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Daily Report
Daily Report
Detail Cleaning Services
2021-05-05T21:11:29-05:00
Name
First
Last
Did you go through all your emails?
Yes
No
If so make sure you have labeled them.
Did you update the Lead/Sales spreadsheet?
Yes
No
Did you update the what did you do today sheet?
Yes
No
Did you update the Skip and cancellation sheet?
Yes
No
Did you update the Review tracking sheet?
Yes
No
Did you update the Bonus Devie sheet?
Yes
No
Did you update the Complaints sheet?
Yes
No
Did you update the Breakage sheet?
Yes
No
Did you double check all webforms that came in to ensure they were all called.
Yes
No
Did you go through Google My Business and reply to reviews?
Yes
No
Ensure all google local leads are properly marked and notated as well.
Did you go through Facebook to check if we have leads or clients message to respond?
Yes
No
Ensure all facebook leads are properly marked and notated as well.
How many estimates did you send today?
Did you have at least 40% conversion and 65% recurring conversion?
Yes
No
If you did not please specify how we can help with this?
Did you review the lead / sales report to ensure the sources are properly assigned?
Yes
No
There should not be any unknown leads.
Did you delete any duplicates?
Yes
No
Did you accomplish all of your To Do?
Yes
No
Are you on track to hit all your goals and if not what is your action plan to hit them?
If there was something left not done what prevented you from doing so?
This is just to help understand where we may need to make changes to help in the future.
If something was not done what are your plans tomorrow to make sure it gets accomplished and made up for?
This is just to help understand where we may need to make changes to help in the future.
If leads were under goal what is your action plan for tomorrow to gain more leads?
This is in reference to not having enough leads.
If sales were not met what is your action plan for tomorrow to make sure we hit our goals and make up for today?
Are you adding all the leads into the lead/sales sheet?
Yes
No
Are you updating the leads status into the lead/sales sheet?
Yes
No
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