Monthly Report

"*" indicates required fields

Name*

Cameron Bishopp

Total Number of Current Subscribers (Paid & Requested)*

Upcoming Features*

List current feature candidates and topics for upcoming issues.

Vendor Updates*

THIS FIELD IS PRIVATE. List newly booked or pending vendor placements and campaigns (and amount), as well as any other relevant updates.

Deven Travelstead

Total Number of Attendees (Paid & Comp)*

Link to Registration Sheet*

THIS FIELD IS PRIVATE. Link to registration sheet detailing ticket revenue and sales by type.

Presenter & Program Updates*

List newly booked or pending presenters (and their programs, if identified), as well as any other presenter or program updates.

Sponsor Updates*

THIS FIELD IS PRIVATE. List sponsors (and amount) booked, pending sponsors, and any other relevant sponsorship updates.

Jan Tyler

Tickets Solved this Month*

Satisfaction Rating this Month (Percentage)*

Total Touches this Month*

Average Touches per Ticket (Autocalculates)*

Notable Issues + Recommendations by Department

For each, please specify: What changes do you suggest for addressing/resolving the stated issue? Is this something you can implement? Do you need help or resources to resolve?

CLICK COMMUNITY*

CLICK PHOTO SCHOOL*

CLICK AWAY*

CLICK PRO*

CLICK MAGAZINE*

Courtney Larson

Total Applications this Month*

Total Acceptances this Month*

Total Click Pros*

Expired Pros*

Please list the names of Pros whose memberships expired and the response (renewed, declined, no reply, etc) to membership follow-up.

Julia Tulley

Total Active Members*

Lifetime & Standard

Forum Activity & Engagement*

Share any notable trends in traffic or posting activity, as well as content engagement (such as popular discussions, contests, tutorials, or library downloads).

Michelle Turner

Completed Course Launch Notes*

List self-paced courses that launched last month and notes on successes/challenges, material quality, whether you'd work with the presenter again, etc.

Upcoming Lineup Notes*

List new workshops and self-paced courses launching in the next month (include instructor, topic/title, and launch date)

Presenter & Course Updates*

List newly booked or pending presenters (and their programs, if identified), as well as any other presenter or course/workshop updates.

Link to Program Planning & Financials*

THIS FIELD IS PRIVATE. Actuals, projections, and planned schedule should be updated monthly.

Monica Wilkinson

Best Selling Products this Month*

Include both digital and physical products of note.

Product(s) Identified for Retirement*

Product Updates*

List new products under discussion or under development, as well as any other product updates.

Project Updates

What initiatives or projects did you complete last month, and what were the results?*

What initiatives or projects will you be undertaking this month, and what are the success metrics?*

Do you need any specific resources, feedback, or assistance to move forward?*

THIS FIELD IS PRIVATE.

Are there any other ideas you want to bounce around?*

THIS FIELD IS PRIVATE. Let me know if you prefer to schedule a call to brainstorm or deep dive!

Instagram Following*

Instagram Change Since Last Month (+/-)*

Email Subscribers*

Email Change Since Last Month (+/-)*

Department Financials

Link to Current Budget / Projections Sheet*

THIS FIELD IS PRIVATE. All financials should be updated & timesheets submitted prior to the submission of this report.

Upload an XLS report of the month's FB/IG spending

Accepted file types: xls, xlsx, csv, Max. file size: 200 MB.

Obtain this report at https://business.facebook.com/adsmanager/manage by choosing "Your Personal Accounts," selecting Last Month from the date range, and selecting Reports > Export Table Data > Export as .xls.

This will pull all ads promoted via the front-end "Boost Post" option on Facebook. If you've also promoted other posts for yourself on your personal credit card, please remove these rows from the Excel doc prior to submitting.

Financial Notes*

THIS FIELD IS PRIVATE. Are we on track, up, or down? Detail any significant departures from projections both for this month and YTD, and outline strategic shifts to maximize growth or mitigate decline.

Closing Notes

Working Relationships: Successes & Challenges

Is there an individual who has been particularly great to work with or has been a great contributor or supporter? Has anyone been underdelivering, stirring the pot, or launching a side project we should keep an eye on? Have you had positive or negative brand experiences to share?

Directors Meeting Agenda Topics

THIS FIELD IS PRIVATE. Have a discussion topic? Want to lead a meeting on an area of personal interest? Drop your ideas here.

Additional Notes

THIS FIELD IS PRIVATE. Add additional notes, concerns, or discussion topics here.

Input your email to receive a copy of this report for your records.*