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Monthly management

Monthly support for
your tools and campaigns.

We keep your CRM up to date and monitor your campaigns and client response times. A monthly report covers the work completed and the adjustments we recommend.

See the 90-Day Plan
This month’s workDemo · fictional data
TO REVIEW

Review campaigns

Results to review and adjustments to recommend.

Owner228 OPERATORS
What we handle

Work you can see and follow.

Response times and alerts

We check response times and pending follow-ups. When an error is reported, someone is assigned to resolve it.

See the work involved
  • Response times and pending follow-ups checked
  • Alerts and owners clearly defined
  • Incidents documented through resolution

Keeping your CRM up to date

We correct duplicate and incomplete records. Each file shows the client’s current stage, who is responsible and what follow-up is planned.

See the work involved
  • Duplicates, incomplete fields and inactive records handled
  • Stages and ownership kept current
  • Next actions reviewed every month

Monthly report

You receive a report on the month’s follow-ups and corrections, along with any decisions to make and the adjustments we recommend for the following month.

See the work involved
  • Operational status at a glance
  • Blockers, decisions and owners identified
  • Improvement plan for the following month