Track and analyze client portfolio health, performance metrics, and account management effectiveness across all managed accounts, focusing on spend efficiency, satisfaction levels, and campaign performance to optimize client outcomes and retention.
Monitor and evaluate the health and performance of our client portfolio through key metrics including spend levels, ROI, satisfaction scores, and campaign effectiveness. This weekly analysis aims to identify both opportunities and risks while ensuring proactive account management.
Analysis of total managed spend and ROI trends across all accounts
Questions to Consider:
How is the total portfolio spend trending week-over-week?
Are we maintaining healthy ROI levels across accounts?
Which accounts are showing the strongest/weakest performance?
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Tracking of satisfaction metrics and at-risk account indicators
Questions to Consider:
What is the overall trend in client satisfaction?
How many accounts are currently flagged as at-risk?
What are the common factors in accounts with declining satisfaction?
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Evaluation of key campaign metrics across the client portfolio
Questions to Consider:
How are conversion rates trending across different account segments?
Are we maintaining efficient cost per acquisition levels?
Which campaign strategies are delivering the best results?
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Analyze correlation between account spend levels and satisfaction scores
Review resource allocation across account tiers
Evaluate effectiveness of current risk identification metrics
Assess impact of recent strategic initiatives on portfolio performance
Review campaign optimization opportunities across similar client segments
Analyze patterns in successful account retention strategies