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Bottom 3 ACQ, SEP0924
Bottom 3 ACQ
Date
September 9th, 2024
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Data
Analyzed by: Kyle Ackerman & Chris Wilson ||| [email protected]
Feedback
RCF Indianapolis: Official audit; Bottom 3 ACQ |||
Notes
https://www.loom.com/share/7c38ade9c9bd40a1bfb1f16f6a015e32?sid=484197f7-1267-411d-83fa-1294dc5e3439
Ultimately, staying focused on keeping a clean organized pipeline may help increase leads getting through the pipeline along. Adding in tasks past call 5, and touching base more often with leads in estimate delivered.
RCF Chicago III: Official audit; Bottom 3 ACQ |||
Notes
https://www.loom.com/share/7c38ade9c9bd40a1bfb1f16f6a015e32?sid=484197f7-1267-411d-83fa-1294dc5e3439
TTL should be your biggest focus right now. I have included more information in the video you will see posted.
RCF Grenada: Official audit; Bottom 3 ACQ |||
Notes
https://www.loom.com/share/7c38ade9c9bd40a1bfb1f16f6a015e32?sid=484197f7-1267-411d-83fa-1294dc5e3439
Erica, you have Opportunities in new leads that should be in Call Attempt #1. By keeping them in the New Lead stage is lowering your ACQ Score.
Additionally, I noticed that you only have been utilizing the New Lead and Estimate Delivered stages. Are you not using the other stages? I would recommend using them because that will help keep your CRM organized. You are only in the beginning of your RCF Membership, and as this thing builds out you will have a lot more leads to work on.
The biggest thing you can do right now is go through your Estimate Delivered stage and try to get a final answer from those who are in that stage, and take out any that are not moving forward. Add tasks in the system to remind yourself to follow up with them, and do it often. If you leave them in there for too long, they will lose interest.
CRM Audit Definitions
ACQ
The ACQ is a composite score of an RCF Member’s ability to deliver estimates + win new clients.
See how the ACQ is calculated at RCF University.
TTL
The average number of minutes it takes for an RCF Member to reply to new, inbound sales leads.
CRM Audit
An official audit of an RCF Member’s CRM (Nurturely+) to ensure good faith and proper use of the software. CRM Audits usually happen 4x throughout the year on a Member’s ACQ Evaluation Date.
There are 3 additional audits conducted each week for the Members with the current lowest ACQ scores.
NOTE: A Member’s account may be audited at any time.
Overdue Tasks
# of Overdue Tasks in a Member’s Nurturely+ account
Unprocessed Leads
# of Opportunities in New Lead stage
Unread Conversations
# of Unread Conversations in Inbox
No Lead Values
# of Opportunities in Finder's Fees Pipeline without Lead Value $
No Frequency Tag
# of Opportunities in Finder's Fees Pipeline without Frequency Tag
Pipeline Size
# of OPEN, Engaged Opportunities
No Lead Left Behind
Our CRM Audits are pivotal in making sure every lead gets the attention it deserves, enhancing sales efficiency. The audit process is built around the concept that a well-managed sales pipeline is key to successful conversions.
Here's how we do it in Nurturely+:
Identify Engaged Opportunities: Count all OPEN opportunities that are in 'Needs Follow Up' stage or beyond in your Leads pipeline. These are your Engaged Opportunities.
Audit Criteria & Penalties:
Overdue Tasks: You're allowed overdue tasks up to 25% of your Total Engaged Opportunities.
Any excess incurs a penalty of -3 points per task.
Unread Conversations: Similarly, you can have Unread Conversations up to 25% of Engaged Opportunities.
Exceeding this limit results in -5 points per conversation.
Unprocessed Opportunities: Zero tolerance here; each Unprocessed Opportunity costs you -50 points on the CRM Audit.
No Lead Values; Estimate Delivered & Beyond: Not having a lead value is a significant oversight, penalized at -25 points each.
No Frequency Tag in Finder's Fee Pipeline: The absence of a frequency tag is equally critical, with a -25 point penalty for each occurrence.
Remember, these audits are not just about maintaining numbers but ensuring that each and every Opportunity is nurtured & progressed for the best possible sales results.
What Is The RCF?
The only pay-per-client program for house cleaning companies
RCF Scorecard
Accountability via the ACQ
The Mother of All House Cleaning Client Acquisition KPIs (for RCF Members anyway)
The ACQ is like a Member's credit score within The RCF.
The higher this score is, the more leads they get.
If an ACQ is negative, it's time to take serious action or risk being expelled indefinitely from the program.
Program Benefits
High-Quality Sales Opportunities
More than just leads, you get real sales opportunities.
Built-In Accountability
With the ACQ, you always know where you stand & where you need to improve.
Sales Advice
via The RCF's Sales Mentor.
State Of The Art CRM
Nurturely+ built on HighLevel.
In-Depth Trainings
To make sure you hit the ground running on your Day 1.
The RCF Group
An intimate community of like-minded entrepreneurs with the same goal.
High-Quality Sales Opportunities
You get more than just leads with The RCF, you get sales opportunities
RCF Universe
Active Members & Available Assets
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Here's some stuff
Resources
Free SEO
Organic Marketing, Artificial Intelligence
Generate a world-class content brief — on any topic imaginable. And then send it to the best SEO provider in the country.
Booking Bot Builder
Artificial Intelligence, Lead Generation
Learn how to harness artificial intelligence and put it to work scheduling sales calls for your house cleaning company.
Follow Up Sequence Builder
Automations, Client Acquisition
Generating the lead is less than half the battle. An ROI-led follow up sequence will squeeze every ounce of opportunity out of the leads that come through your door.
House Cleaning Quoting Dashboard
Lead Generation, Sales, Client Acquisition
Quote new clients with confidence with this incredibly easy-to-use House Cleaning Quoting / Estimating Dashboard. This dashboard helps you find the perfect balance between profitability & client satisfaction.
ScrubScore Scorecard
HR/Team, Performance
Quickly know who's performing and who's not. Know who to reward and who to let go.
Price Increase Letter Template
Client Retention
It's always best to increase pricing on new clients. But, in some cases, current clients need a price hike too. Use this template to help convey that in the best possible manner.
Unofficial ACQ Calculator
Performance, Artificial Intelligence
The ACQ is a Member's "credit score" of The RCF. Calculate your own ACQ for free to see how you stack up.
Chat Widget Leads Estimator Tool
Organic Marketing, Paid Ads, Lead Generation
Not using live chat for your company website? You should be! Use this to find out just how many leads you're actually losing each month by not having live (or even just a chat widget!) on your website.
Social Media Content Generator
Artificial Intelligence, Organic Marketing
Generate social media content for all of your company's pages.
Pocket RCFU
Artificial Intelligence
Use this GPT to learn everything you can about The RCF Program.
Dollars Per Visit Tracker
Performance, KPIs
Make Smarter Decisions Faster;
Dollars Per Visit Tracker helps you
focus on a metric that increases both profit & customer delight
Caption Wizard
Organic Marketing, Artificial Intelligence
Generate sensational captions for all of your social media content.
Enroll Now To Learn About The RCF Program & How To Submit A Strong Application For Official Membership
Learn how The RCF Program works
Learn how to submit a strong application for Membership
Learn how you're going to become the most powerful house cleaning company in your market area
Graduation Is Required To Be Eligible For Membership
The RCF's Annual Report, 2023
Annual ACQ Awards, Insights, & More
