client check in call
Details
Client Item ID (Monday)
*
Client
*
VA Item ID (Monday)
*
VA
*
AM
*
Select Account Manager
Laura Dan
Nyssa Prizeman
Time Since Handover
*
Call Type (check all that apply):
*
General Check In
Support Call
Retention
Additional Tasks
Testimonial
Upsell
Feedback
Client Feedback on their VA
*
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
Email
This field is for validation purposes and should be left unchanged.
