverage your numbers.

You relinquish your control to clients and become chief firefighter when you don't know and leverage your numbers.

You lose confidence and bypass your team and processes when you don't know and leverage your numbers.

You sabotage your sales activities when you don't know your client fulfillment numbers.

Knowing your client fulfillment numbers positions you to be the CEO who maintains oversight of operations as your business grows and your team and processes do the heavy lifting.

That's how you prepare to be engaged but less involved in your business in 2025.

Ready to be valuable but not necessary to your business day-to-day? Let's position you to tap into your client fulfillment numbers!

Our strategic 1:1 services or the "CEO Like A CEO" level of the Pink Flamingo Club may be a good fit for you.

Send us an email with the word "margin". We'd love to have a no-obligation chat about how we can position you to be the CEO who leads outside the business weeds and have the time and profit margin to do the things you desire or need to do.

Be amazing,

Danielle & Chanel