*Tort research
•Viability
•Injury Tiers
•Est. Values
*Leadership-Handling firm
introductions (if applicable)
*Marketers
•Attend meetings
•Proposal analysis/
guidance
•Facilitate Kick-off Calls
*Marketing Ad review from
campaign start to finish
*Tort specific KPI’s
*Budget
•Reality check
•Tort diversity
•Setting budget
*Daily analysis of new leads
•Quality
•Diversity
•Spot check for quality
control & fraud
*Replacement requests
*Weekly feedback meetings with marketers
*Communication
•Progress
•Red-Green Flags
-Marketer
-Client
-Handling firm
*Creating campaign health matrixes
*Weekly client facing reporting
*Weekly-Monthly reporting
*Post sign-up case development updates
•Med records
-Requested
-Received
•Unresponsive rates
•Dual rep tallies
•Criteria updates
•Litigation updates
•File rates
•Fall-off rates
•Disengagements
-Reasoning
-Place with another
firm?
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507 Deer Hollow Drive, Sugar Land, Texas 77479, United States
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