What right-sized Fulshear reporting looks like
Four numbers, updated monthly:
- New customers this month by source — Google local pack, referral, Cross Creek HOA email, drive-by, repeat
- First-job spend — what did new customers spend on their first transaction; referral customers usually spend more than ad-acquired
- Retention rate — percent of customers from 12 months ago who bought again in the last 90 days; Fulshear retention is high but variable
- Net Promoter score, quarterly — Fulshear customers are willing to tell you the truth if you ask; the score predicts referral velocity
That is it. One page. Updated by the operator or by James. Reviewed monthly.
Why James can run this from down the street
BayouEdge is in Fulshear. Monthly review calls happen in person if you prefer; over Zoom otherwise. Reports are short enough to walk through in 30 minutes.
What does not fit
- Enterprise dashboards with 47 metrics
- Multi-touch attribution modeling for businesses doing under $1M revenue
- Real-time alerting that nobody has time to act on
- Quarterly business reviews that produce no decisions
Tools
- Single call-tracking number for all marketing
- Spreadsheet or basic Looker Studio dashboard
- Manual referral-source intake question on every new customer
- Quarterly 5-question NPS survey
Investment
$500-$1,500/month including the monthly review. Setup is one-time $500-$2,000.
What to do next
Call James at 832-338-2926. Or text. We can scope the right size of reporting on a 20-minute call.
Frequently Asked Questions
- Is this enough reporting for a real business?
- Yes for most Fulshear businesses. Four numbers walked monthly produces better decisions than 47 metrics ignored. The discipline of consistent monthly review matters more than the dashboard sophistication.
- Why include NPS?
- NPS predicts referral velocity. Fulshear businesses run on referrals; tracking the sentiment that drives them matters.
- Can James really do the monthly review in person?
- Yes — Fulshear is 10 minutes from James. In-person monthly reviews are standard for Fulshear clients who prefer it.
- What if my business is bigger than this?
- We scale the reporting up — add multi-touch attribution, LTV segmentation, more sources. Most Fulshear businesses do not need it yet; we add it when revenue justifies.