CCM Sales Daily Recap
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Name
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Email
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Which date is this recap for?
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MM slash DD slash YYYY
1. ZOOM Meetings & Conference Calls
Daily Report
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Please click the plus icon to add more items. Please put none if nothing to report.
Total Number of Hours
Please just put the number of hours, no (i.e 1.5 not 1.5 hours)
2. Account Management & Client Communications
Daily Report
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Please click the plus icon to add more items. Please put none if nothing to report.
Total Number of Hours
Please just put the number of hours, no (i.e 1.5 not 1.5 hours)
3. Project Work & Tasks
Daily Report
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Please click the plus icon to add more items. Please put none if nothing to report.
Total Number of Hours
Please just put the number of hours, no (i.e 1.5 not 1.5 hours)
4. Webinars/Training/Research
Daily Report
Please click the plus icon to add more items. Please put none if nothing to report.
Total Number of Hours
Please just put the number of hours, no (i.e 1.5 not 1.5 hours)
External Administration Client Work (Optional)
Please include all tasks completed for these clients, including meetings.
Daily Report
Please include Client Name (CHR, ADM, EH&S, ITS, PREK-12, CTO) Project Tasks, and Number of Hours
Total Number of Hours
Please just put the number of hours, no (i.e 1.5 not 1.5 hours)
Optional Notes: