Front Desk Training
Date: 1.11.21
Time: 2pm (client ran late started at 2:15)
Attendees: Jo, WZ, vj
- trained on leads process (leads emailed and spreadsheet for notes)
-explained leadsheet and how to fill out form
-reviewed highlevel
- they currently text through Mind Body system (bowtie?)
-leads on sheet haven't reached their inbox according to Jo
-some service page leads were in junk. WZ showed her how to take them out of spam.
Time: 2pm (client ran late started at 2:15)
Attendees: Jo, WZ, vj
- trained on leads process (leads emailed and spreadsheet for notes)
-explained leadsheet and how to fill out form
-reviewed highlevel
- they currently text through Mind Body system (bowtie?)
-leads on sheet haven't reached their inbox according to Jo
-some service page leads were in junk. WZ showed her how to take them out of spam.