Setting goals with Kit

Kit can help you set goals tailored to your business, and then work with you to reach those goals. If you're just starting out, then Kit can encourage you to make your first sale or make more sales. If you're an established business, then Kit can help by setting goals for you.

Kit is proactive, and suggests goals for your business. Kit can remind you of your goals and even helps you celebrate when you reach your goals.

You can use Kit without setting any goals, and you can still run other ads while you're working towards a goal. If you run other ads while you're working on a goal, then those ads have separate budgets and won't count toward the amount you have budgeted for your goal.

Kit sets one of the following goals for your business:

  • Make your first sale
  • Make your 10th, 25th, 50th, 75th, or 100th sale
  • Achieve 10% month-over-month growth

Set a goal with Kit

Steps:

  1. Say hi kit to start a new conversation with Kit:

    Hi Kit

    Hi, let's get started. Please tell me what you'd like to do (respond with 1, 2, 3, 4, or 5) or text me a horizontal photo and I will use it to create a social post or ad for you.

    1. Market products
    2. Run business report
    3. Update fans
    4. Adjust Kit settings
    5. Set a new goal
  2. Choose 5 to set a new goal. Kit chooses a goal and a suggested budget:

    5

    Let's set a goal to make our first sale! Based on the data that I have, I think we'll need $50 in budget to reach this milestone. Is that OK with you?

    1. Yes
    2. No
  3. Reply with 1 to accept the goal and budget that Kit suggests:

    1

    Wonderful, I'm on it. This Facebook ad will run for 7 days and spend up to $50 of our total budget: https://www.kitcrm.com/fhdjhfkd Can I do anything else for you?

    1. Market products
    2. Run business report
    3. Update fans
    4. Adjust Kit settings
    5. Set a new goal

Tracking progress

You can track progress on your goals from the Kit dashboard. Kit shows your goal as well as any progress that you've made:

Kit's goal progress indicator

You can also view your completed goals on the dashboard.

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