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client_services:days_1-10 [2018/08/09 02:17]
crystalbatignani [Follow These Steps to Kickoff Services]
client_services:days_1-10 [2018/08/09 02:20]
crystalbatignani
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   * {{ :​client_services:​new_client_checklist_days_1-10_-_best_agent_business.pdf |New Client Checklist for Day 1-10}} - Download and follow instructions.   * {{ :​client_services:​new_client_checklist_days_1-10_-_best_agent_business.pdf |New Client Checklist for Day 1-10}} - Download and follow instructions.
 +
   * [[Logins]] - Send logins to your Key Assistant and cc' <​logins@bestagentbusiness.com>​.   * [[Logins]] - Send logins to your Key Assistant and cc' <​logins@bestagentbusiness.com>​.
   * [[Financials]] - Financial information we need and why.   * [[Financials]] - Financial information we need and why.
-  * {{ :​services:​marketing:​marketing_kick_off_checklist_-_editable_-_best_agent_business.pdf |Marketing Kickoff}} - If you will begin Marketing Services, please complete this document before your Marketing Kickoff Call and return to your Key Assistant. 
-  * [[services:​lead_management:​day_1-10_lead_management_actions|Lead Management Kickoff]] - If you will begin Lead Management Services, please review this page before your Lead Management Kickoff Call and send necessary information to your Key Assistant. 
-  * [[services:​calling:​calling_management|Calling Kickoff]] -  If you will begin Calling Services, please review this page before your Calling Kickoff Call and send necessary information to your Key Assistant. 
   * [[Communication]] - How to communicate with us.   * [[Communication]] - How to communicate with us.
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 +  * {{ :​services:​marketing:​marketing_kick_off_checklist_-_editable_-_best_agent_business.pdf |Marketing Kickoff}} - If you will begin Marketing services, please complete this document before your Marketing Kickoff Call and return to your Key Assistant.
 +  * [[services:​lead_management:​day_1-10_lead_management_actions|Lead Management Kickoff]] - If you will begin Lead Management services, please review this page before your Lead Management Kickoff Call and send necessary information to your Key Assistant.
 +  * [[services:​closing_management:​client_kickoff_-_closing_management|Closing Management]] - If you will begin Closing Management services, please review this page before your Lead Management Kickoff call and send necessary information to your Key Assistant.
 +  * [[services:​calling:​calling_management|Calling Kickoff]] -  If you will begin Calling services, please review this page before your Calling Kickoff Call and send necessary information to your Key Assistant.
  
 What happens next? Follow me to [[client_services:​day_10-30|Day 10-30]]! What happens next? Follow me to [[client_services:​day_10-30|Day 10-30]]!
  • client_services/days_1-10.txt
  • Last modified: 2019/09/05 01:10
  • by edwin