Name:
EMAIL Check your email Inbox and Spam folder. PHONE Please check the PHONE folder for messages & voicemail. REMINDER CALLS (Mon/Wed/Fri) Check calendar and call people who have upcoming appointments. HIGH PRIORITY Make calls to "FC - Call" list with "Call priority level" set to 1-High for today's date or older. RESCHEDULE Check notes for everyone on "FC - Reschedule" list & call if needed. If no call is needed, move Opportunity to next call date. TASKS Complete all Tasks on Dashboard (Today/Past Due). NEW CLIENT FOLLOW-UP Check your "NC Follow Up" box and make needed calls. Send Tasks to Brenda with feedback. WAITING LIST Call people from "Waiting List/reserved" spots or those who are already scheduled and see if they want to move up. MAX CALL Make calls to "FC - Call" list 2-Normal priority (make all calls today's date and older.) HIGH PRIORITY Check "FC - Call" list with "Call priority level" set to 1-High one more time to see if there are any new people added to the list who need a return call today TASKS Refresh Tasks to see if there are any new ones for today. EMAIL & PHONE Check your email Inbox & Spam and PHONE folders one more time. Please handle anything you know how to handle. FILL APPOINTMENTS If there are cancellations/available appointments, have all resources been exhausted today to try and fill these spots? Call/email/text People who are already scheduled--see if they want to move up Max/FC-Call list Waiting list Call/email/text High Priority prospects LIST Email daily list to Jenny & CC Tara with these tidbits included: Scheduled & Rescheduled BTS Max Calls Totals for Max Calls