What are Lead Closing KPIs to Use with Comfort Advisors?

A Contractor University Member recently utilized the Ask-The-Expert Q&A feature within the member dashboard by submitting the following question and received the response below.

Contractor Question:

“I am focusing on my comfort advisors closing %’s as KPI’s. I want to be fair and accurate of what I expect. What would be your expectations?”

Contractor University Expert Response:

“KPIs are vetted. Anyone can achieve.

Goals are desired not vetted so rock stars can be far better

1. Maintenance customer tech generated lead – 83%

2. Regular customer tech generated lead – 75%

3. First time customer tech generated lead – 60%

4. Referral from a customer to a non-customer lead – 85%

5. Multiple quote lead – 40-45%

6. Direct mail lead – 30%

7. Known Google, ppc lead – 40%

8. Angi leads or other marketed leads – 30-40%”

Contractor University members can click here to log in to their member dashboard and submit a question through the Ask the Expert portal.