Episode 172. Express Tip #86 Tracking KPIs with your clients

Annette Walter

March 23, 2022

Today, I want to give you tips on how to check in with your clients with four KPIs around the client experience. These tips will help you immensely when your business is growing.

What doesn’t get tracked, can’t get managed. That’s why key performance indicators are essential within your processes so it’s easier whenever you want to step into the next level with your business.

In today’s blog, we’re sharing 4 KPIs to help you track your success with clients. They include: 

1. Tracking your client retention 

This is a great KPI to measure. How do you do it? First, pull your client list from last year – some CRMs will do it as well. Then, get your current client list. You will be able to see how many clients you have kept and how many have gone elsewhere. 

That’s easy, right? The idea is to narrow down the ones that have left or that are no longer with you and understand the reasons why.  This will give you information on where and how to improve. You can get stronger, get better, and get some ideas on how to tweak your process. 


2. Client Success ratio

The next KPI we recommend to keep track of is the client-success ratio. How well is your client performing? What do they see as success and what does success mean for them? How can you measure that? 

For example, if you’re in a service-based business, are they improving their service with what you’re providing? You can measure if they are getting to the end of their processes. You can also track if they are strengthening the part of their business you are helping them with. Client success is unique to your business, but I want you to take into consideration that the more success they have with your help, the more they are going to stay with you. And recommend you to their peers!


3. Prospect-to-Client process

Another KPI when it comes to the client experience is YOUR prospect-to-client process. Do you have a process in place for your sales cycle? For instance, how long are you talking to a prospect before they become a client? What are their reasons when they say “not now”? The answers to these questions will help you see where you can improve the process. 


4. Client experience and lifespan with you

How long are your clients staying with you? For some businesses, clients are annuity-based. They are reoccurring in your business and repeat revenue sources for you.  Some others are more transactional where it is a one-time and done type of client experience.

Going back to your clients to track KPIs like client retention, client success, timing your prospect-to-client, and client lifetime and experience will provide you with sufficient data to steer things in your business and make better decisions in the future.

If you haven’t revisited your clients, the data, and KPIs before, I advise you to do it. You will learn to improve your business while also improving the experience of your team and clients, which is the most essential aspect. 

Do you feel these KPIs help you and your business? What KPIs do you have already in your business? Let me know, my email is yourock@ievolveconsulting.com. I’d love to learn more about your business, your services, and your clients. I’m happy to help you and share even more KPIs around the client experience. Performance indicators are more than just ratios and metrics. You can track unique things to gain traction and grow your business.

We have a few programs for you! If you want to check them out, we have The Business Builder group and The Entrepreneur Empowerment Evolution group. Or if you just want to say hello, please fill out the form in the link below and we will get in touch with you. 

Are You Ready to Evolve? | iEvolve Consulting 

And as always, if you have any questions, you can email us directly at yourock@ievolveconsulting.com 

Keep evolving, entrepreneur! I see you, I get you, and I’m so proud of you. 

Want to learn about my programs? Check them out below!

We are currently enrolling for our mastermind groups!

I want to invite you to join our Mastermind Groups personally. I have two groups that run every other week with 90-minute sessions. They are compelling, and I would love for you to join us.

We also have our Business Builder Group for our newer, smaller revenue-size companies, male and female business owners. If you would like to know more, please reach out at yourock@ievolveconsulting.com. See you there! 


Don’t do this journey alone. It is crucial to surround yourself with a community of like-minded entrepreneurs. 

I’m grateful for this community and our most powerful platform, The Entrepreneur Evolution Empowerment Group. A group of rockstars entrepreneurs that are on the way to five million and 10 million dollars in revenue. We have accountability bi-weekly meetings where we go through topics of leadership, development, and tons of resources. These entrepreneurs are leaders and still growing, and I’m very proud of them. 


If you require a half-day/full-day intensive deep dive, foundational review of your business to fast track your growth and come out with a plan, you are in luck! Choose The Business Edit. ​

Email me at yourock@ievolveconsulting.com, book a session with me or join any of the programs above! ​ ​



About Annette Walter​

Much like Marcus Lemonis, host of CNBC’s “The Profit,” who lends his expertise to struggling businesses, Annette analyzes businesses, supports them with the right resources, and designs the plan they need to go from surviving to thriving.

Annette Walter has started, acquired, owned, and operated more than 15 companies in her lifetime. As a wife, mother of two young boys, and owner of a national company, Timber Industries, that was included on last year’s Inc. 5000 list, she can serve her true purpose and passion in coaching and consulting entrepreneurs through her business coaching company, iEvolve Consulting. Annette works with business owners across the globe in various industries to support their overall well-being, teams, and operations. As an operations expert and strategist, she works with business owners to help them identify organizational gaps and opportunities in their companies. She works with businesses to help make their finances, marketing efforts, technology solutions, and sales more efficient and effective.

If you would like to know more about iEvolve Consulting, visit: http://www.ievolveconsulting.com, or send an email to YouRock@iEvolveConsulting.com.

Purpose. Process. Propel.

Contact: YouRock@iEvolveConsulting.com