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Best Practices

  • Schedule Regular Reviews: Don't wait for a problem. Best practice is to check the Store Level Reports for your key locations on a weekly or bi-weekly basis. This helps you establish a baseline and spot trends early.

  • Close the Loop on Feedback: Use the NPS Rating tab to find recent "Detractor" or "Passive" feedback. A personal follow-up call from the store manager or your success team to that customer can turn a negative experience into a positive one and prevent churn.

  • Combine Data for Deeper Insights: Don't look at just one tab. A powerful insight comes from combining them.

    • Example: You see New Enrollments are low (Loyalty tab) and the NPS Score is also low (NPS tab). This suggests a fundamental customer experience issue at that store is preventing both loyalty and satisfaction.

  • Educate Your Store Managers: Share this report (or screenshots) with your regional and store managers. When they can see their own performance data for NPS, Loyalty, and Sales, they become empowered to make changes and are more accountable for the results.

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