You’re in the process of goal setting with your client and they tell you they haven’t been tracking data. How should you proceed?

April 4, 2023

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It’s not uncommon for clients to have difficulty tracking numbers, so accept this and move along to the next step.
Make a note of this and share it with your client. When you look back on your goals, you’ll be able to help your client recognize there was no data to use as a benchmark when setting initial goals.
Base the client’s goal on your other client’s performance who are in a similar industry.
Start tracking your client’s performance now and wait three months to get data before setting any goals.