I finally did it! After nearly two months of late nights, caffeine runs, and endless tabs, our “holy grail” data sheet is live. In this episode, I pull back the curtain on how I wrestled scattered spreadsheets, CRMs, and support tickets into one single, living dashboard and the three “N”s that made it all click.
- Niching: I used to believe we had to be everything to everyone. But once we focused in on what actually moved the needle, it was clear that cutting services made us better, not worse. By niching, it reduces the training required, logistical complications, and gives you more time to focus on the true demand of the customer.
- Numbers: It’s like taking a blindfold off. For too long, we had been navigating by gut feeling. Now we finally have the system that can show what our CAC, LTGP, # of inquiries, # of new customers, and other important metrics.
- Nurturing: I’ll admit, I tried to hand this new system off to my team and walk away, but that completely flopped. I had been working on this system for over 200+ hours. Instead, I share the pivot I made using the “Document → Demonstrate → Duplicate” framework that helped the team get up to speed fast.
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