Do you perform client follow ups?
Rules to Better Daily Office Operations|1b57ea10-128d-4cdd-bdb3-c1658f7996ad
v3.0
Posted at
16/07/2019 2:32 PM by
Matthew Sampias
Rule Intro
You should have every day a list of follow ups if using the FollowUpThen service. Perform follow up calls and emails as necessary in the following priority order:
- Existing Clients
- Prospects, leads, or new business
- Internal affairs
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Do you feel this rule needs an update?
