Client Success Manager

EOD

Full Name *

Total COMPANY active clients *

How many clients joined the Group Call Today? *

Total active clients on YOUR roster *

Clients YOU onboarded today *

Check ins scheduled today (How many clients are supposed to check in with YOU today) *

Check ins completed today (How many clients checked in that YOU responded to? *

Client Wins (How many of YOUR clients had a win shared in the community *

Transformations Completed (How many of YOUR clients *if any* completed their transformation today?) *

At Risk clients (Non responsive, frustrated, falling off plan) List Names *

Continuation Offers Made *

Continuation Cash Collected (Total $ collected today) *

Continuation Revenue Collected (Total $ signed on contracts today) *

Main objections from continuation offers made? *

Payment fails today *

Update on payment fails (list names and details) *

Any Questions/Ideas about clients, programming or coaching systems? (attach loom video below) *