2/19/2017 Activity Report For

ALL-TIME SYSTEM TOTALS

Pre-Appointment Communications

%

% Customers Receiving

Pre-Appointment Reminders Started

Human Hours Saved

Post-Appointment Communications

%

% Customers Receiving

Post-Appointment Follow-Ups Sent

Human Hours Saved

Sales and Estimate Communications

%

% Customers Receiving

Open Estimate Follow-Ups Started

Human Hours Saved

Future Offer Communications

%

% Customers Receiving

Customers Receiving Forward Scheduling Offers

Human Hours Saved

1) PRE-APPOINTMENT REMIND & CONFIRM

%

Confirmed Appts

%

30 Day Change

%

Unconfirmed Appts

%

30 Day Change

%

Text Method

%

30 Day Change

%

Email Method

%

30 Day Change

NOTES:

The confirmed percentage is at the top of the stats for all companies using the system, which is excellent. We still have plans to increase this percentage with coming updates.

2) POST-APPOINTMENT FOLLOW UP

Reported Customer Issue

%

30 Day Change

%

Reported Happy Customer

%

30 Day Change

%

Unresponsive Customers

%

30 Day Change

NOTES:

This is a great opportunity for getting important customer feedback about their experience with you. At present this part of the system is not being used. We recommend a remedial training session with the appropriate office staff to implement this, or a discussion to evaluate a better methodology for your particular workflow.

3) OPEN ESTIMATE FOLLOW UP

%

Accepted Estimate

%

30 Day Change

Avg. Response, Days

Mean Response, Days

%

Declined Estimate

%

30 Day Change

Avg. Response, Days

Mean Response, Days

%

Unresponsive Customers

%

30 Day Change

%

Provided Feedback

%

30 Day Change

NOTES:

Since this our first data sample for your business, I’d love to know if you agree with the close rate denoted in the “Accepted Estimate” percentage above. Planned improvements to this part of the system will attempt to beat the average response time, as well as lift the close rate even higher.

I am VERY pleased with the number of customers who are leaving you feedback about estimates! This is a much higher rate of return than I would have expected. Once you have had a chance to download and review the feedback, I’d love to hear your thoughts about any common themes or indicators of changes you think it might be beneficial to try.

4) Shifter/Lifter Offers

Customers enrolled to receive off-season offers

%

30 Day Change

%

Clicked Interested

%

30 Day Change

%

Clicked Not Interested

%

30 Day Change

NOTES:

Enrollment is very good, so the system is being used well. The lack of data in this report section is due to the fact that there have not been any customers who have received offers in the system yet, due to the timers and when the system began being used by you.