progression call evaluation Progression Call Evaluation Form Name(Required) First Last Account Manager(Required) Sales Rep(Required) Client's Business Name(Required) City/Publication(Required) Date of Progression Call/OBC(Required) MM slash DD slash YYYY Did a pre-strategy call take place before the progression call?(Required) Yes No Was an agenda delivered to everyone involved on the call prior to the call taking place?(Required) Yes No Does this month's progression report include the new business objectives style of reporting?(Required) Yes No Is fulfillment present on the call?(Required) Yes No Is the sales rep present on the call?(Required) Yes No Are wins clearly outlined in the report for the client?(Required) Yes No Are our efforts tied back to the overall performance of the campaign? Ex: PPC specialist increased the bidding on keyword, which generated more clicks and conversions for you.(Required) Yes No Was the client engaged with the conversation?(Required) Yes No Did the AM/Fulfillment specialist (if present) completely answer any questions or concerns the client had?(Required) Yes No Please select all additional upsell assets that the client would benefit from:(Required) Organic SEO Paid Hyperlocal Social Media Management Social Sprint Local SEO Programmatic Web Maintenance Select AllAdditional Comments
