:Variation A

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