Beyond Margins

Karyn Kelbaugh is a squishy data specialist. She helps small business owners learn what their clients think by capturing their stories. Owners get feedback, insights into their clients' dreams and frustrations, and their exact words describing it all. In other words: research you can use.

Key takeaways:

- How Karyn collects all that squishy data goodness and gets it into a useable form that's easy to keep up to date
- How frequently you should be looking at the data, what should they be looking for, and how should you use that data to drive decisions
- How actively collecting your clients’ perspectives helps paint a more accurate picture of what's really going on with your business and how to integrate that perspective in a meaningful way
- How one of the biggest mistakes you can make is collecting data you don't have a purpose for

Show Notes

It’s easy to get caught up in all the numbers you can track to measure growth.

You might be measuring your time, your profit & loss, the number of new clients closed, or even profit per hour per client like we talked about in the last episode.

But not all of the useful information in your business presents itself as a number.

When it comes to measuring the more murky, squishy, qualitative information in your business, where do you even begin?

There's a lot of information rolling around in there that's helpful to measure, but you can’t track it in the same way you track your numbers.

For instance, conversations with customers can give you an incredible amount of information about how your business is performing, what your opportunities are, and where you need to address weak spots.

So, how do you measure how your customer feels about your service? What's happening when they reach out to you? What do they think you do versus what you think you do?

All of that information comes in handy when you're trying to update your messaging, write your copy, or just simply figure out how to improve your customer service. It's crucial data floating around out there that you can use to measure and optimize for growth.

But how?

My guest today does just that. Karyn Kelbaugh is a squishy data specialist. She helps small business owners learn what their clients think by capturing their stories. Owners get feedback, insights into their clients' dreams and frustrations, and their exact words describing it all. In other words: research you can use. 


Listen to the full episode to hear:
  • How Karyn collects all that squishy data goodness and gets it into a useable form that's easy to keep up to date
  • How frequently you should be looking at the data, what should they be looking for, and how should you use that data to drive decisions
  • How actively collecting your clients’ perspectives helps paint a more accurate picture of what's really going on with your business and how to integrate that perspective in a meaningful way
  • How one of the biggest mistakes you can make is collecting data you don't have a purpose for 
Links:

Creators & Guests

Host
Susan Boles
Speaker, Podcaster & Consultant at Beyond Margins | 15+ years of experience as both a CFO and COO

What is Beyond Margins?

Can you build a business based on… “calm?” On Beyond Margins, host Susan Boles looks beyond the usual metrics of success to help you build a business where calm is the new KPI. With over 15 years of experience as an entrepreneur, CFO, and COO, Susan shares the business strategies that lead to a business with comfortable margins—financial, emotional, energetic, and scheduling margins. Join her and her guests as they counter the prevailing “wisdom” about business growth, productivity, and success to provide a framework for making choices that align with your values and true goals. Episode by episode, you’ll get a look at the team management, operations, financials, product development, and marketing of a calmer business.