Daily Report Luis Fill this out daily at the very end of the day.Date* MM slash DD slash YYYY Name* First Last Did you go through all unanswered emails and replied to them?* Yes No Did you respond to all the text messages?* Yes No Did you clear all the open Tickets?* Yes No Did you update the Lead/Sales spreadsheet?* Yes No Did you update what did you do today sheet?* Yes No Did you update the Skip and cancellation sheet?* Yes No Did you update the Review tracking sheet?* Yes No Did you update the Complaints/Damages/Breakage sheet?*Make sure to contact client if anything was damaged/broken immediately. Make sure management is notified if re-clean needs to be scheduled. Yes No Did you update any clients notes in Service Autopilot?* Yes No Did you double check all webforms that came in to ensure they were all called?* Yes No Did you go through Google My Business and reply to reviews?*Ensure all google local leads are properly marked and notated as well. Yes No How many estimates did you send today?* How many of those estimates booked service?* Did you have at least 50% overall conversion and 50% or higher recurring conversion?*If you did not please specify how we can help with this? Yes No Did you review the lead / sales report to ensure the sources are properly assigned?*There should not be any unknown leads. Yes No Did you delete any duplicates?* Yes No Did you accomplish all of your To Dos?* Yes No Are you on track to hit all your goals and if not what is your action plan to hit them?* Yes No If there was something left not done what prevented you from doing so?*This is just to help understand where we may need to make changes to help in the future.If something was not done what are your plans tomorrow to make sure it gets accomplished and made up for?*This is just to help understand where we may need to make changes to help in the future.If leads were under goal what is your action plan for tomorrow to gain more leads?*This is in reference to not having enough leads.If sales were not met what is your action plan for tomorrow to make sure we hit our goals and make up for today?*Are you adding all the leads into the lead/sales sheet?* Yes No Are you updating the leads status into the lead/sales sheet?* Yes No