Client Success Manager- EOD Form

Full Name *

Stress Level *

What grade would I give myself on my ENERGY today?

Call Summary

Summary of calls scheduled today and how they went *

Admin Tasks Complete

Daily Expectations

Daily Expectation tasks all completed (Leave note below if not done + why) *

Touchpoints made with Defcon 3 clients? *

Tasks from meetings and communication with clients assigned to the team *

New client sign ups called & pre-onboarding steps completed *

KPI's & Tracking

CLICK HERE TO OPEN CSM DASHBOARD

Audited and filled out CSM Dashboard

Clients Lost *

Upsells: Locations / Campaigns / Ad Spend / Service *

Reviews *

Referrals *

Additional Notes

What 1% improvements can you (or the company) make? *

Daily Roll Up - fires, additional notes...

Is there anything you're unhappy about, do not like, or want to see implemented that the HomeDirective team do not currently do?

If so - your feedback goes a long way when it comes to helping us build the best team & product in the market - and its CRUCIAL that you feel happy with where you work and how we do things.

Feel free to CLICK HERE TO SUBMIT THIS ANONYMOUS FORM with any ideas or concerns you have - nobody will know you submitted it, and Niklas will personally look over all the requests.