How do I set my goals?
Cloze Goal Tracking is included in the Cloze Business Platinum Plan and above.
You can let Cloze automatically set your goals based on your historical information or you can set your own goals. Cloze automatically determines annual seasonality and weekly variation and paces the target to match.
1.) When hovering over a goal on your agenda, tap on the wrench icon, or when on the mobile app swipe to the left and select change.
This setting page allows you to set, reorder, and add goals.
On desktop:
On mobile:
2.) Tap on the gear icon next to the goal you wish to set.
3.) Set your goal.
In the Goal Target section, you have two options. You can...
- let Cloze automatically set your goals based on your historical information, or
- set your own goals.
TIP: On average, for every 10 sides you want to close, you need to reach out to 4 clients per day (28 clients/week).
LET CLOZE SET YOUR GOALS
- Toggle on Set Automatically.
SET YOUR OWN GOALS
- Toggle off Set Automatically and then enter the goal.
- Enter the goal target number per week. In this example, the goal is set to 50 outreaches per week.
4.) Tap on the Save button when you are done.
