Southern Tide Media Sample report

This is a sample with illustrative data. The business below is fictional and every number, name and deal is invented to show the format — any resemblance to a real company is coincidence. This is the report our Managed CRM clients receive each month, filled with your real hours, your real pipeline and the actual work done in your system.

Managed CRM Monthly Report

Prepared for: Pelican Point Outfitters (fictional example) · Operate+ · July 2026 · delivered August 4

The month in three numbers

18.5hours used of the 20 included — 1.5 unused, and unused hours do not roll over

67new leads captured, triaged and routed — none left untouched for more than one business day

412 → 96duplicate records, after this month's merge pass

Where the hours went

Lead triage & call sheet6.0
Automation & workflows5.5
Reporting3.0
Data hygiene2.5
Advisory & planning1.5

Unused hours are stated rather than quietly absorbed, and they do not roll into next month — that's the trade for a fixed fee you can budget against. If a month runs over, we tell you before the work happens and it's quoted at $95/hour, approved in writing. There has never been a surprise line on a Southern Tide Media invoice and there isn't going to be one.

Delivered this month

Item	Requested	By	Hours	Status
Rebuilt lead-routing rules for the two new territories	Jul 4	Dana M.	3.5	Done
Merged 316 duplicate contact records, added a create-time duplicate check	Jul 7	Standing	2.5	Done
Daily call sheet rebuilt to rank by deal age, not creation date	Jul 9	Ray T.	2.0	Done
Quote-request form wired to create an opportunity, not just a contact	Jul 14	Dana M.	2.5	Done
Follow-up sequence for unresponsive proposals — drafted, human-edited, live	Jul 18	Standing	3.0	Done
Monthly pipeline & source report rebuilt after the platform update broke it	Jul 24	Us	3.0	Done
Call-tracking integration — vendor API credentials still outstanding on their side	Jul 11	Ray T.	2.0	Escalated

The escalated item has been open for three weeks and is blocked on a third party, not on us. It stays on this report, with its age visible, until it closes. A report where everything is finished every month is a report that has been curated.

System health

96Duplicate records remaining, down from 412

11%Records missing a lead source — was 34% in May

7Opportunities stalled 60+ days. Two are worth chasing this week

14 of 17Licensed users who logged in during the last 30 days

Two automation failures were caught and fixed this month, both caused by a platform update on July 22 that silently broke a field mapping. Nobody would have noticed from inside the business until the numbers looked wrong at month end — which is most of what this line item is for. Three licensed seats are going unused: worth a conversation about whether you're paying for chairs nobody sits in.

What we'd do next

Chase the two stalled opportunities over 60 days with the owner directly — one is a $18,700 proposal with three unanswered touches.
Close out the call-tracking integration the moment their credentials land; the build is ready and waiting.
Reclaim or reassign the three dormant user seats before the next license renewal.
Get lead-source capture from 89% to complete — the last 11% are all coming from one form we don't yet control.

Every Managed CRM engagement gets this report monthly, written by the person doing the work. Your CRM account, your records and your credentials stay in your name throughout — including if we part ways. Questions about yours take a reply, not a meeting.

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