Client activity report
Compile a comprehensive view of all activity with a specific client.
I need a comprehensive view of all activity with a specific client for internal review purposes.Follow these steps:1. Pull the client's full contact record from my CRM.2. Check my calendar for all meetings over the past 12 months.3. Pull all email communication from the past 12 months.4. Review all CRM notes and meeting notes.5. Check for completed and open tasks.6. Respond with a detailed report including: Client Overview, Meeting Summary, Email Communication Summary, Key Topics and Themes, Completed Tasks, Open Items, Portfolio Activity, Notable Life Events, and Overall Relationship Health Assessment.
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