PAUSE / CANCEL
Task ID
*
POD Number
*
POD 1
POD 2
POD 3
POD 4
PB
BOD
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Client Email
*
Company Name :
*
Client Name
*
Cancel/Pause Date
*
Platform
*
Platform
Facebook
Youtube
Facebook and Youtube
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Facebook Media Buyer
Jesus
Jose
Tim
Jerry
Hunter
Jorge
Joseph
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Youtube Media Buyer
Carter
Mizael
Jose
Sam M.
Andres
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Status Change
*
What is the new status of the account?
Paused
Cancelled
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General Reason
*
Internal (PB related) / External (Outside PB)
Internal
External
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Reason For Churn
*
Lead Cost Higher Than Promised
Low Quality Leads
Tech Issues - GHL, CRM and Others
Expectations Not Met (Please Specify in Notes)
Low Number of Leads
Lack of Appointments
No ROI
Ran Out of Money
Internal Company Issues (Business Closing/Restructuring)
Ad Accounts Suspended
Didn't Pay Fee
Short Pause
Vacation
Failed PM
Personal Issues
Working on Leads
Unexplained (Client stopped responding)
Others
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How long was the client live?
MNGT fee lost
*
$
What is their total adspend?
*
What is their average CPL?
*
What was their CPL in the last 7 days?
Lead State
*
AL
AK
AZ
AR
AS
CA
CO
CT
DE
DC
FL
GA
HI
ID
IL
IN
IA
KS
KY
LA
ME
MD
MA
MI
MN
MS
MO
MT
NE
NV
NH
NJ
NM
NY
NC
ND
OH
OK
OR
PA
RI
SC
SD
TN
TX
UT
VT
VA
WA
WV
WI
WY
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TARA client?
*
Yes and will be pausing TARA
Yes but will continue to use TARA
No
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GHL Account
*
Basic
TARA
LLN
TARA + Appt Setter
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Will Client continue using SMS? (for rebilling)
*
Yes
No
Contract
*
2 months
3 months
3 + 1 Offer
12 months
Old Contract
Anomaly
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Did they finish their contract?
*
Yes
No
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Last Billing Date
*
Days Remaining Before Next Billing
*
Additional Notes
Submit