ROI Template For Escalations: Client Calls & Retention
- Lance Shroyer
Summary | Need to put together a dashboard of sorts that will allow reps to quickly research and plan for client calls. Should include a process to intake requests and turn around a report with 24 business hours not blocked by vacations. Should look at multiple metrics over multiple comparison ranges. |
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Priority | medium |
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Progress | 0% |
Brand | DS ARI |
Owner | @Grant Gooch |
Team | @Andrew Steel |
Status Note | Oct 11, 2023 Pulling into Q4 2023. |
Key Dates | Feb 17, 2023 Complete initial research and come up with a plan. Mar 31, 2023 Complete the template creation in Ninjacat. |
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Status Notes
Feb 17, 2023 Going to do some initial research to see if anyone out on the web has done something similar with Google Data studio or something like that
Mar 6, 2023 Lance is right, making this in Ninjacat with existing GSC and Analytics connections. We should be able to create a template that will allow it to be spun up quickly.
Mar 20, 2023 I haven't started this yet. I know what needs to be done just need the time.
Mar 24, 2023 Kicking out.
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Files & Resources
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