--0000000000005829bc06241ef85c Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Thank you Donny...looking forward to this meeting! On Thu, Oct 10, 2024 at 6:55=E2=80=AFAM Donny Deshotels wrote: > Good morning everyone, > > In preparation for the Growth WBR later today, below is a link to the > draft presentation deck that will help guide the conversation. The deck h= as > data slides updated for the most recent week (9/30 through 10/6) and > includes some insights we have added to help drive the conversations. We > are still working on adding additional insights, so expect > additions throughout the morning. The deck is shared in "Commenter" mode, > which will allow you to add comments. Please feel free to tag me in your > comments if you have any questions or would like my team to follow up on > any data items. Below is an outline of the deck and definitions of the > metrics. > > East Growth Metrics WBR > > > *Slides:* > *Actions from Last Wee*k - this will include action items to review from > the prior week (blank for this first week) > *Division Summary *- Funnel metrics for the region trended (From Growth > Pillar Dashboard) > *RDBD Section* - Several slides showing B2B and HCL performance by RDBD > regions/areas > *Prospective Client Acquisition Stack* - site level R&S with funnel > metrics > > Lead =3D # of leads created in the week > % LT Leads =3D % of leads created in the week that are intended Tier 1 an= d > Tier 2 > Opportunities =3D # of opportunities created in the week > % LT Opportunities =3D % of opportunities created in the week that are > intended Tier 1 and Tier 2 > AX Completed =3D # of assessments completed in the week > SOC =3D # of client starts in the week > % LT Intention SOC =3D % of client starts in the week that are intended T= ier > 1 and Tier 2 > > *Stale Prospective Client Stack* - Leads and Opportunities lacking follow > up items > > Stale Leads =3D # of leads created in week that are in the status =E2=80= =9CNew Lead=E2=80=9D > OR have an open status but do not have a future scheduled task > % of Total Leads =3D # of stale leads in week / # of total leads created = in > week > Stale Opportunities =3D # of opportunities created in week that have an o= pen > status but do not have a future scheduled task > % of Total Opps =3D # of stale opps in weeks / # of total opps created in > week > > *Client Retention Stack* - how well are we retaining our clients (> 30 > days) > > SOC =3D starts from 4 weeks from review week > LT Actual =3D from the starts from 4 weeks ago, the # that ended up a LT > client > % LT Actual =3D % of LT actual / SOC > Intended ST =3D # of the starts from 4 weeks ago that intended to be ST a= nd > turned out to be ST > Unintended ST =3D # of the starts from 4 weeks ago that did not intended = to > be ST but turned out to be ST > > *Revenue Stack* - revenue and other related metrics > > Revenue =3D shift revenue generated in week > Billed hours =3D sum of hours