Name

Monday's Date

Active Accounts Managed

Client Interactions This Week

*I should be included on all client communication - Emails - Slack messages - Etc.

Client Meetings

- Meeting details and outcome - Provide link to recording

Please provide an update about influencer marketing that was completed this week.

Consider: - Did you reach out to at least 25 creators? - Did you include Victoria on all communication? - Did you update all documents? - Is there anything else I need to know?

Any work done out of scope or (for Gray) anything beyond standard total number of hours?

Inbox and Communication Clearance

Responded to all emails within 24 hours? Responded to all Slack messages within 24 hours? Etc.

Engagement for Clients

Please share the engagement efforts that were executed for each client this week. This will replace what used to be your "engagement document".

Client Wins

- Success stories - Milestones achieved - Well performing posts, messaging, engagement efforts, etc. - Client appreciation that was shared with you - Etc.

Client Conversions

Please share any potential opportunities to evolve impact for clients.

Any challenges you faced this week where you could benefit from support?

Is there anything that we need to adjust as an agency to provide better results or a better experience for clients?

Adapting strategies, execution approaches, unique ideas, ways of communicating, etc.

Happiness in Your Role

(1-10)

Controlled Calendar & Activity

Did today's activities align with your planned schedule?

Peak Performance Satisfaction

Satisfaction with the quality and efficiency of work?

Reflection on contribution to team and clients:

Overall Reflection

Summarize the week with any additional thoughts or feelings about your work and interactions. Feel free to share anything that would be beneficial to discuss!

The Details