Appointment setter daily stats

Please Choose your account from the list below and verify the email:

Client Full Name

Client Email *

Client Phone *

Rover: What sort of reactivation was this? *

Eliza Daily Stats only/ no 2nd level done

Standard 2nd Level Reactivation - Hot/ Review Tabs

Application Complete Reactivation - App Complete tab

Both 2nd Level/ App Complete (submit both at once)

Aged lead Reactivation

Farming Reactivation

Number of Appointments Created Today

Number of Live transfers made

Number of Applications Completed

Is there any notes/ leads or issues you wanted to put on the clients radar? (Eliza)

Yes I have some feedback or info for the client

No feedback or info to send the client today

Please enter the feedback/coaching tips/insights or information you would like to relay to the client below! (eliza)

Is the client Calling all of their appointments? *

Yes - client is calling all appointments from the system

Sometimes - There are some missed appointments

No - Client seems to be missing most, if not all appointments

Is the client properly updating the notes section for leads? *

Yes - client is leaving consistent notes for all conversations

Sometimes - client leaves notes on some conversations

No - Client not leaving notes on conversations

Any leads or issues you would like to put on clients radar? Provide names/ examples. Whatever you put here will be texted to client *

Are there any problems you would like to report to the MS team/ create a ticket for? *

Yes there are things to report

No there are not things to report

PLEASE NOTE*** Only select yes to this ^^^ question if you would like to submit a client issues ticket to the Media Simplified Team to review further: Examples Here: Client not calling appointments/ not leaving notes Technical issues/ link issues/ workflow issues Anything else the MS team may want to be aware of

Are there any problems/ issues occurring in the account that Nick/ the team should be aware of? Any Technical issues/ User error from clients end?

Stats from Today

Rover: How many leads were reactivated

How Many Appointments were set? (Numbers only - if none enter 0) *

How Many Live Transfers completed? (Numbers only - if none enter 0) *

How Many Applications did you facilitate completion of? (Numbers only - if none enter 0) *

Date of Last Rover Reactivation (Todays Date)

Should we notify client? (This will send good, bad, ugly report) *

Yes

No

Does this Client need additional reactivations? (Rovers)

Yes - client is slow and needs reactivations

No - client doesn't currently need extra reactivations

2nd level Reactivation - submit

Client Information