Scribd
Upload
10 views

TEMPLATE - Client Scorecard

Uploaded by

aigmarketing555
Copyright
© © All Rights Reserved
Available Formats
Download as XLSX, PDF, TXT or read online on Scribd
10 views

TEMPLATE - Client Scorecard

Uploaded by

aigmarketing555
Copyright
© © All Rights Reserved
Available Formats
Download as XLSX, PDF, TXT or read online on Scribd
You are on page 1/ 6

Broker Deals Client ScorecaCLIENT NAME

Benchmarks
Date Amount Spent Leads CPL Appointments CPBC
October 28 $18.73 1 $18.73 0
October 29 $19.31 3 $6.44 0
October 30 $19.67 3 $6.56 0
October 31 $20.53 1 $20.53 0
November 1 $20.62 2 $10.31 0
November 2 $20.34 2 $10.17 0
November 3 $21.49 2 $10.75 2 $10.75
November 4 $17.96 3 $5.99 0
November 5 $21.93 5 $4.39 2 $10.97
November 6 $20.83 2 $10.42 1 $20.83
November 7 $20.09 4 $5.02 3 $6.70
November 8 $22.35 4 $5.59 2 $11.18
November 9 $18.71 2 $9.36 1 $18.71
### $19.27 3 $6.42 1 $19.27
### $16.80 4 $4.20 4 $4.20
### $21.38 1 $21.38 1 $21.38
### $21.39 3 $7.13 0
### $20.10 1 $20.10 0
###
###
###
###
###
###
###
###
###
###
###
###
###
TOTAL $361.50 46 $7.86 17 $21.26
AVERAGE $20.08 2.6 0.94
NAME
Emailed Loom Check In Call
FALSE
TRUE
1 TRUE
TRUE
TRUE
TRUE
TRUE
FALSE
TRUE
TRUE
TRUE
TRUE 1
TRUE
TRUE
FALSE
FALSE
TRUE
FALSE
FALSE
FALSE FALSE
FALSE
FALSE
FALSE
FALSE
FALSE
FALSE
0 FALSE
FALSE
FALSE
FALSE
FALSE
Updates

Bot is sending same messages twice, Deuandra Brown agreed for meeting but didn't go through book
Didn't confirm meeting time. Sent email to reschedule for Tuesday.

Toll-Free Number's A2P Rejected


A2P Denied
Status

eting but didn't go through booking because bot was confusing

You might also like