This content was created by Phil Risher. This content was uploaded by Phil Risher. This is a YouTube video titled "This number would grow your business if you knew it #shorts" created on November 9, 2024, featuring Phil Risher explaining a simple method for tracking booking rates and leads for customer service representatives.
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A very simple way to track your booking rate. Have a piece of paper that your CSRs have. Every call that they got, one mark. So this would be a call. If they booked it, they would mark it as an X so then they know that they booked that one. The next call, let's say it was just a slash. And then you could easily look at this at the end of the day and say, I did 10 calls, I got four bookings. And they can send that to their manager, say, this is my booking rate for the day. There's another part to this as well, which is web forms, emails, Yelp messages, calls. You want to keep track of your leads, so that way you know how many leads that you got. On top of that, you want to know your, your booking rate, how many jobs did we book today? So I got 50 leads and I booked 20 jobs. That gives you an overarching booking rate for your company.