CS Manager Check CST CDS Extra notes Start time 08:30
Update(YES BST
)
Reconfirm Finish Confirm Additional Timing restrictions Account
time 14:00 OR Network Time for (Known timing restraints manager and
15:00 BST ing YES Rescheduled [pre 90%] are in RED) 8- 8:15am
or NO meetings call
Priority Investment Extra client Topic is confirmed below - Ask to facilitate
Meetings to Propose meetings the delegate is a facilitator Roundtable?
accepted
RT Time BST Intelligence Delegate 1-1 Peer Feedback Call
Questions Meetings Collaboration RT Event Date and
Time
Feedback Call Original Exec 90% Exec Scheduled call time - BST New 90%
Invite Sent (YES) call
confirmed if
changed
Company First Name Surname
Job title Mobile
E-mail Meetings
numbers
Number of delegates Calls Completed
Number of meetings Calls still to complete
Missed calls
Scheduled calls for Tuesday
Dodgy Delegate
Cancellations
Cancellations with Remedy
Number of meetings
Number of meetings
Number of meetings
Number of meetings
Number of meetings