Log monthly advisor activity and update tracking sheet
Log monthly advisor activity and update tracking sheet
Your advisor activity is scattered across community profiles, preventing a clean monthly report. Collect names, last seen, posts, and scores into one sheet for review before monthly meetings.
Workflow preview:
Zap details:
Overview
Stop assembling advisor engagement manually and get a ready-to-use monthly ledger in your tracking sheet. Program coordinators and the CEO can review names, last seen, posts, and activity scores ahead of monthly strategy meetings.