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Joelle is pulling her latest ad campaign data together to share with a potential investor for an additional office.What key performance indicator (KPI) might she show them to prove she’s doing well at getting customers through the door already?

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Joelle is pulling her latest ad campaign data together to share with a potential investor for an additional office.What key performance indicator (KPI) might she show them to prove she’s doing well at getting customers through the door already?


  • The number of online appointment inquiries seeking an in-person consultation
  • The number of purchases for new financial products that have been generated via her site
  • The number of app downloads for her financial planning tool
  • The number of existing clients that have clicked on her ads