Post Mortem Analysis Click Here To Learn More 12345 FILL OUT THE FOLLOWING:Client Company Name Client Contact Name & Info Client Start Date MM slash DD slash YYYY Client End Date MM slash DD slash YYYY Marketing Consultant List Services Reason given by client for ending contract? List all client team members and their duration if assignment shifted: How many staff changes were there, and how often were things changed? Was there a decline in relationship after a particular member joined the project? Date the issues arose and the relationship started to decline, if it did decline? Date of this post mortem: MM slash DD slash YYYY BASECAMP REVIEWWere all contractual obligations met by The AD Leaf? If not, what and why? Were all contractual obligations met by the client? If not, what and why? Review and rank communication: Professionalism of the client: (1 being very unprofessional, 5 being consistently professional and positive) 1 2 3 4 5 Comprehensiveness of recaps and communication from The AD Leaf: (1 being vague or undocumented, 5 being completely comprehensive) 1 2 3 4 5 Frequency of communication outside of work product updates: (1 being no meetings or phone calls scheduled or made regularly, 5 being consistent and regular communication at least weekly) 1 2 3 4 5 How long on average did it take for The AD Leaf to reply to communication? 1-6 hours 6-12 hours 12-24 hours over 24 hours If over 24 hours, what led to this breach in 24 hour reply standard? List any issues that arose during services, which party brought the issue up, what type of issue it was, and what the resolution was: Did the client attend scheduled meetings and calls, or did they not show up or reschedule? Other: SERVICE LINE DELIVERABLES REVIEWWere the deliverables by service line high quality and results-driven? Did client provide regular feedback and if so, was the feedback positive or negative? Did the client proactively share ideas? Did the client provide proactive communication to support the campaign, or was it reactive? Was the client's feedback applied? Were there any notable client wins during the duration of the relationship? Were there any upsells or service line changes during the duration of the contract? If so, what? Other: TRANSITION FROM MARKETING CONSULTANT TO CLIENT TEAM REVIEWWas the client brief/pre production notes provided by the marketing consultant comprehensive? Who was on the kick off call? Did the marketing consultant retain a relationship with the client after hand off to fulfillment? Other: SUMMARIZE YOUR OBSERVATIONS OF OPPORTUNITIES FOR IMPROVEMENT & EXCELLENCEProcess and technology improvement opportunities: Organizational improvement opportunities Were the correct services and budget provided? Other: Screenshots, if applicable (please label screenshot what it is referencing): Drop files here or Select files Max. file size: 512 MB, Max. files: 10.
