Section 9
Core KPIs & Growth Targets
Track these weekly. These are the numbers that tell us whether we are on track to hit our goals. No guessing — just data.
Weekly Sales Metrics
| Metric | Goal | Why It Matters |
|---|---|---|
| Meetings per week | 5 | Pipeline volume drives everything |
| Close rate | 25% | 4 meetings = 1 client |
| New clients per month | 1–2 | Steady growth toward 8–12 total |
| Cold emails sent | 75/week | Top of funnel activity |
| Calls made | 20/week | Personal touch converts |
| LinkedIn messages | 20/week | Build relationships at scale |
Revenue Targets — 2026 Roadmap
June 2026
$40,000
48% of $83K stretch goal
September 2026
$60,000
72% of $83K stretch goal
December 2026
$80,000
96% of $83K stretch goal
Client Metrics
| Metric | Goal |
|---|---|
| Client retention rate | 90% |
| Client satisfaction | High (measured via feedback) |
| Case studies created | 3–5 by end of year |
| Average client lifetime | 12+ months |
| Upsell rate | 30% of clients move up a tier |
Revenue Goal Calculator
Adjust the sliders to see how different scenarios affect your path to the revenue goal.
$83,000
$20K$150K
$10,000
$2.5K$20K
25%
5%50%
9
Clients Needed
36
Meetings Needed
9
Meetings/Week
108
Calls Needed
Based on an average of 3 discovery calls per meeting booked. Adjust the sliders to model different scenarios.