Analysis
Improvement plan
Every gap in the portal should have an owner and a date. This is that list.
Actions tracked
6
Completed
2
Average progress
51%
Standardise the qualification script across all activities
In progress
Roll out the five-question script and capture answers at the point of contact rather than afterwards.
Pillar: LeadsOwner: Sales LeadDue: 30 Sept 2026Impact: High
Consolidate AV and staffing suppliers
In progress
Move from five suppliers to two preferred partners with annual volume pricing.
Pillar: UtilisationOwner: Operations ManagerDue: 15 Oct 2026Impact: High
Introduce 72-hour follow-up SLA
Complete
Every captured lead contacted within three working days of the activity.
Pillar: PerformanceOwner: Commercial LeadDue: 31 Jul 2026Impact: High
Two-question post-activity survey
Complete
Short survey issued within 24 hours to lift response rates.
Pillar: SentimentOwner: Customer LeadDue: 30 Jun 2026Impact: Medium
Reallocate paid social budget to partner email
Not started
Shift 30% of paid social spend into partner list activity, which converts 4x better.
Pillar: EngagementOwner: Marketing ManagerDue: 30 Nov 2026Impact: Medium
Monthly budget variance review
Not started
Thirty-minute monthly review of variance by activity owner.
Pillar: UtilisationOwner: Finance LeadDue: 15 Sept 2026Impact: Low