💼 Module 37: Metrics That Matter

Track the numbers that actually drive growth.

⏱️ 45 minutes Difficulty: Intermediate
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By the end of this module, you’ll know exactly which metrics to track in your health practice, how to interpret them, and how to use them to improve revenue, retention, and client outcomes.

2. Why It Matters

Tracking the right metrics keeps your business focused on what really matters: growth, retention, and results. Without clear data, it’s easy to waste energy on activities that don’t move the needle. This module gives you clarity on which numbers matter most, so you can make smart, confident business decisions.

3. Step-by-Step Guide

1

Choose Your Core Metrics

Focus on 3–5 key numbers like revenue, lead-to-client conversion rate, and client retention.

Pro Tip: Don’t track everything — only what influences growth directly.
2

Set Up Simple Tracking

Use a spreadsheet or dashboard to update weekly with your chosen metrics.

Pro Tip: A Google Sheet shared with your coach/accountability partner works wonders.
3

Review Trends Weekly

Block 15 minutes each week to review changes and patterns.

Pro Tip: Pair this with your weekly planning to stay sharp.
4

Adjust Based on Data

Let the numbers tell you where to put effort — e.g., if conversion is low, focus on consult calls.

Pro Tip: Numbers don’t lie — follow them, not feelings.

4. Examples & Options

Example: A health coach tracks 20 consult calls, 8 conversions, and realizes a 40% conversion rate. She notices retention drops at month 3, so she adds a mid-program check-in. Retention jumps by 25%.

DIY

Google Sheets or Excel with weekly updates.

Mid-level

Tools like Airtable or Notion dashboards.

Advanced

CRM analytics (HubSpot, Kajabi, or Keap).

5. Common Mistakes to Avoid

  • Focusing on vanity metrics (likes/follows). → Instead, track conversions and retention.
  • Tracking too many metrics. → Instead, keep it to 3–5 core KPIs.
  • Not reviewing consistently. → Instead, schedule a recurring weekly review.
  • Ignoring retention. → Instead, track how long clients stay and why they leave.

6. Quick Win Highlight

💡 Quick Win: Open a blank Google Sheet and enter 3 columns: “Leads,” “Clients,” and “Retention %.” Update it once today with your current numbers.

💬 DM Prompt
“I just started tracking my client numbers more clearly — it’s already giving me clarity. Do you track your retention rate?”
Mark Complete ✅

7. Mini-Implementation Exercise

Fill in the blanks:

  • My top 3 metrics are: ________, ________, ________.
  • I will update them every: ________.
  • I will review trends on: ________ (day/time).

8. Tools & Resources

Google Sheets

Free, easy way to track metrics weekly.

Airtable

Flexible database with dashboards.

Kajabi Analytics

Track sales, retention, and program data.

9. Checkpoint / Success Criteria

✅ Identified 3–5 core metrics.
✅ Built a simple tracking sheet.
✅ Scheduled weekly review time.
✅ Recorded baseline numbers.

10. Summary & Next Step

  • Metrics guide smart decisions.
  • Track 3–5 numbers weekly.
  • Focus on conversions and retention, not vanity stats.
  • Small changes from data can make a big difference.
Next → Module 38 Workflow & Time Management