Lemonade Beach

Average Hourly Rate, Scope Creep and Team Metrics: How Lemonade Beach Got Everyone Pulling in the Same Direction with Link

Before Link, Lemonade Beach had a financial forecast but wasn't looking at individual metrics. As a small team, the numbers that mattered most were largely gut feel. "It was difficult to engage the team in how their everyday work contributes to the overall firm metrics. We were going on gut as to which clients and work types were most profitable, which made it difficult to have repricing conversations with clients," recalls Director Cameo Ashe.

The trigger for change was growth. Adding team members made the gap more obvious. Without individual metrics, there was no easy way for the team to understand how their day-to-day work connected to the bigger picture. "We needed a way for the team to better understand their metrics. I liked that we could set up a simple report to go to each team member weekly so that they could track where they were. Also that I could easily get average hourly rate across client groups."

Getting set up was straightforward. "Super easy, all set up quickly and run through how to use."

Day to day, the practice now has a much clearer picture of what needs attention. "I can quickly see what jobs need reviewing so that we can complete and invoice. Simply having the numbers at hand helps to be more engaged in improving the business."

The commercial outcomes have been tangible. Average hourly rate has increased, a single number that tells the whole story. "It's a team effort and a simple number that tells us how we're going. Also building the team's awareness of scope creep and having discussions with clients more easily."

For Lemonade Beach, Link turned individual effort into a shared metric the whole team could own.