Weekly account management report

Name(Required)

First Last

Your email address

Weekly account management report for week ending:(Required)

Existing accounts(Required)

Agency name

Product

4 week average margin

Updates

New prospects(Required)

Agency name

Product

Source of lead

Forecast turnover

Forecast weekly GM

Activity(Required)

Type of activity

Number of contacts made

Engagement rate

Update/further action

Send a PDF copy to email:(Required)