If You Set Goals, Make Sure You Track Progress to Them.

I've been talking to many HubSpot partners I've never met before. Since there's 3700 of them, I guess there's a lot I haven't spoken to. 

It's pretty gratifying to hear the personal success stories of the people who have applied the systems I originally created years ago. Yesterday, I spoke to someone who has grown from 0 to 22 $4k+ retainer clients in 3 years with no full time employees. Another I spoke to earlier in the week, has built a 20 person agency from 5. 

They've successfully applied the HubSpot retainer sales process, the inbound marketing methodology and the HubSpot platform to grow their business. 

The "inbound marketing calculator" is one of the simplest things I built years ago that's now used regularly by many agencies in the sales process to help prospective clients set their marketing goals based on their sales goals. 

Many of them tell me it's a great sales tool and they use it frequently. However, when I ask agencies, how they make sure they hit the marketing goals they set in the sales process, I find that most agencies don't revisit the goals that frequently, adapt their marketing plan to hit the goals more easily (or when goals aren't being hit by the current plan), nor have a way to track progress to goals easily for all of their clients. 

To help them fix that, I created some dashboards inside Databox they can use. Here's the main one that helps them track progress to traffic, leads, customers and revenue goals, and creates the inputs the calculator needs: visitor to lead conversion rate, lead to customer conversion rate and average revenue per customer.

I wrote this article to explain how to use the calculator and the dashboards.

Like the inbound marketing calculator, you can use this for free too, since Databox has a free plan that allows up to 3 dashboards.