Weekly Progress Report

Objective: This Standard Operating Procedure (SOP) outlines the responsibilities and procedures for an  assistant in   Budd’s Plumbing to track down a key performance indicator that tracks our overall conversion of the marketing spend we are spending within Budd’s Plumbing .  

The purpose of this report is to help track our progress throughout the week. In this report you will be gathering information and numbers of phone calls recevied, requests made and converted, quotes made and converted, Jobs started and completed and Reviews sent and received. Listed below are step by step process to completing and submitting the Weekly Progress Report 

  1. Weekly Progress Report form will be assigned to you inside asana as a recurring task. This task's due date will be set to every Monday. This report is to be filled in with information from the past 7 days. 
  2. Input Date of form being submitted. Example: For report ranging from 7/17/23-7/23-23 date inputted would be 7/24/23 (Monday) 
  3. Input phone calls per day and after hours on that day.

               a. From Podium home page

                     i. Click on reporting drop down < D

                    ii. Click on Total Conversations

                iii. Select Date of Last Week

            iv. Select By Hour

          v. Input Data from report per day into Weekly Progress Report

        vi.

         4. Input Amount of Request Received and converted into form

                 i. From Jobber Home Page under Request, Scroll on lines for results

               ii. Input Data per Day into form

  1. Input Amount of Quotes sent and converted into form

             i.  From jobber Home Screen under Quotes, scroll on lines for results

                ii. Input Data per Day into form

          6. Input Amount of Jobs Started vs Jobs Completed

                     i.  From jobber Home Screen under Jobs, scroll on lines for results

               ii. Input Data per Day into form

          7. Input Amount of Review Invite Vs Invite Clicked

              a. From Podium Home Page 

                    i. Click on dropdown “Reporting” < “Dashboard”

              ii. Select Review Invites

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            iii. Select Last Week in drop down

                     iv. Input Data from report into Form

             

  

     7. Input Amount of Review Invite Vs Invite Clicked

             a. From Podium Home Page 

                  i. Click on dropdown “Reporting” < “Dashboard”

                 ii. Select Review Invites

           iii. Select Last Week in drop down

         iv. Input Data from report into Form

  1. After all data is inputted into form. At the bottom of form click on submit

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Note: This SOP can be customized based on the specific requirements and guidelines of Budd’s Plumbing. Regularly review and update the SOP to ensure it remains accurate and aligned with the company's evolving needs. Make notes below in Red that would make this SOP more efficient. Before changing the SOP above, Ben and Mike need to sign off on it.