Operation Freedom PTY / VA Claims Made Easy
Setter EOD Report
300 touchpoints. 8 appointments. No dead conversations.
Date
Setter Name
Shift Hours
01
Lead Activity Summary
New Conversations Started
Instagram
Facebook
YouTube
Skool
Other
Total New Conversations
Carry-Over Follow-Ups
Total Active Conversations
02
KPI Scoreboard
Daily Target: 300+ Touchpoints
Total Touchpoints
Total Messages Sent
Total Replies Received
Response Rate %
—
Platform Breakdown
Instagram
Facebook
YouTube
Skool
Other
03
Appointment Performance
VA Claims Calls Booked
Operation Freedom Calls Booked
Booked Tomorrow
Booked This Week
Qualified Appointments
Unqualified Appointments
Booking Rate % (Booked ÷ Replies)
—
04
Show Rate Tracking
Appointments Scheduled Today
Show Rate %
—
Appointments That Showed
No-Shows
Rescheduled
No-Show Log
No-Show 1
Name
Offer
Select offer
VA Claims
Operation Freedom
Reason
Next Follow-Up Date
+ Add Another No-Show
05
Lead Quality Analysis
Hot Leads
Warm Leads
Cold Leads
Top Pain Points
1
2
3
Top Goals
1
2
3
06
Objections Heard Today
1
2
3
4
5
07
Market Intelligence
What Are Veterans Asking About Most?
What's Making People Book Today?
What Trends Are You Noticing?
08
Follow-Up Pipeline
Follow-Ups Due Tomorrow
Hot Leads
Warm Leads
Cold Leads
Leads Ghosting
Leads Re-Engaged Today
09
Performance Review
Self-Rating Today (1-10)
★
★
★
★
★
★
★
★
★
★
Biggest Win Today
Biggest Lesson
Biggest Bottleneck
What Will Improve Tomorrow?
10
Proof of Work
Booked Appointments, Conversations, Follow-Ups, Wins, Screenshots
Links / Notes
Commander Standard
Minimum
300 Touchpoints
daily
Minimum
8 Appointments
per day
Minimum
80% Show Rate
Every lead categorized.
No exceptions.
Every no-show
followed up same day
No dead conversations.
Ever.
Clear Form
Copy Report