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Tammy:  Go To Meeting Use on Team email follow up

Create Huddle

Communicate w/Team potential cancel spreadsheet

Reinforce Tardies and approval for OT during lunch

Discuss importance of timely work (Amends Completed) .. Terrizzi's all over this one!

Touchpoint success rates: see Charts

Dashboard Issue, not being able to manage my website - work around review

QA
Outbound - Call Recording

WSI - Skipping questions correlates to unhappy clients; questionnaire is the foundation of everything; we have to ask the questions and be the expert and give recommendations.  We can't miss discussions on pages / big profit centers.

Template - Using Go To Meeting

"What Services would you like to focus on for pages? I suggest we lay them out from your best money maker to least requested services. If you have a service you would like to increase business we should put that as one of the first pages.

NATWE verification

7/19-7/23 training on "At Risk Clients"

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Done File

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All, please be sure these FIR’s get resolved and sent back.

Social WIP

Social Proofing
Affordable Construction LLC | YC00961646 | Jada Cairy
2nd reminder sent via Skype not done at 2:30 pm

Addair Thurston Chtd | YC00947877 | Charlie Anderson (Aging Waiting Website Live) + Set live call out for website in amends. 2nd request sent at 2:30 pm since not done...via Skype...think the fulfillment status needs updated

SLP
Studio 1010 | YC00967855 | Tyler Krob...2nd attempt, sent task to get this published.

Website WIP

Set Live Call Due
Midtown Tavern Sports Bar & Grill | YC00954265 | Colin Cook (Day 4) - was due 7/6 and not closed or worked since 7/3 - needs published.  Still not done as of 2:45 pm; giving Skype message to get this done asap.  Said will do it today...

Multiple Accounting Solutions, PA | YC00959218 | Emiliann Owens....Waiting for BYOD to get site live and start search build...advised to have queried to get sales involved to get BYOD.  FU at 3 pm, still not done, asked her to do it now.

Holz Tool Supply - TK ; Proof 3 day 4 - In customer amend proofing....looks like waiting on BYOD...no changes received.

GabeBuys Houses  - Charlie - Proof 4 day 4 - sent 2nd reminder to get this done, customer notes from 7/6 that he wants to go live on Monday...Charlie promised to do that.

Aged Touchpoints

Land Of Lakes Orthotics & Prosthetics Inc | Charlie Anderson - still not done at 3 pm; sending Skype message

UCI Utility Consultants Inc | Charlie Anderson - going to call out on at 3 pm...

7/9
Grin N Goose | Emiliann Owens - check after 3 pm; she said would be done this afternoon, best time to reach client is 2-4 or after 5 pm