Vernon Insurance client dashboard.
What you can find in this dashboard. Click to jump to it.
- April 2024 digital performance report.
- View all projects and their deliverables.
- View our work records and time tracking.
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Reusable item
April 2024 digital performance report.
Work completed.
XX total hours worked
XX hours over our retainer amount
Automated and software 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
Key onboarding metrics.
XX% conversion rate last month
↓ XX% from 1 month ago
↑ XX% from 2 months ago
↓ XX% all time average
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
Social reviews initiative effectiveness.
XX Promoters + XX new reviews
XX reviews this month and XX responded
Current ranking: XX stars and XX reviews Started with: XX stars and XX reviews
Site security and speed.
Site security and speed is XXXXXX.
- We randomly selected pages for Site Speed audits to make sure there are no obstacles in site performance
- We updated all the plugins and themes that had any security updates available
View all projects and their deliverables.
Active projects.
Click to see project details, resources, and deliverables.
Completion and build out of all the work outlined in the VI Portal Integration Scope.
Proposed projects.
Review our proposed projects, designed to further optimize and drive growth.
Completed projects to review and use.
Take a look at our recent initiatives and projects.
Review and scope the creation of a customer portal for Vernon Insurance and their unique onboarding process.
View our work records and time tracking.
Current month.
| Task Detail | Due Date | Hours | Status |
|---|---|---|---|
Monday | 1 | In Progress | |
October 4, 2024 | 1.5 | In Progress | |
October 1, 2024 | 1 | Completed |