Numbers you can trust Entry 64 Office
Tell me how many new customers we got this month, and how much of our work is recurring
In Office from the day you connect your tools. In Superintelligence too.
The text you'd send
“How many of the customers we served this month are new, and what share of our work is recurring versus one-off?”
- You text“How many of the customers we served this month are new, and what share of our work is recurring versus one-off?”
- It readsYour CRM or job board.
- What stays yoursWhat the split should be. If you want it higher, that's the membership (entry 16).
- You getTwo numbers you can repeat in a meeting, and a trend you can act on.
- What it does
- It counts the customers you served this month who had never been served before, checked against your whole history, not just this year, and after it has merged the duplicates, so the same customer under two spellings doesn't count twice. It splits the month's work into repeat customers and one-offs, and shows the trend.
- What stays yours
- What the split should be. If you want it higher, that's the membership (entry 16).
- What it connects to
- Your CRM or job board.
- What you get
- Two numbers you can repeat in a meeting, and a trend you can act on.