LenBuschRoses May 2023 Work Summary

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Please review our end-of-month report of all the things we worked on and managed for your business.

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Work Done

9.5 total hours worked

+4.5 hours over our retainer amount

The past month we investigated wrongly tagged clients after signup, automating ConstantContact campaign steps, searching for missing clients in hidden rows (Sassy Nook, Simply Yours Events), debugging a Google sheet issue where a business name was replaced by a date, exploring the feasibility of using multiple steps for the Profile form, creating a Google sheet with existing questions and choices for Ray to update, updating the automation checklist for the LBR campaign, modifying the ConstantContact zap to create missing accounts when an Account # is generated, addressing a reporting bug affecting feedback compilation, and updating the new zonka feedback survey.

See A Task By Task Breakdown Of All Work Done Last Month

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Automations & Software Management

53 new leads and 19 used the software and automations we built to get started with LenBuschRoses.

β†’ Our automations saved 38.1 hours of work

β†’ We automated 1143 tasks

β†’ We found and fixed 15 bugs

β†’ Completed quality assurance of every automation documented below each week

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OWC Recommendation

Nothing to recommend, everything looks great here!

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Key Onboarding Metrics

35.5% conversion rate last month

↓ 13% from 1 month ago ↓ 27% from 2 months ago ↓23% all time average

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OWC Recommendation

Overall your conversion rate is down, we recommend having us do audit of your intake to see what’s going on.

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Customer Onboarding Feedback

How easy was it to get started with LenBuschRoses?

22 total customer responses

β†’ 59% found it easy to get started

β†’ 32% found it average to get started

β†’ 9% found it difficult to get started

Customer open ended feedback on getting started with LenBuschRoses

  • I dont have trade reference im just starting my business so dont have any of that info.
  • Very easy
  • Very easy all information everyone should know
  • No, it was a breeze!
  • Providing personal SSN is not convenient especially without knowing the security and how the data is handled and stored. That field should be eliminated. I did not feel comfortable, so I provided company FED ID.
  • Not that I can think of, but I’ve never applied for any other wholesale accounts, so I wouldn’t know any different! Seemed pretty straightforward.
  • I spoke with Jana how to sign up. Suzy Wells with Creative Corner referred me to your company.
  • I would love and over the phone option.
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OWC Recommendation

Look into creating an interactive β€œDo we deliver to your area” form where customers can find out right away if you deliver to their area

Multiple people have listed that it would be nice to have the trade references section explained.

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Social Reviews Effectiveness

26 NPS Promoters β†’ +2 new reviews

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OWC Recommendation

We received 2 new reviews over all which is a good sign, still low for how many Promoters scores were given in the past month. Let’s give it another month and see if the number improves, if not then we will mini-project to try and improve.

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2 new 5 star review(s) this month only 1 responded to

4.2 stars and 26 reviews started with 4 stars and 20 reviews

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0 new review(s) this month 0 responded to

3 stars and 2 reviews started with 3 stars and 2 reviews

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0 new review(s) this month 0 responded to

3.3 stars and 59 reviews started with 3.3 stars and 59 reviews

πŸ”Β Site Security & Speed

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Please find below details about the tasks we finished to speed-up & secure your website

Site security and speed is up to date

  • We randomly selected pages for Site Speed audits to make sure there are no obstacles in site performance
  • We updated all the plugins and themes that had any security updates available
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OWC Recommendation

We recommend allocating some retainer hours to conduct an audit of form endpoints. This will ensure that all data is secure.