The Customer Journey/OI Progress Report is used to update our customer on their campaign progress. The report is created by the Customer Journey Manager before any checkpoint call with client, which can occur weekly, bi-weekly, or monthly. The completed document is sent a maximum of 2 hours or minimum of 15 minutes before the checkpoint call, unless the customer specifies other preferences. The data included in the report is exported from VanillaSoft.
Process is shown in the video below and steps follow.
PM is to complete this tollgate report on guaranteed lead campaigns that have 0 leads after 2 weeks of calling or after 40 hours have been logged.