Client Information
Key Contacts
Performance Business Reviews (Canva)
PBRs are built in Canva by the OA team and should be exported as PDFs to Google Drive quarterly.
PBR PDFs on Google Drive
Revenue Breakdown by VA
Price Sensitivity & Notes
Payment History
Last Meeting
Meeting Frequency
Meeting Timeline
HubSpot Notes
Risk Indicators
Positive Indicators
Expansion Pipeline
Recommendations
Overall Account Health
Data Sources & Verification
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