One operating system for small businesses+
Overview · all 4 steps
Dashboard
How well the whole operating system works, then each module's numbers: more work done, less effort, revenue, on time and happier clients.
Executive summary · the whole business
All four steps ran this week: 150 leads found, 5 deals opened, 2 won and $8,400 received.
Going well
- Proposals now go out 1.4 days after the call, down from 3.2.
- Every live step recorded work in each of the last 4 weeks.
Weaknesses
- The reply rate is 4.2%, under the 5% bar; the SaaS ICP replies at 2.1%.
- 3 of 8 scorecard targets are behind, all in Marketing and the CRM.
Effort
- The tools saved an estimated 31 h this week against your baseline.
- Agents wrote 96 first emails and 9 posts; you approved each one.
Next moves
- Rewrite the SaaS first line before Monday's run.
- Send Delta Freight the second invoice reminder today.
- Give the webinar bet a fix-or-stop verdict on Friday.
OS effectiveness · this week
84/100
Running well
Biggest gap · Targets on trackBring 3 lagging targets back on track in the KPI Dashboard.
- Flow in use1004 of 4 live steps recorded work · weight 30
- Outreach response834 replies to 96 emails · 4.2% (bar 5%) · weight 25
- Targets on track635 of 8 scorecard targets · weight 25
- Tasks on time883 late of 24 open · weight 20
From lead to client · this week
- 150Leads found
- 128Researched85.3%
- 96Emailed75%
- 4Replied4.2%
- 5Deals opened125%
- 3Proposals60%
- 2Won66.7%
- 2Projects100%
Money received: $8,400. Percentages are step to step.
Each step · open one to see its modules
Score = weighted mean of the four parts with data. Counted from the activity log and open tasks; nothing estimated.