Referral Roadmap podcast

Ep 5: What to Measure (and Ignore) in 2026

Practical Steps

  1. Pick 3–5 Core Metrics.
    • Choose the numbers that tell you if your business is growing profitably. Examples: revenue growth %, net profit margin, conversion rate, CAC (customer acquisition cost), CLV (customer lifetime value). Ignore the rest for now.
  2. Set Clear Targets.
    • Don’t just track numbers—decide what “good” looks like. For example: “We want a 20% conversion rate from consultations to contracts” or “Our goal is to reduce CAC by 10% this quarter.”
  3. Review Weekly.
    • Block 30 minutes each week to look only at your core metrics. Consistency beats intensity—weekly review keeps you focused and proactive.
  4. Tie Every Metric to a Decision.
    • If you can’t say, “Here’s what I would do differently if this number goes up or down,” then stop tracking it. That’s the filter to cut out vanity metrics.
  5. Use Simple Dashboards.
    • You don’t need fancy software to start. A Google Sheet or whiteboard that shows your key numbers in one place works just fine. Keep it visible and simple.
  6. Involve Your Team.
    • Share the core metrics with your team so everyone knows what matters. When people see progress together, accountability and momentum build.
  7. Drop 1 Vanity Metric This Week.
    • Look at what you’re tracking right now. Pick one metric that doesn’t drive decisions—like “likes” or raw traffic

Additional Resources:

If you haven’t had a chance to listen to this episode, you can find it on all streaming platforms by visiting the page linked below!