Introduction
Creating a battle plan helps you close your revenue gap and achieve your business goals. This tutorial is tailored for businesses with monthly recurring revenue, such as cleaning services or pest control companies.
Steps to Create a Battle Plan
1. Create New Battle Plan
Click the Create New Battle Plan Button: Start by naming your plan (e.g., "Test Plan").
Select Revenue Goal Type: For businesses with monthly recurring revenue, select Increase Monthly Recurring Revenue.
2. Set Goal Parameters
Goal Start Date: Choose the start date for your goal.
Plan Deadline: Set the deadline for your plan (e.g., end of the year).
Current Monthly Revenue: Input your current monthly recurring revenue (e.g., $30,000).
Target Monthly Revenue: Set your target monthly revenue by the deadline (e.g., $50,000).
3. Monthly Revenue Per Customer
Average Revenue per Customer: Enter the average monthly revenue per customer (e.g., $300).
4. Advanced Settings (Optional)
Cost to Service a Customer: Input the average monthly cost to service a customer (e.g., $150).
Monthly Churn Rate: Enter the percentage of customers who cancel each month (e.g., 3%).
5. Measure Your Progress
Choose Measurement Metric: Select how you want to measure progress (e.g., leads, estimate requests).
Conversion Rate: Input how many leads or estimate requests typically convert to a customer (e.g., 2 estimates = 1 customer).
Sales Cycle: Specify if it takes longer than a month to close a deal. If so, enter the average time (e.g., 3 months).
Finalize and Start Your Battle Plan
Review and Confirm: Make sure all details are correct.
Start the Plan: Click the button to finalize and start your battle plan.
Managing Your Battle Plan
Viewing Your Plan
View Button: Click to see if you're on track with your revenue goals, review your revenue curve, and expected results.
Editing Your Plan
Edit Options: You can change the plan name and some dates. For significant changes, it's best to delete the plan and create a new one.
Key Points
Consistency: Regularly review and adjust your plan to stay on track.
Granularity: Use advanced settings for more precise goals and predictions.
Flexibility: Don't hesitate to delete and restart your plan if needed.
Support
If you have any questions, our team and facilitators are here to help. Remember, tackling these tasks will set you on the path to success. Good luck with your battle plan!
Tags: Battle Plan, WarPlan AI, Monthly Recurring Revenue, Revenue Goal