Email Service Notes (Jesse)

Your Original Email

(1). Revenue Recovery Plan Sharing
At 20’Q3 beginning, seeing many of my peers had a revenue gap in their books, I organized a “Revenue Recovery Plan” sharing session. I shared about:
The methodology of creating an impactful revenue plan
How did I close a 14K revenue gap in 20’Q1
What resources/ dashboards are available to monitor the progress

(2). Help Nooglers Onboard
I have set up a weekly meeting with Tommy (Nooger in CN) to address his questions
I helped Joe (CN) to prepare his first client call, and I also gave her feedback on development areas.

(3). Movie Night
As a member of well-being committee, I organized a movie night for the team to join together. This activity has received positive feedback and it has improved team well-being.

(4).Focus group pitch
68 customers attended with 4.3 out of 5 course satisfaction score. 5.6K revenue has been lift up. I have increased the “Opt-in score” by 4.5

(5). Revenue Escalation Plan
From week 5, I have been selecting 2-3 hi-po clients every week to pitch budget increase. I have already covered 3.3K revenue within 3 weeks

Your Edited Email

(1). Revenue Recovery Plan Sharing
At beginning of 20’Q3, seeing that many of my peers had a revenue gap in their books, I organized a “Revenue Recovery Plan” sharing session. I shared about:
The methodology of creating an impactful revenue plan
How did I close a 14K revenue gap in 20’Q1
What resources/ dashboards are available to monitor the progress

(2). Help Nooglers Onboard
I have set up a weekly meeting with Tommy (Noogler in CN) to address his questions
I helped Joe (CN) to prepare for his first client call, and I also gave him feedback on development areas.

(3). Movie Night
As a member of well-being committee, I organized a movie night for the team to get together. This activity has received positive feedback and it has improved team well-being.

(4).Focus group pitch
68 customers attended with 4.3 out of 5 course satisfaction score. revenue has been boosted by 5.6K. I have increased the “Opt-in score” by 4.5

(5). Revenue Escalation Plan
From week 5, I have been selecting 2-3 hi-po clients every week with whom to pitch budget increase. I have already covered 3.3K revenue within 3 weeks