Login

Weekly four blocker

Name(Required)
MM slash DD slash YYYY

Prospects

Prospects(Required)
Customer
Product
Source
Forecast T/O
 

Lead conversion

Lead conversion(Required)
Customer
Offer
Credit committee?
Portal call
 

Activity

Activity(Required)
New introducer
Contact made
Status
 
Marketing(Required)
Marketing campaign
No of emails sent
Engagement/response
 

Newly onboarded clients

*This will assist workload planning within operations
Income(Required)
Customer
Start date*
Product
Facility size
Expected weekly income
 

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
Metricool tracking pixek