Account Manager Visit Compliance
Implied weekly visit load
Each client’s tier sets how often it should be visited (A weekly, B bi-weekly, C monthly). Summed up, that is the visit volume each AM must sustain. Reality-check this against capacity.
Visit schedule
Derived automatically: next due = last visit + cadence. As visits get logged, this updates itself — nothing to maintain by hand.
| Client | Tier | Account Manager | Cadence | When due | Last visit |
|---|
By Account Manager
Client roster & compliance
Click any visited client to see the issues & enhancements captured on that visit.
| Client | Tier | Account Manager | Cadence | Last visit | Days ago | Status | Last result | ACV |
|---|
Unmatched visits — logged against a property not in the active-client list (prospects, renamed, or test rows)
| Date | AM | Property | Reason | Result |
|---|
Visits captured per week
Adoption of the Visit Capture app since rollout (mid-May). Stacked by account manager.