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client_revive_follow_up_instructions [2018/12/18 11:25]
cherieturner
client_revive_follow_up_instructions [2018/12/18 11:29]
cherieturner
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 ==== B Rated Clients ==== ==== B Rated Clients ====
  
-Clients that are rated B are warm leads and may have a need for services. They will potentially sign up for service again in the future. You will add the notes on your Daily Call Report to Steve. From these notes Steve will give you further instructions on how he would like for you to handle the client. When contacting the clients monthly please use the suggestions from Steve as well as the following guidelines.+Client who likes us and wants to keep in touch, ​Clients that are rated B are warm leads and may have a need for services. They will potentially sign up for service again in the future. You will add the notes on your Daily Call Report to Steve. From these notes Steve will give you further instructions on how he would like for you to handle the client. When contacting the clients monthly please use the suggestions from Steve as well as the following guidelines.
  
 **Voicemail Script ** **Voicemail Script **
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 ==== C Rated Clients ==== ==== C Rated Clients ====
  
-Clients that are rated C are colder leads. You will add the notes on your Daily Call Report to Steve. From these notes Steve will give you further instructions on how he would like for you to handle the client. When contacting the clients monthly please use the suggestions from Steve as well as the following guidelines. \\  \\ **Voicemail Script **+Client who still likes us but is not interested in the monthly offers and requested to be contacted quarterly, semi-annually or annually. You will add the notes on your Daily Call Report to Steve. From these notes Steve will give you further instructions on how he would like for you to handle the client. When contacting the clients monthly please use the suggestions from Steve as well as the following guidelines. \\  \\ **Voicemail Script **
  
 Hi client name, this is Toshua Serrato from Best Agent Business, I was calling to check in with you and see if there was anything that I could assist you with. I will follow up this voicemail with an email, please let me know if there is anything I can help you with otherwise I will check back in with you on (date client is due for another call). Thanks and have a great week! Hi client name, this is Toshua Serrato from Best Agent Business, I was calling to check in with you and see if there was anything that I could assist you with. I will follow up this voicemail with an email, please let me know if there is anything I can help you with otherwise I will check back in with you on (date client is due for another call). Thanks and have a great week!
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   * Client Service Next Call - next months call date   * Client Service Next Call - next months call date
   * Management notes - Date - initials - Lm and sent email   * Management notes - Date - initials - Lm and sent email
-  * Send client Email to Follow ​Voicemails +  * Send client Email to Follow ​Voicemail
- +
-<​code>​ +
-* Update Client DB +
- +
-* Client Service Last Call - Day of call +
- +
-* Client Service Next Call - Date client requested to be contacted - 3/6/12 months +
- +
-* Client Box Next email Date - Blank +
- +
-* Date - initials - Client Revive +
- +
-* Summary of call +
- +
-* Add your call notes to your DCR (Daily Call Report) and send to Steve immediately after calling session; copy Cherie Turner and all Revive team members - be sure to take very good notes +
- +
-* Subject: Client Revive - Client Name - Rating C +
- +
-* cc all client revive callers. +
- +
-* Email responses from clients should be forwarded to Steve using the same subject line as above +
- +
-* Send Client Email to follow Live Calls +
-</​code>​ +
- +
-----+
  
 ==== D Rated Clients ==== ==== D Rated Clients ====
  
-====   ​==== +Clients rated as D are clients that you are unable to locate, requested to no longer be contacted or is negative. ​Add your call notes to your DCR (Daily Call Report) and send to Steve immediately after calling session; copy Cherie Turner and all Revive team members - be sure to take very good notes
- +
-Clients rated as D are clients that you are unable to locate, requested to no longer be contacted or is negative.+
  
   * Update Client DB   * Update Client DB
- 
   * Revive Rating - D Request Removal   * Revive Rating - D Request Removal
- 
   * Revive Assistant - Steve Kantor   * Revive Assistant - Steve Kantor
- +  ​* Management notes Date - initials - Client Revive
-  ​* Management notes +
- +
-  * Date - initials - Client Revive +
- +
-  * Summary of call +
- +
-  * Add your call notes to your DCR (Daily Call Report) and send to Steve immediately after calling session; copy Cherie Turner and all Revive team members - be sure to take very good notes +
- +
-  * Subject: Client Revive - Client Name - Client Rating +
- +
-  * cc all client revive callers. +
- +
-====   ====+
  
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  • client_revive_follow_up_instructions.txt
  • Last modified: 2018/12/28 11:35
  • by cherieturner