Tran Growth
Partners Apply for the 90-Day Appointment Engine

Free scorecard Calculator on this page, PDF below. No email for either.

The Appointment Engine Scorecard.

Five numbers that tell a business selling through booked appointments whether to scale, hold, fix or pause its ad spend. Score them on this page in a minute, or download the PDF with every band, where to find each number and the decision matrix. Fifteen minutes a week.

Built by Tran Growth Partners. The same five checks it runs before a budget decision on the 90-Day Appointment Engine. All resources

What's inside

The five metrics, with the bands attached.

One metric per stage of the route. The first one decides whether growth is funded by profit; the other four say where the route leaks.

Metric 1

Cost per attended appointment vs allowable

What an attended appointment costs, as a share of what one can return: gross profit per new client multiplied by your close rate. The exact point where scaling becomes buying appointments at a loss.

Green · under 50%Yellow · 50 to 80%Red · over 80%Stop · 100%+

Metric 2

Show rate

Attended divided by booked. The attendance gate. It falls first when bookings are set too far out, confirmation is weak or the calendar is overbooked.

Green · at targetYellow · within 15 pointsRed · more than 15 under

Metric 3

Qualified rate

Attended appointments that met your qualification criteria, divided by attended. The targeting gate. A cheap appointment with the wrong person still costs a selling slot.

Green · at targetYellow · within 15 pointsRed · more than 15 under

Metric 4

Booking lag

Median days between the moment an appointment is booked and when it happens. The earliest warning that the calendar is filling faster than the team can hold it.

Green · 2 days or lessYellow · 3 daysRed · over 3 days

Metric 5

Calendar utilisation

Booked appointments as a share of available selling slots. The capacity gate, and the decision matrix that rolls all five into one call: scale, hold, fix or pause.

Green · 60 to 90%Yellow · 40 to 60, or 90 to 100%Red · under 40 or over 100%

Where the bands come from

Derived, or labelled.

Metric 1 is derived from your own economics. The booking-lag bands come from Tran Growth Partners' show-rate operating procedure, which treats same-day to two-day booking as the standard and three days as the normal upper bound. The show-rate and qualified-rate targets are planning defaults you should overwrite with your own best quarter. The utilisation bands are planning defaults. None of them are benchmarks from other businesses.

Scaling correctly means cost per attended appointment stays inside the allowable while spend increases. If it climbs as you scale, the scale is fake, whatever the lead count says.
From the Scorecard

Try it right now

Score your engine in a minute.

Enter your numbers and get the same scale, hold, fix or pause verdict. Nothing you type is stored or sent anywhere.

Nine inputs, one verdict.

Pull them from the last full quarter. Two of the inputs are your own targets, prefilled with planning defaults you can overwrite.

Nothing leaves this page
Ad spend divided by attended appointments. The Cost per Appointment Calculator computes it.
Revenue per new client multiplied by your gross margin before marketing. The Allowable Cost Calculator computes it.
Attended divided by booked, from the calendar.
Planning default 70. Overwrite with your own best 90 days.
Attended appointments that met your qualification criteria, divided by attended. If you do not record qualification, enter your close rate and treat the answer as a floor.
Planning default 60.
Days between booking and the appointment, median across the period. Your calendar tool exports both timestamps.
Booked appointments divided by available selling slots for the period. Can exceed 100 when the team is double-booked.
Your five bands and the verdict appear here.

The decision matrix.

Read the five bands in this order and stop at the first rule that applies.

  1. Metric 1 red or stop: pause the scale. Appointments cost too much of what they return. More budget buys more of the same loss. Fix the economics first.
  2. Utilisation over 100%: hold. The calendar is overbooked. Add capacity or cut spend to the ceiling. Nothing else works until the calendar can.
  3. Any other red, or two yellows: fix before adding spend. Fix the flagged stage, give it a full judging window, re-run the scorecard.
  4. One yellow: scale cautiously in steps of about 10%, watching the yellow metric.
  5. All green: scale in steps of about 20%, watching metric 1 and show rate as spend climbs.

Where each number lives.

  • Spend in Ads Manager, for the exact date range, plus any vendor fee.
  • Leads, booked, attended, qualified, closed in your CRM, by source. If the CRM does not record attendance and qualification, that is the first thing to fix, before any budget decision.
  • Revenue per client in the payment processor, never the CRM. CRM attribution understates paid consistently once any other touch intervenes.
  • Booking lag and available slots in the calendar tool's export: booking timestamp, appointment timestamp, and the slots that were open.

The verdict is only as good as the inputs.

If your lead and booking counts come from the ad platform rather than the CRM and calendar, several of these numbers will be wrong in the flattering direction. Why the platform's count and your calendar disagree, and how to reconcile them in twenty minutes.

The next step

You don't need a scorecard. You need the route that keeps it green.

The scorecard tells you which of the five numbers is off. Tran Growth Partners builds and operates the route after the click so booking, attendance, qualification and measurement are owned as one system. One short application, one direct conversation with the founder. No sales team, no webinar.

Apply for the 90-Day Appointment Engine Booked directly on the calendar on the main page.

For established businesses selling a $10,000+ offer through a booked consultation, estimate, inspection, assessment or tour.