Strategy Brief

One of the pre-built reports available in Thryv Reporting Center™ is the Know My Customer Report. This report contains metrics for new incoming customers and how they flow through your sales process, including receiving estimates, invoices, and completing appointments.

Monitoring this report allows you to move beyond simple contact details and start understanding the "why" behind your sales. It tracks how new customers flow through your process, from the moment they first engage with you to, receiving estimates, paying invoices, and completing appointments. This high-level visibility allows you to identify your most profitable customer segments and tailor your services to meet their specific needs.

When you know exactly how your customers are interacting with your brand, you can refine your marketing and communication strategies to focus on what truly resonates.

Tips to make sure this report is effective

Make sure you are using client statuses to segment your customers. Segmenting your customers allows you to reach them more effectively and get more detailed data

Insights gained from this report

• Which type of customers spend the most money with your business
• Where your new customers are coming from
• Which staff members your customers book with the most
• How much information you are tracking about your customers

Actions you can take from this report

• The client card completion metric is especially valuable because it gives insight into how much information your staff is collecting when adding clients, or how much of your intake forms clients are filling out. If this metric is low, consider making more fields required so that you can gather more data about your customers to be able to serve them better.
• To balance the load for your staff members, re-assign appointments as needed
• If a certain customer segment seems to spend less than others, consider targeting them with an announcement relevant to that audience.