Your CEO Tracking System โ€” Zoe Richmond
New Offer ยท 90-Minute Private Session

Your CEO
Tracking System

Built for your business in 90 minutes

You're working hard โ€” but if you're not sure which of it is actually moving the needle, your data will tell you exactly why. In 90 minutes, we build your custom CEO tracking system live together, so you always know where to focus and what to do next.

Book Your Session โ€” $395 + GST
Zoe Richmond working with clients

Most business owners look at revenue.
And that's about it.

But the real story of your business is in the numbers behind the numbers โ€” and without them, it's easy to spend months working harder instead of working smarter.

  • You're posting, launching, and showing up โ€” but you don't actually know which of it is leading to sales
  • You have data sitting across four different platforms and it never tells a clean story
  • Most decisions are made on gut feel because there's no clear picture of what's working
  • Someone asks how your numbers are tracking and you have to go digging to find out
  • You know you should be tracking things weekly โ€” but there's no system, so it just doesn't happen

This isn't a discipline problem or a data literacy problem. It's a system problem โ€” and it's exactly what we fix in this session.

What It Is

A 90-minute private session where we build your custom CEO tracking system โ€” live, together, designed specifically around how your business actually makes money.

01

Identify your key numbers

We work out exactly which metrics matter for your business model โ€” and leave behind everything that doesn't. No generic templates, no overwhelming dashboards.

02

Build your custom dashboard

A clean, simple tracking system built to your business โ€” not a generic spreadsheet you'll never open. Something you'll actually use each week.

03

Read what the data's telling you

We analyse the last 3โ€“6 months together and surface the patterns, gaps, and opportunities that are already hiding in your existing data.

04

Leave with a clear action plan

Your top 3 growth opportunities right now, plus 1โ€“3 things to stop spending energy on โ€” all backed by what your data actually says.

What You Walk Away With

Everything you need to run your business like a data-driven CEO โ€” from day one.

What We'll Look At

Every system is custom. Not every metric matters for every business โ€” the goal is to focus on the numbers that actually drive your business model.

Revenue

  • Monthly revenue trends
  • Offer performance by product or program
  • Revenue per client

Marketing

  • Lead sources
  • Email performance
  • Social media impact on sales
  • Launch vs evergreen performance

Conversion

  • Lead to sale conversion rates
  • Funnel performance
  • Traffic vs sales

Audience Growth

  • Email list size and growth
  • Lead magnet performance
  • Traffic sources

How It Works

Five simple steps from booking to having your CEO tracking system in your hands.

01

Book your session

Select a time using the booking widget below. Once confirmed, you'll receive a short onboarding questionnaire so I can hit the ground running.

02

Complete your onboarding form

A few key questions about your business model, offers, and where your data lives. Takes around 10 minutes and means we don't waste a second of our session.

03

Receive your data checklist

You'll get a simple list of the numbers to have ready โ€” easy to pull together in 30โ€“45 minutes. No spreadsheet experience required.

04

We meet for 90 minutes

We build your CEO tracking system together, live โ€” analyse your numbers, surface opportunities, and create a focused action plan, all within the session.

05

Deliverables within 48 hours

Your session recording, written action plan, and customisable dashboard โ€” all sent within 48 hours so you can get moving straight away.

This Is Perfect For You Ifโ€ฆ

You're an online business owner who's ready to stop guessing and start making decisions backed by your actual data.

  • You want to actually understand your numbers โ€” not just collect them
  • You make most decisions on gut feel and know there's a smarter way
  • You're not sure which of your marketing efforts is leading to sales
  • You want clarity on where to focus to hit your revenue goals
  • You have data sitting in platforms but it never tells a clean story
  • You're a coach, course creator, service provider, or group program owner
Zoe Richmond

Your Investment

Introductory Price
$395
+ GST

This introductory price is available while I refine the format. The investment will increase as the offer matures โ€” if you've been thinking about it, now is the time.

Book Your Session

Book Your Session

Choose a time that works for you below. Once booked, you'll receive your onboarding questionnaire and everything you need to prepare.

Questions first? Email [email protected]

Frequently Asked Questions

What if I don't track my data properly right now? +
That's completely fine โ€” and honestly, it's one of the most common situations I work with. If there are gaps in your data, we'll identify what matters most for your business model and the simplest way to start tracking it consistently going forward. The session works regardless of where you're starting from.
What platforms do we need access to? +
We can work with any platform where your data lives โ€” Kajabi, Stripe, ThriveCart, ConvertKit, Flodesk, Mailchimp, Google Analytics, Instagram Insights, website analytics, and more. You'll receive a simple data checklist before the session so you know exactly what to have ready.
Will I actually know how to use the dashboard afterwards? +
Yes โ€” because we build it together, live, for your specific business. It won't be a generic template you have to figure out. You'll understand every part of it because you were there when we created it.
How much preparation do I need to do? +
Not much. You'll complete a short onboarding questionnaire and gather a simple list of numbers before the session. Most people take around 30โ€“45 minutes to prepare. I'll send you clear instructions on exactly what to have ready.
What happens after the session? +
Within 48 hours you'll receive your session recording, written action plan, and customisable dashboard. From there, you have the option to continue working together through The CFO Boardroom โ€” a monthly or quarterly advisory retainer for ongoing strategic support.
Is this the same as the 90-Minute Data Audit? +
Yes โ€” same session, better name. The focus has always been on building your tracking system, not just reviewing numbers. The rename better reflects what you actually walk away with.
ready when you are

Stop guessing. Start running your business
like the CEO you already are.

One focused session. A custom tracking system built for your business. The clarity to make smarter decisions โ€” without adding more to your plate.

Book Your CEO Tracking System โ€” $395 + GST