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ANIMARE VA ROLE (QUALIFYING CALL / EMAIL (18-25, ADULT, ADHD / EFD),…
ANIMARE VA ROLE
QUALIFYING CALL / EMAIL
18-25
ADULT
ADHD / EFD
UPDATE
UPDATE CLIENT ROSTER
COACH ACCOUNTABLE: INPUT CLIENT INFO
SET UP WKLY COACHING SESSIONS
SET UP REMINDERS
SET UP GOOGLE DRIVE CLIENT COCKPIT
UPDATE
WEEKLY
CLIENT ROSTER (GD)
ICAL - CONFIRM UP-COMING APPT'S
MONTHLY
MONTHLY BILLING (GD)
COACH ACCOUNTABLE
SEND 'CAOF' / BROCHURE
'CAOF' DOC
BROCHURE
RE-SCHEDULE / CANCEL CALLS
CHECK CHRYSALIS VM FOR CALLS
RESPOND TO REQUESTS W/I 24HRS
SEND CCIF
ARRANGE DISCOVERY SESSION
ARRANGE INTAKE SESSION
SEND WELCOME PKG
EDGE INTERVIEW
PROSPECTIVE CLIENT
DISCOVERY SESSION
INTAKE SESSION
REGULAR COACHING
COMMUNICATION
SUPPORTING DOCS
UPDATE TOOLS