How do we measure qualified opportunities and new clients?

Created by Valerie VanBooven, Modified on Sat, 14 Nov at 3:37 PM by Valerie VanBooven

Establish a baseline, track sources, and record what happens after each inquiry. Your team identifies whether the person was contacted, qualified, assessed, started care, or was not a fit. Marketing data alone cannot tell us whether an inquiry became a paying client.


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