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Interim or Quarterly Client Review Client Name: Date: Case # ID # Review was conducted (check all that apply): Information was obtained during the review period from: (check all that apply) Adult

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A few days ago we had a vlog go live on this YouTube channel that was talking about a client meeting that Robert and I went to in Boston In this video I want to go through what that presentation looked like And the goal is to show you how to build a quarterly review for your client But first what is a quarterly review and why is it important What we did when we were out in Boston and what we're going to start doing for all of our clients is once a quarter we'regonna take a survey of all of our service sand try to look at them from an outside point of view List out everything we did wrong and then the lessons going forward And come up with a new strategy I actually have a new account management process that we're implementing pretty soon Also based on the feedback from that client which we can talk about probably in the next couple of weeks So here's the presentation that we gave Quarterly report for, and then we had the client's logo down here We started with an Intro Q&A So we asked them what they wanted to know We sat down in the meeting They had a bunch of stuff to talk about Mostly it was stuff that was actually in this presentation So we lucked out there And Robert wrote it up on this whiteboard for them Then after we answered any questions they had we moved into the review which is the previous quarter's efforts and results And on the services rendered slide we listed our all the work that we were completing in terms of the services And then we moved into the actual post review So we talked about what redid in the very first week of the engagement Also I wanted to give more credit to Robert He's the one who came up with the structure for this deck Then we talked about the outreach process Basically what we were doing And actually you might find this valuable This is our outreach processor at least our old one Monday through Friday build the lead lists Send the first wave fix bounced emails send a reminder cold call send third email Then week three fix email sand then cold call more So we talked about the previous process than we moved into what happened in the first period of the engagement So initial period Over average number of emails sent went exactly as expected we got this number of lead sand this number of meetings happy with the results considered the current strategy to work Then we move into the mid-period and tell what happened in the middle of the engagement How many leads and how many meetings What happened In this engagement it went down a little And then the end period we talked about what happened in the last part of the engagement And since these are quarterly reviews this one would be the first month the second month and the third month Then we showed the improved process So based on what happened back here we changed some stuff going forward And actually here's our new process that we're testing right now if you guys wanted to copy that We added this second series of touch points in week nine ten and eleven Heres the...

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Daas 6223 is a form used for reporting certain information to the relevant authorities.

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