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End Of Month Closeout
Step
1
of
8
12%
Date
(Required)
MM slash DD slash YYYY
Market
(Required)
Marketing Spend Requirement
(Required)
Name
First
Last
Email
Total Marketing Spend For The Most Recent Period
(Required)
What advertising were the marketing funds spent on? Please be detailed as possible:
(Required)
Were Co-Op funds used?
(Required)
Yes
No
Total amount of Google Reviews added this month?
(Required)
Google Star Rating
(Required)
Do you have any questions you would like to discuss with the Franchise Team Concerning Marketing?
(Required)
Yes
No
What would you like to discuss about marketing?
(Required)
Total Number of Salespeople
(Required)
Total Sales Support Staff:
(Required)
Total Lead Captured:
(Required)
Total Units Sold:
(Required)
Total Number of In Home Consultations:
(Required)
Do you have any questions you would like to discuss with the Franchise Team Concerning Sales?
(Required)
Yes
No
What exactly would you like to discuss about sales?
(Required)
What is the estimated lead time you are seeing for an air-cooled installation?
(Required)
What is the estimated lead time you are seeing for a liquid-cooled installation?
(Required)
Total Number of Electricians installing units (Do not include anyone not in the field daily):
(Required)
Inside Support Staff dedicated to Installation:
(Required)
Total number of units installed for the month:
(Required)
Air-Cooled Generators in Stock:
(Required)
Liquid-Cooled Generators in Stock:
(Required)
Do you have any questions you would like to discuss with the Franchise Team Concerning Installation?
(Required)
Yes
No
What exactly would you like to discuss about Installation?
(Required)
How Many Technicians do you have dedicated to Service?
(Required)
What is the level of the highest trained technician?
(Required)
Air-Cooled
Protector
Protector Plus
How many monitors were added this month?
(Required)
Total number of Monitors?
(Required)
What is the total dollar of warranty claim filings this month?
(Required)
What is the total number of warranty claims filed for this month?
(Required)
Do you have any questions you would like to discuss with the Franchise Team Concerning Service?
(Required)
Yes
No
What exactly would you like to discuss about service?
(Required)
What was the total Gross Revenue for the month?
(Required)
What was the percentage of Increase or Decrease for Revenue of same month last year?
(Required)
What was the Accounts Receivable Total ending on the last day of the month?
(Required)
Do you have any questions you would like to discuss with the Franchise Team Concerning Accounting?
(Required)
Yes
No
What exactly would you like to discuss about accounting?
(Required)
Do you have any corporate training that you would like to be completed with any employees?
(Required)
Yes
No
Who and what position do they currently hold?
(Required)
Where would you like this training to be completed?
(Required)
Houston
Video Conference
Do you have any comments or suggestions you would like to relay to the Franchise Team?
(Required)
Yes
No
Comments or suggestions:
(Required)
Marketing Agency Name
(Required)
Name of marketing agency(s) currently being used
Monthly Retainer Cost
(Required)
Monthly service / retainer cost for each agency (excluding ad spend)
Please enter a number greater than or equal to
0
.