How do you really know if your marketing is working—or just keeping you busy?
You’re busy recording videos, hosting webinars, and posting to social media—but if you ask how well it’s working, the answer is often vague. That lack of visibility makes it easy to mistake activity for progress.
While there are dozens of marketing metrics you could track, these three will tell you nearly everything you need to know:
New Leads
How many contacts were added to your CRM or marketing database this month? This tells you if your awareness efforts—referrals, SEO, webinars, social media—are generating interest.
Introductory Calls
How many people raised their hands for a first meeting? This reveals how effectively your message is converting attention into action.
New Clients
How many prospects became paying clients? This is the bottom-line metric tracking sales and marketing success.
You don’t need a fancy dashboard to start—just track these three numbers each month in a simple spreadsheet. Over time, you’ll spot patterns, identify bottlenecks, and make smarter decisions about where to invest your time, energy, and money.
How We Help: OnNiche® Builds This Tracking into Your Marketing Rhythm
Coming soon: Every OnNiche® member will receive a clear, simple dashboard showing lead flow, introductory calls, and new client wins. You’ll always know exactly where you stand and what to do next.
We Want Your Take! Are you tracking these three marketing metrics—or others? What has helped you see what’s working (or not) in your firm’s marketing efforts? We’d love to hear how you’re measuring progress and making decisions. Join the conversation and share your experience at the OnNiche® Public Square!