procedure
Customer Relationships
Run this process every time you want to take employees through customer relationships subject...
3 steps 1 fields
Sales customersucess
Follow-up Procedures
Run this process everytime you want to give a basic structure for a "Follow-up Procedures" Subject to employees
5 steps
Process steps
1
Send a note to say thank you
5 days from previous step
*insert template*
2
Check in
5 days from previous step
*insert template*
3
Keep the lines of communication open
5 days from previous step
*insert template*
4
Think second sale
5 days from previous step
*insert template*
5
Ask for referrals
5 days from previous step
*insert template*
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