High Risk Clients SOP
When a client is considered high risk:
Working with another 3rd party marketing company
Expresses a concern/frustration about our program
Asks for a ...
BlueTie Email – New email with Enterprise already created
Website Update is needed. Double check the subscription product in Salesforce
Login into Bluetie: https://extranet.bluetie.com/index.html?msg=sessiontimeout
Click on Enterprises on the left-hand corner ...
Quick Tasks Q&A
Can I set these up for reoccurring tasks?
Not currently. This is set up to just quickly log an action that ...
Coaching Call Attempt SOP
Quarterly Coaching Call Attempt Process
Appointment Setting Attempts Steps:
1st Attempt – Scheduling Email template sent on the first working day of ...
Yelp Recommended Language and Talkpaths
INSTEAD OF
WE RECOMMEND
“When you’ve had a successful relationship with a client, email or text them asking for a review of your ...