✔ prepare lead protocol- how to follow up lead- look in Chelsea's email- send to sarah
Completed by whitney.zelig@gmail.com
- Assigned to
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whitney.zelig@gmail.com
Comments & Events
whitney.zelig@gmail.com
after the audit- need to get google number before hand
whitney.zelig@gmail.com
Sarah's call rail is not set up or it's very low. I need to audit her this week.
whitney.zelig@gmail.com
The following protocol has worked well for other providers:
Lead comes in during day:
- Call lead back in under 10 minutes
- If no answer send a text to schedule an appointment or set time for call to answer question
- Call lead again between 5:30 - 7 before you leave office
- Call lead on 2nd business day early in the morning
- Call lead on 3rd business day in the evening. If no answer send a final text.
Lead comes in during the weekend or after hours:
- Call back within 30 minutes of opening office
- If no answer send a text to schedule an appointment or set time for call to answer question
- Call lead again between 5:30 - 7 before you leave office
- Call lead on 2nd business day early in the morning
- Call lead on 3rd business day in the evening. If no answer send a final text.
Chris Zelig completed this to-do.