The meeting that keeps the schedule full
Twice a month, short, and about three numbers. Appointments, what each one cost, and the one change you will make next.
Keep it small on purpose
A growth meeting that needs a slide deck will get skipped. Put thirty minutes on the calendar twice a month. The same people. The owner, and the person running the system.
Open with the schedule. How many new visits were booked? How many happened? Which service, and from where? If that is fuzzy, the rest of the meeting is opinion.
Three numbers, one decision
Booked visits. Cost per booked visit. Answered calls that became a time on the calendar. You can glance at rankings and reviews after that, not before.
Leave with one change: a page to write, a search to stop buying, a follow-up to shorten, a gap in the phone coverage. Write the owner of that change down. The next meeting starts by asking if it was done.
How you know it is working
The schedule is fuller in the services you meant to grow, and you can point at the page or the call that produced the visit. The cost of those visits is a number you recognize from last month, not a surprise.
If the meeting keeps producing a longer to-do list and the same empty afternoons, stop adding tactics. Go back to the first five minutes after a lead, and to whether the phone is answered. That is usually where the visits are leaking. All three numbers come from the same place: a CRM that records the source and the outcome of every inquiry, and the dashboard that shows them without a spreadsheet.