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Reading Follow Ups, Once cycle complete, go to website, Appointments. Mark…
Reading Follow Ups
SHOWED UP?
No OR Late, Reschedule
Send Follow Up: Please Reschedule.
Did they order Recording?
No.
Send email "Missed appt. NO recording"
Yes
Send Email: "Missed Appt. YES recording"
Yes
did NOT preorder recording
Send Follow Up Email
Have they had C101? Check Agile tags.
No? Send, "NO recording + Hello to C101
Yes? Send, "NO recording + No hello to C101
Pre-Ordered Recording
Download from Maestro
Edit in Audacity
Send via WeTransfer
Send Follow Up Email from Agile CRM.
Have they had C101? Check Agile tags.
Yes? Send "Sent recording + no hello to C101
No? Send, "Sent recording + Hello C101"
Once cycle complete, go to website, Appointments. Mark as "Follow Up Sent"