client check in call
Details
AM
*
Lucy Williams
Laura Dan
Emma Kennedy
Client
*
VA
*
Time Since Handover
*
Call Type (check all that apply):
*
Communication
Additional Tasks
Building the Team
Retention
Testimonial
Feedback
Client Feedback on their VA
*
Recommendations Given by AM
*
Actions from Here (and by who)
*
Other Notes
*
Date and Time of Next Client Call
*
Is this the first check in call?
*
Yes
No
Can salesperson ask for referral?
Yes
No
Comments
This field is for validation purposes and should be left unchanged.
