Account Manager - EOD Form

Your 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

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

Fathom call summaries sent to clients + tasks from calls assigned to the team *

DEFCON 1 Clients reached out to? *

New Clients reached out to? *

KPIs

Clients Lost *

Upsells: Campaigns / Ad Spend / Etc *

TP Reviews / Testimonials *

Referrals *

Additional Notes

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

Daily Roll Up - fires, additional notes... *