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Talking Place Systems - Coggle Diagram
Talking Place Systems
New Clients
First contact? : P1
Website
Social Media
Cold Call
Email reply
Follow Up : P1
Refer to FAQ Website
Pre written email text
Phone
Scheduling
Initial Meeting
Ongoing Meetings
Cancelations
Rescheduling
Intake forms
Office Procedures
Financial
Quick Books (replacement?)
Billing
Current
Individual
Outside Company
Future
Streamilined/Automated
Accounts
Budgeting
Reporting
Marketing
Communications
Group Emails : P3
Reporting
Group Selection
Time Trigger
Appt reminders
Appt Follow Up
Day count from a data point
Date based
Newsletter at set time
Reference to new Web content
Relevant events
New Tool?
Mail Chimp
Zapier
Possible Automation from Jane
Feedback Loop : P5
Jane - Electronic Health Records
Documentation
Session Notes : P4
Possible to include in follow up messaging
Possible to copy previous details
Prewritten Text
Forms : P2
Billing
Other Forms?
Online
Boost SEO
Website content
Social Media
Coaching Manual
Staff Training
Presentations
Lawyer
Review Process
Review Forms