Process to complete:

1. Go to historical time tracking at the bottom of the page then find the summed hours for the report month and add to the XX hours worked this month
2. Change the filter for the tasks to be between the report month

XX hours worked this month.

View a full breakdown of the project tasks and time to complete below.

Automations management.

XXX customers used the software and automations we built to get started.

• Our automations saved XX hours of work
• We automated XXXX tasks
• We found and fixed XX bugs
• Completed quality assurance of every automation documented below each week

What is this? Save time and money with our automations customized and integrated into your everyday business and marketing operations.

Process to complete:

1. For AGuard Click on https://airtable.com/appWg2M6fCLkPa8hI/pagMtrVK3mRSy3oCB
2. In New business conversion rate, check the Last 30 days column and replace % with the VALUE of new business conversation rate last month.
3. Calculate the difference in the value from 1 month previous and All time average.
4. In Renewals conversion rate, check the Last 30 days column and replace % with the VALUE of new business conversation rate last month.
5. Calculate the difference in the value from 1 month previous and All time average.
6. FOR LBR Go to Clients - LBR sheet then the Reporting KPIs tab, Using the values in Column D calculate the difference in the value from 1 month previous and 2 months previous and all time average then replace in: 1_MONTH 2_MONTH ALL_TIME IMPORTANT: for these metrics we need values 1 month from the reporting month we are compiling. So if this is the April Report we use values from March.
7. We don’t track Key Onboarding Metrics for Klesk so don’t need to edit that section.

Key onboarding metrics.

XX% conversion rate last month

↓ XX% from 1 month ago

↑ XX% from 2 months ago

↓ XX% all time average

What is this? This is just an example. We customize the metrics we display here based on what is best for your business.

Process to complete:

1. Check and See your security report and update the status and any issue you reported.
2. Update all plugins ( this will be automatically done as we have purchase the Plugin manager add-on flywheel offers for all sites) and how may automations bugs were fixed and last but imporant have we updated the PHP or WP version in the flywheel.

Site security and speed.

Site security status: Low Security Risk

• See your security report

 All available updates: Completed

• Updated all plugins
• Updated WP version

What is this? Website speed plays a big role in converting leads to customers. We make sure your site is always fast and secure.

Process to complete:

1. For AGuard Click on https://airtable.com/appWg2M6fCLkPa8hI/pagMtrVK3mRSy3oCB
2. Check the Onboarding feedback last 30 days and replace it with customer responses.
3. Below if the Pie Chart wriite “Please select how easy it and update:”
4. For LBR: MPORTANT: for these metrics we need values 2 months ago. So if it is currently April 2023 we would use the metrics for February 2023.
5. For Klesk use their total onboarding feedback values and not just the current month.

→ PERCENTAGE_EASY% found it easy to get started

→ PERCENTAGE_AVERAGE% found it average to get started

→ PERCENTAGE_DIFFICULT% found it difficult to get started

4. Copy all the responses and paste them in OPEN_ENDED_FEEDBACK below

Customer onboarding feedback.

How easy was it to get started?

XX total customer responses

• XX% found it easy to get started
• XX% found it average to get started
• XX% found it difficult to get started

What is this? Customer feedback is crucial for a business to successfully grow and optimize, we implement a process to automatically gain valuable insights from your customers.