- Confirm the clients current contacts during every Quarterly ROI Call
- Verify:
- a. Name-First & Last
b. Role/Title
c. Contact Order
d. Email
e. Phone Number (ask for mobile as well)
f. Working Days(if applicable)
g. Communication Preference
h. Active/inactive
- a. Name-First & Last
- If the contact is no longer with the company or is no longer our contact, mark as inactive.
- Add to call notes that you verified the contacts.