1st Attempt – Scheduling Email template sent on the first working day of the month
2nd Attempt – Scheduling Follow-Up Email sent the second week of the month
3rd Attempt – Final email template sent on the 3rd to last working day of the month
Quarterly Appointment Set Steps:
Bookings will automatically send an appointment confirmation email to your client once they have selected a date and time.
Bookings will send out appointment reminders a week before the appointment, 3 days before, and a half an hour before.
Open the appointment in Outlook and connect to the contact/account using the Salesforce plug-in.
The Booking system will automatically send a ‘Thank you’ email half an hour after the appointment end time.
Quarterly Call Case Steps:
1st attempt email is sent – open/start Quarterly Call Case and change call type to 1st attempt met.
2nd attempt sent – verify platform services via services checkboxes, note any action items needed (ex. New Standard Ad, Boost Budget, Update Deck, Verify Business Hours, etc.), and change call type to 2nd attempt met.
3rd attempt sent – confirm action items are complete, note any additional needs, and complete case by changing call type to 3rd attempt met and status to complete.
Additional Tips:
Prerecords available upon request or if are needed
Phone calls and texts are still acceptable when necessary – use your best judgment
If you are speaking with a client who is unable to meet –
If you are speaking with them, ask a quick strategy/goal question so you can provide more meaningful service in the upcoming quarter, and then mark that quarterly call completed with appropriate notes
If a client misses a scheduled meeting – proceed with 3rd attempt steps above
If a client asks to reschedule for next month, send an appointment confirmation email template with a reporting portal link and complete the case link normally. Treat next month’s meeting as a touchbase call.