Client Services by Melanie Orvis https://padlet.com/melanieorvis/d9yjisnspqyu Just a general place we can ask questions, write ideas and communicate in prep for meetings en-us 2018-06-28 11:25:57 UTC 2026-01-26 18:59:14 UTC hello@padlet.com Dave's visit preparation August 1st melanie56 https://padlet.com/melanieorvis/d9yjisnspqyu/wish/369267997
  • Include Action points on the dashboard, potentially under the quarterly take up or on the panel down the side 

    • Please can we get notes added to the bottom right corner. Where we can add new notes and read existing ones

    • Can we please get the member savings in chronological order on automated reports?
    ]]>     2019-06-26 12:20:26 UTC https://padlet.com/melanieorvis/d9yjisnspqyu/wish/369267997     Renewal Copy Template :) https://padlet.com/melanieorvis/d9yjisnspqyu/wish/369401178 Hello All, 

    Following our team meeting on 26/06/19, please see below the renewal flyer BHTA sends to new members and those that renew membership. 
    Please give me a shout if you have any questions. 

    Steph ]]>     2019-06-27 08:24:36 UTC https://padlet.com/melanieorvis/d9yjisnspqyu/wish/369401178     Print Copy Template https://padlet.com/melanieorvis/d9yjisnspqyu/wish/370080427 Hello All 

    We tried something new for Voice and I thought I'd share the template with you.  

    Voice send out a print journal and have one page on Voice Rewards - the page below was what we sent over for the month of July. 

    P.S please check the social media restrictions doc to when selecting providers that would be happy to be featured. 

    Please give me a shout if you have any questions]]>     2019-07-03 11:32:02 UTC https://padlet.com/melanieorvis/d9yjisnspqyu/wish/370080427     PG Mutual - New Clients melanie56 https://padlet.com/melanieorvis/d9yjisnspqyu/wish/370102388 Q2 Reviews to approach the following clients in line with our KPI:  
    • Increase market share across client bank with PG Mutual offering per account executive 
      • Identify potential new clients 
      • Get 2 clients to go live 
    • NFSP
    • Spotlight
    • NCT
    • USDAW
    • CIMA
    • IOH
    • IoPhysics
    • BCA
    • ACB
    • BIGGA

    If you have any questions about how to get clients live with PG Mutual, please don't hesitate to ask. 

    All clients who say yest to offering it, please be sure to follow the compliance procedure. The approved email can be found here: 

    F:\2 Providers\PG Mutual\Compliance going live sign off 

    ]]>     2019-07-03 15:12:17 UTC https://padlet.com/melanieorvis/d9yjisnspqyu/wish/370102388     New contract renewal remuneration https://padlet.com/melanieorvis/d9yjisnspqyu/wish/370315684 Live as of 01/07. TS to send framework]]> 2019-07-05 13:49:59 UTC https://padlet.com/melanieorvis/d9yjisnspqyu/wish/370315684 Team Development https://padlet.com/melanieorvis/d9yjisnspqyu/wish/371318665 TS to organise team lunch]]> 2019-07-16 13:57:26 UTC https://padlet.com/melanieorvis/d9yjisnspqyu/wish/371318665 Performance Standards https://padlet.com/melanieorvis/d9yjisnspqyu/wish/371318748 2019-07-16 13:58:22 UTC https://padlet.com/melanieorvis/d9yjisnspqyu/wish/371318748 Setting up webinar tasks melanie56 https://padlet.com/melanieorvis/d9yjisnspqyu/wish/371581895 Please include the task list the task a link to the document can be found here:

     F:\4 Marketing\Affinity 8 Marketing\Webinars ]]>     2019-07-18 13:56:12 UTC https://padlet.com/melanieorvis/d9yjisnspqyu/wish/371581895