Database Reactivation KPI’s (What do we care about?)
- Appointment rate:
- 3% is minimum satisfaction
- 5% is good!
- Show Rate:
- >50% is minimum
- 60-70% is good!
- Campaign manager checks daily to make sure campaign is firing? If not, troubleshooot.
- Campaign manager checks conversation section. If there are unread/unresponded messages, send a message to client to respond.
- Campign manager checks client opportunities and schedules for appointment outcomes.
- Take screenshots and share results.
- Message client if they’re not marking appointment outcomes.
- Message them when their DR is done.
Client Accountability Document
- Transfer information from ^^ DR to checklist design.