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Pipeline Reoprt/spreadsheet. Every single active case I have is put on my pipeline report. It has value projections for recovery for a client, and the time that's projected to take to resolve that case. I adjust this report every 2 weeks. This benefits me for forecasting and staying on top of cases. It benefits clients because it ensures their case is always top of mind for me and nothing slips through the cracks. Since tracking this report our average case closes 2 months sooner (30% faster), and the recovery value for each case has increased 19%.
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