Free debrief template: whitneybateson.com/debrief

In this episode, Whitney gets into something a lot of us quietly skip: actually looking at who our customers are and where they came from. She's been asking practitioners a simple question lately, and most people can't clearly say how their buyers found them or how long they were around before signing on. So she walks through exactly how to do that retroactive work, from building a simple spreadsheet of your last three to six months of clients to the specific columns worth tracking. She talks through what the data reveals about your email list, your funnel, and which marketing is actually paying off. She also shares her free debrief template for reviewing your launches and promotions so you can carry those lessons into the next one. It's short, practical, and something you can start on today.

Takeaways:

• Pull your last three to six months of clients into a spreadsheet and profile them one by one.
• Track the details that matter: referral source, how long they were on your list, age range, whether they were the sole decision-maker, and how many of your launches or freebies they engaged with.
• Use that data to see how long people typically need to be in your world before they buy, then set realistic expectations for your funnel.
• Double down on the marketing sources that actually produced clients, and rethink the ones that didn't.
• Run a debrief after every promotion or launch so you keep learning what worked, what didn't, and what you'd change.

Connect with Whitney:

Follow Whitney on Instagram @whitneybateson

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