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weekly management check-in
December 16, 2015
Resources  |  2 min read

December Campaign of the Month: Weekly Management Check-In

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Lauren Joyner

Hey Infusionsoft users—Are you having trouble keeping track of what your employees are doing each week? Even with a small number of employees, weekly reporting can go by the wayside and sometimes it is completely missing from business operations. However, this kind of tracking is critical for people leaders to make informed business decisions and develop their people. 

The December Campaign of the Month is here to help. Now you can automatically track productivity each week. This campaign sends a weekly reminder email asking for an employee's top contributions in the past week that they submit through a simple web form. 

This campaign features:

  • Built-in reminders: If an employee hasn’t submitted their report by 4 p.m. on Friday, they automatically get a reminder email to do so. 

  • Automated reporting: Every Monday morning, the assigned user will get a report on their employees. 

  • Regular check-ins: Reminders are sent to employees each week for consistent reporting and building great habits. 


Download this campaign and more in the Marketplace.


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