• General Information

• Date*
   /Month /DayYear

  Date
• Name*
  First NameLast Name
• Email*
  example@example.com
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• Client Onboarding

• Clients Needing Onboarding*
• Onboarding Calls Taken This Week:*
• Number of Forms Submitted: *
• Forms Completed by EOW:*
  YesNo
• Opportunities
• Threats
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• Scheduling

• Open Lead Photo*
• Open Second Photo*
• Open Lead Video*
• Open Second Video*
• Open Livestream*
• Open Photo Booths*
• Opportunities
• Threats
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• Engagement Sessions

• Total Sessions:*
• Sessions Needing Scheduling:*
• Sessions Booked:*
• Opportunities
• Threats
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• Timelines

• Total Timelines for Year*
• Timelines Completed*
• Timelines Left to Complete*
• Timelines Sold*
• Close Rate*
• Timeline Revenue Closed This Week*
• Timeline Revenue YTD*
• Strengths*
• Weaknesses*
• Opportunities*
• Threats*
• Notes
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• Client Experience

• Open/Unresolved Client Issues

• Number of Open Issues: 
• List of Open Issues and Details:

• Resolved Client Issues

• Number of Resolved Issues: 
• List of Resolved Issues and Resolutions: 
• Opportunities
• Threats
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• Client Off Boarding

• Clients Ready for Offboarding (on Quire):*
• Clients Offboarded This Week: *
• Offboarding Forms Submitted:*
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• Workload and Project Status

• Completed Projects:
  List projects successfully completed by each team member or department.
• Pending or Delayed Projects
  Identify projects that didn’t meet deadlines and the factors causing delays.
• Upcoming Deadlines
  Highlight priority tasks and assignments for the following week to ensure team alignment.
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• Team Needs and Resource Requests

• Equipment or Resource Requests:
  Note any specific tools, equipment, or software the team requires for upcoming projects.
• Training or Development Needs
  Identify skills gaps or areas where additional training could improve performance.
• Additional Staffing Needs
  If team members are overextended, note the need for extra support or new hires.
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• Performance Highlights

• High Performers to Recognize:
  Spotlight team members who exceeded expectations or showed exceptional skill.

• Areas Needing Attention

• Underperforming Team Members
  Mention team members who may need support, further training, or specific feedback to improve.
• Quality Issues:
  Note any recurring quality concerns or specific projects that required excessive revisions.
• Attendance or Engagement Concerns: *
  [Team Member 1] - [Number of Meetings Attended/Number of Meetings Held]
[Team Member 2] - [Number of Meetings Attended/Number of Meetings Held]
[Team Member 3] - [Number of Meetings Attended/Number of Meetings Held]Highlight any team members with attendance issues, missed deadlines, or lack of engagement.
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