Client Check In Call

Client Check In Call FORM

CSM*

Client*

CM*

Time Since Handover*

Call Type (check all that apply):*

Communication

Expanding the Role

Building the Team

Retention

Referral Ask (3 month ask)

Testimonial Ask (6 month ask)

Client Feedback on their VA*

Recommendations Given by CSM*

Actions from Here (and by who)*

Other Notes*

Date and Time of Next Client Call*