CPA → CPR
Consistent Predictable Actions yield Consistent Predictable Results
Per day
5 — New Leads Contacted
- Contact 5 NEW prospects — not follow-ups, not existing clients.
- Use any channel: phone, email, DM, referral introduction.
- Reverse engineer this number from your revenue goal.
Per week, Monday–Thursday
4 — Sales Appointments
- Book 4 new sales appointments per week from your lead outreach.
- Monday–Thursday = appointment days. Period.
- Friday = Follow-Up, Follow-Through & Finish Day.
First 3 weeks of the month
3 — Networking Events
- Attend 1 event in weeks 1, 2, and 3 of every month.
- At each event, meet 3 people: organizer, host, and someone they introduce you to.
- Week 4 = follow-up week for ALL networking contacts — no exceptions.
Per day / week / month
2 — Centers of Influence
- Contact 2 Centers of Influence based on your business goals.
- A COI has access to your ideal client and can refer you directly.
- CPAs, attorneys, bankers, chamber leaders, community connectors.
Per day / week / month
1 — Educational Presentation
- 1 educational presentation — formal OR informal.
- Going live on social media counts. A lunch-and-learn counts.
The numbers flex with your goals. The system stays constant.
The overview shows five new leads per day. The source workshop also allows the new-lead frequency to be per day, week, or month based on business goals.