Monthly KPIs
Track these every month:
| KPI | Definition | Direction |
|---|---|---|
| Consented Contacts | How many contacts have a clear, documented consent record? | Up |
| SOI Touch Rate | What % of your sphere received a meaningful touch this month? | Up |
| Referral Source % | What % of your mandates came from referrals or warm relationships? | Up |
| Inbound Lead Volume | How many leads came to you without you initiating outreach? | Up |
| Consented DB Growth | How many new, consented contacts were added this month? | Up |
Automation hooks
- Monthly cron: pull each KPI from the CRM, compute the delta vs last month, and generate a one-page report for the principal.
- Track referral rate quarterly — it should grow as relationships deepen.
- Tie KPI movement back to the 30-Day Compound Challenge habits so the agent sees the compound effect in the numbers.
Sources
[1] Raw: From Cold Calling to Consent — Track These Every Month