ACCOUNT MANAGER
Call Date
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Task ID
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POD Number
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POD 1
POD 3
POD 4
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Client Pulse
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Healthy
Needs Improvement
SOS
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Campaign Pulse
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Above KPI's
On Track
Below KPI's
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CALL NOTES
What needs to be done?
Who needs to do what?
Noah Barajas
David Dymond
Carter Barajas
Tim Hatfield
Jose A. Mateo
Joseph Willette
Jorge Mateo
Carter Murphy
Mizael Huante
Josh Larsen
Annie Rosales
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When do you need this done by?
Do you have a win?
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Yes
No
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If yes, please specifiy below
Any other Action Items?
Yes
No
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What else needs to be done?
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Who needs to do what? (2)
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Noah Barajas
David Dymond
Carter Barajas
Tim Hatfield
Jose A. Mateo
Joseph Willette
Jorge Mateo
Carter Murphy
Mizael Huante
Josh Larsen
Annie Rosales
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When do you need this done by? (2)
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QUALITY ASSURANCE
What has your experience been like partnering with Prospect Bacon?
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What can we do to better serve you and your team?
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