Client Check In Call FORM "*" indicates required fields DetailsCSM*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)FeedbackClient Feedback on their VA*Recommendations Given by CSM*Actions from Here (and by who)*Other Notes*Date and Time of Next Client Call*Is this the first check in call?* Yes NoCan salesperson ask for referral? Yes NoEmailThis field is for validation purposes and should be left unchanged.
