STEP 5.2: A CASE STUDY
Finds His Levers
David is busy, but is he profitable? He needs to identify the few key metrics that drive his coffee shop's success.
The Action
1. Acquisition KPI
"The number of daily customers. This tells me if my local marketing and word-of-mouth is working."
2. Activation KPI
"The average transaction value. Are people just buying a coffee, or are they adding a pastry? This tells me if my up-sells are working."
3. Retention KPI
"The percentage of loyalty cards completed each month. This measures how many customers are becoming true regulars."