Client

Hepworth

Summary

Create a weekly report that can be used to make sure everything is going well

Category

Assigned To

Eli Weldon

Status

In Progress

Start & Finish Date

August 19, 2024 → August 23, 2024

Products

HL Create Leads Management Report

Review everything related to the project below. If there is anything we need you to review it will be listed under “What you need to review”

Table of contents

• Project content goes here
• Metrics for weekly review
• Project tasks

Project content goes here

Metrics for weekly review

Financial Performance (as a chart)

• Billed: Total revenue generated for the week.
• Collected
• Expenses
• Profit

Cases / operations (as a chart)

• Billable Hours
• Cases completed
• Total number of cases
• Average $ billed per case
• Case feedback

Marketing

• Number new retained
• Number consults
• number leads

Projects

• projects being worked on
• any other areas or people that will be working on bigger picture things provide updates
• Andrew - marketing - branding
• Chris - case management - how attorneys are doing - operations

Project tasks

Task Detail and	Due Date	Hours	Status	Assigned To	Client	Project
Recreate the weekly report for leads that way we don’t have to worry about it on-going, create tasks once confirmed	August 20, 2024	0.5	Review - In Progress	Eli Weldon	Hepworth	HL Create Leads Management Report
Write script that parses through last years worth of leads to determin number of average consutls scheduled in a week for the next week	August 21, 2024	1	Done	Eli Weldon	Hepworth	HL Create Leads Management Report
Finalize a weekly report hepworth can view to understand how leads are performing	August 21, 2024	2	In Progress	Eli Weldon	Hepworth	HL Create Leads Management Report