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Weekly account management report
Name
(Required)
First
Last
Your email address
Weekly account management report for week ending:
(Required)
MM slash DD slash YYYY
Key existing account update
Existing accounts
(Required)
Agency name
Product
4 week average margin
Updates
Add
Remove
New business prospects
New prospects
(Required)
Agency name
Product
Source of lead
Forecast turnover
Forecast weekly GM
Add
Remove
Activity
Activity
(Required)
Type of activity
Number of contacts made
Engagement rate
Update/further action
Add
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Send a PDF copy to email:
(Required)
Admin forms
Client intro letter
Commission statement
Company set up & fee agreement
Leaver feedback
Fee comparison
GRI E-Tips request
Send agency application
Overdue client
Margin calculator
Indicative offer letter
Agency application form
Anti-money laundering
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