Daily Reporting Form

Date

Your First Name:

Number of Calls Made:

(The total number of telephone calls made to potential clients for prospecting purposes).

Number of Leads Generated:

(The number of new leads generated through calls, direct messaging social media, email, or other channels. Breakdown for each category* i.e. calls – 5 emails – 2, etc…).

Lead Follow-ups:

(The number of follow-up interactions conducted with existing leads to nurture them through the sales funnel).

Lead Conversion Rate:

(The percentage of leads that progressed to the next stage of the sales funnel or converted into clients).

Customer Interactions:

(A summary of interactions with existing clients, including support provided, issues resolved, or feedback collected).

Content Distributed:

(Details of any content distributed to leads or clients, such as email newsletters, social media posts, or blog articles).

Social Media Engagement:

(A summary of social media activities, including posts made, comments responded to, and messages replied to).

CRM Updates:

(A summary of updates made to the CRM system, including new leads added, notes on client interactions, or changes in lead status).

Challenges and Obstacles:

(Any challenges or obstacles encountered during the day that may require attention or support from the management team).

Key Insights or Observations:

(Any notable insights or observations about the market, competitors, or customer behavior that could inform future strategies. Assistance needed, etc…).