Embedded Files
Exercise Physiologist
Follow the link for a tutorial on how to fill out Expectation Dashboard
Expectation is to complete at the end of this week
After dashboard you should have follow up actions (eg. check in with no future clients, nurture new clients)
See video below or HERE
Admin
- Search "Dashboard" in web browser click "*name* Admin Expectation Dashboard"
- Dashboard should be open throughout each day as we receive multiple enquiries/new clients each day
Enquiry Conversation Sheet
Enquiry Conversation Sheet
Data should be entered for every phone and in person enquiry
While not tracked, please keep in mind that email, website, social media and other enquiries should be converted to phone enquiries (which could then be tracked also)
Enter data in appropriate columns
CEI enquiry target is >90% enquiries converted
New Client Information
1._enter data upon initial consult
1._enter data upon initial consult
Enter all fields
All data should be available from new client contact form
If you miss anything you can enquire at end of client's initial consult
2. Tick off initial consultation experience
2. Tick off initial consultation experience
Aim for 5/5 ticks per each client to keep us accountable to new client experience #STANDARD
3. Track and implement data
3. Track and implement data
We can use this data to amplify our impact!
Learn about our impact of marketing/referrer networking
send gifts to our top referrers (or new referrers!)
Understand our client population better to better serve them
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