Create & Implement Your KPIs

A Step-by-Step Training to Boost Team Productivity and Measure What Matters

You’ve hired great people.
You’re building out systems.
But when it comes to productivity—something still feels… off.

You’re not alone.

Without clear, trackable goals tied to actual performance, even the best teams can drift off course.

The Solution?

Key Performance Indicators (KPIs)

This training will show you exactly how to build and implement KPIs for every department and role in your company—so your team can perform at their highest level, and your business can grow with confidence.

Graphs and charts illustrating Key Performance Indicators (KPIs), with a calculator and coins, emphasizing data analysis for business productivity.

Why KPIs Change Everything

KPIs aren’t just about sales quotas or marketing numbers. They’re the key to:

  • Knowing where time is being wasted

  • Keeping team members aligned and accountable

  • Creating clarity, ownership, and results across the board

Whether you’re managing attorneys, admins, marketers, or sales reps, KPIs allow you to:

✅ Measure performance 

✅ Train with intention

✅ And manage your team with less stress and more results

Purchase the KPI Workshop!
Today’s Price: $1,500
Includes a FREE Implementation Call with a UYB Specialist

KPI Workshop: Proven Frameworks, Templates & Strategies

Join Kristen David for a no-fluff, deep-dive training that’s broken into bite-sized, easy-to-implement lessons.

You’ll walk away with:

✅ A proven framework for creating scorecards for over 15+ roles

✅ Department-specific KPI templates and examples

✅ Real-time strategies for implementation and accountability

✅ A personal roadmap to help you roll it out with your team

All in just 3 hours.

You don’t have to do it alone—your enrollment includes a free implementation call with a UYB Specialist to customize your timeline and help you stay on track.

What to Expect When You Access this Workshop

This training helps you bring every part of your business into alignment—with measurable goals and a clear accountability structure.

Marketing Department

Sales Department

Technical Team

  • Marketing Assistant

  • Copywriter

  • Social Media Manager

  • Marketing Coordinator

  • Client Engagement Specialist

  • Intake Specialist

  • Attorneys

  • Paralegals

  • Tech Specialist

Client / Team Happiness

Operations

Financial Controls

  • Client Happiness Coordinator

  • Administrator
  • Administrative Assistant
  • Receptionist
  • Bookkeeper
  • Billing Clerk

What to Expect When You Access this Workshop

This training helps you bring every part of your business into alignment—with measurable goals and a clear accountability structure.

Marketing Department

  • Marketing Assistant

  • Copywriter

  • Social Media Manager

  • Marketing Coordinator

Sales Department

  • Client Engagement Specialist

  • Intake Specialist

Technical Team

  • Attorneys

  • Paralegals

  • Tech Specialist

Operations

  • Administrator
  • Administrative Assistant
  • Receptionist

Client / Team Happiness

  • Client Happiness Coordinator

Financial Controls

  • Bookkeeper
  • Billing Clerk

Meet Your Instructor:

Kristen David, Owner Upleveling Your Business

As a young attorney, I worked 80+ hours a week to build my practice – and though I loved my work, I had no freedom. 

 

After ten years of trying to juggle it all, I learned how to truly run my business like a business. I wrote a business plan and executed on the things that matter.

I doubled and then doubled again over 18 months as I implemented the systems in all areas of business that allowed me to regain my freedom.

 

When I sold my successful law practice, I began coaching and teaching lawyers across the country (and all around the world) how to build and manage their businesses while living the life they love.

 

Since then, I have built a business that allows me to do what I love – coaching and teaching entrepreneurs in a variety of industries. I teach them how to manage their businesses through the replicable policies and procedures that have allowed me to double my own business, multiple times, while still taking time for myself.

 

Nothing beats a growing, profitable business and being able to spend time connecting with friends and family, sometimes at home and sometimes while visiting places I had previously only dreamed of.

Smiling woman with long hair wearing a black jacket, standing outdoors with a blurred urban background, representing confidence and business success in the context of entrepreneurship and business mastery.
VIP Day Experience
I cannot speak highly enough of Kristen and her team at Upleveling Your Business. I got more done in one day with this group than I have in months on my own.
Tom S.
Systematize My Business
Kristen has been a great resource to me and my firm! She has amazing systems packages that can really help you systematize your business. Kristen has an upbeat attitude while she holds you accountable. I have referred many colleagues to Kristen.
Elise B.
Huge Strides In My Business
I've made huge strides and gains in my business and I am very confident it is going to continue, and a lot of it has to do with the help I am getting from Kristen and the team
Bill F.
I Am So Thankful For You
I am so thankful for you, for UYB, for the team, you all have made a tremendous impact on my business, after 8 years I finally have clarity, guidance, motivation I have goals, I am achieving goals, i had the biggest month that I ever had last month, I attribute that to your company, to your leadership, you are all keeping me on my toes, giving me finite details, kicking me in the behind when I need to be kicked on the behind, keeping my accountable, giving me clarity and having patience, thank you thank your business for grown me to the place I know I can be and helping me not only meet my goals but exceed my goals.
Obreziah B
Huge Turnaround
Over the last year working with UYB my business has experienced a huge turnaround and substantial growth in revenue!
Dan S.

Ready to Boost Your Team's Performance?

You don’t need another theory. You need a plug-and-play system you can roll out this week.

🎯 Training + Templates + Scorecards for 15+ roles
🎯 FREE Implementation Call
🎯 Lifetime access to materials

👉 Enroll today for $1,500
Start creating real accountability and results in your business.

© 2025 Upleveling Your Business