Jason Fox · AI & Marketing for Home Service Pros · What Operator-Led Private Equity Looks for Before It Buys
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Run a six-week trailing analysis on key KPIs to guide operational decisions
six week trending analysis
“We’re going to make whatever the six week North Star KPI is very specific… checking in very frequently… you can change things before you’ve lit a bunch of money on fire”
“Our pre-decisions were our mission and our core values… they represent differentiators and guide strategic tactical decisions.”
“It was better for engagement KPIs, but it wasn't necessarily better for conversion KPIs… it came back to revenue.”
“The trail commission structured usually it's between 0.15 to 0.175 um and then the upfronts are anywhere between sort of 65 to 75 points up front as well so like it's decent and but because everything pays trail like every million bucks you draw down like it's straight on to your straight onto your recurring revenue book”
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