Do you want to stay on top of your clients' interactions and ensure that no opportunities are missed in your busy schedule? Acaboom's Daily Opportunity Reports provide you with valuable insights, allowing you to proactively follow up with clients who haven't read your digital proposal and manage your day effectively. These reports help you maximize conversion rates by providing the right information at the right time.
Not using this feature?
If you're relying on manual tracking or struggling to keep up with client interactions, you may be missing out on valuable opportunities. Acaboom's Daily Opportunity Reports ensure that you have a comprehensive overview of client engagement, allowing you to take timely action and optimize your conversion rates. The Daily Opportunity Reports, formerly known as the Daily Summary Report, can streamline your daily operations and keep your business running smoothly. By receiving these reports in your inbox each morning, you have a comprehensive snapshot of your client's engagement and can take prompt action to capitalize on opportunities.
Key benefits:
With Daily Opportunity Reports, you receive timely information about clients who haven't yet read your digital proposal. This enables you to proactively reach out to them, ensuring that no client is left waiting and increasing the chances of securing their instructions. By staying on top of client interactions, you demonstrate your responsiveness and dedication to providing exceptional service.
Acaboom's Daily Opportunity Reports provide individual, group, and branch reports, giving you a comprehensive understanding of your business performance. These reports summarize key information that requires your attention, such as clients who need follow-up, pending instructions, and other actionable items. By having all the necessary information in one place, you can efficiently manage your day and prioritize tasks for maximum productivity.
By leveraging the insights from Daily Opportunity Reports, you can identify and seize every opportunity to convert potential clients into instructions. Whether it's reaching out to clients who haven't engaged with your proposal or ensuring that every client has been contacted based on their interactions, these reports empower you to take proactive steps that lead to higher conversion rates.
Let's get you started!
We’re available from 8:30 am – 5:30 pm Monday to Friday. You can reach your account manager using your preferred usual method.
You can call us on 020 7096 1246, or you could email us at [email protected]
Technical question? Find us at [email protected]