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3 Month Check in, Action if required, Action if required, Compliment /…
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- Training / Implementation or Services Requirement?
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- Technical Support Requirement?
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- Training / Implementation or Services Requirement?
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- Technical Support Requirement?
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- Scheduled Report showing previous months New Business License Details
- Complete Client Detail Form
- Call Contact Related to License/Product
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- Send Customer Satisfaction Survey
- Attach Completed Survey to the License and Account
- Review Customer Satisfaction Survey
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- Send Customer Satisfaction Survey
- Attach Completed Survey to the License and Account
- Review Customer Satisfaction Survey
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- Complete Client Detail Form
- Call Contact Related to License/Product