Weekly Operations Report
Weekly Operations Report
Prepared by: Victoria Omoshade | Virtual Assistant
Report Period:
10 February 2026 - 14 February
2026
Submitted To:
Mr. David Adeyemi, Team Lead
Prepared By:
Victoria Omoshade
Date Submitted:
14 February 2026
1. Summary of Tasks Completed
• Responded to 47 customer inquiries via email and live chat.
• Updated and cleaned 120 CRM records in HubSpot with accurate contact and interaction data.
• Scheduled 15 follow-up calls and meetings for the sales team.
• Created and filed 3 new process documentation guides for onboarding.
• Prepared and sent 8 client follow-up emails post-resolution.
• Generated 2 lead reports and shared with the sales team.
47
os
ha
Exceeded
120
Exceeded
or
de
2. Key Metrics
2.5 hrs
Met
10
15
Exceeded
90%
94%
Exceeded
Metric
Target
40
CRM Records Updated
100
Response Time (avg)
< 4 hrs
Status
Client Satisfaction
©
Follow-Ups Scheduled
Vi
ct
ia
O
m
Inquiries Responded To
Achieved
3. Challenges & Solutions
• Challenge: High volume of inquiries on Tuesday due to a product update announcement.
→ Solution: Prioritized urgent tickets first and used pre-approved templates to speed up response time.
• Challenge: 3 CRM records had duplicate entries from a data import.
→ Solution: Identified and merged duplicates, flagged for future data entry review.
4. Priorities for Next Week
1. Complete onboarding documentation for 2 new clients — Sarah Mills and James Okafor.
2. Follow up on 5 unresolved tickets from this week.
3. Update CRM pipeline with new leads from the February marketing campaign.
4. Prepare monthly summary report for submission by 28 February 2026.
5. Notes & Observations
Overall, this was a productive week. Client satisfaction scores remain high and all major tasks were completed ahead
of schedule. Continued focus on CRM accuracy and fast response times will be key priorities moving forward.