Agency Assessment - Month 3 - Metrics

Now we will dive into the agency reports we need to clean them up and get them ready for Agency 2.0.

HubSpot Video

Who should work with APP on our metrics? 

We will work to appoint a metrics team. We usually begin with the agency’s leadership to get the initial reports set up and reviewed. 

From there, we will ask a few team leaders to review the reports for accuracy. 

When agency metrics are inaccurate, there are three possible reasons: Report setup, download, or inaccurate data entry. Oftentimes, it’s all three. 

What are we looking for with metrics?

During the initial assessment phase, we will request a few reports. During this phase, we will polish them up so we can reveal them during Agency 2.0. 

Here is a list of the reports we will tackle. 

(Search Agency Assessment Report Review in the Knowledge Base)

When are we focused on reports?

We will focus on one report at a time. 

Once we are comfortable with that report, APP will build them into an agency Dashboard. 

Each report may take a different team of agents.


Here is a sample of the Agency Metrics Dashboard: