Bottom 3 ACQ

Date

July 8th, 2024

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Data

Analyzed by: Kyle Ackerman ||| [email protected]

• RCF Grenada: Official audit; Bottom 3 ACQ ||| ACQ score is slowly improving; currently sitting at -237. This CRM Audit failed due to the 2 Unprocessed Opportunities but this is very much likely due to the long holiday weekend. However, it's the Member's responsibility to set up automations to better accommodate your company's own schedule.

• RCF Riverside: Official audit; Bottom 3 ACQ ||| TTLs still very much rock bottom & is no surprise why recurring clients are not being won. Since launching in the beginning of November 2023, RCF Riverside has been able to successfully win enough 1x cleaning clients to sustain an ACQ score that was a touch above 0. However, as we begin the second half of 2024, lackluster sales performance and overdue invoice(s) will likely end the RCF Riverside membership.

• RCF LAX: Official audit; Bottom 3 ACQ ||| A flawless CRM Audit this morning proves that the RCF LAX Team is well deserving of the sales opportunities we're sending. Only thing to do is to increase volume and continue to ramp up. With a pipeline size of 12, momentum is beginning to grow here too.

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+:

1. 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.

2. Audit Criteria & Penalties:

   • Overdue Tasks: You're allowed overdue tasks up to 25% of your Total Engaged Opportunities. 

     1. Any excess incurs a penalty of -3 points per task.

   • Unread Conversations: Similarly, you can have Unread Conversations up to 25% of Engaged Opportunities. 

     1. 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 Value in Finder's Fee Pipeline: 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. 

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