Client Management
Client Management
Embedded Files
Client Management - Check In Calls + Emails
Client Management - Check In Calls + Emails
Locating client information (Go High Level) - search function tutorial:
https://www.berrycast.com/conversations/ee8b27e2-79f8-50df-a411-5a3b01db2b46
Hours tracking (Harvest)
Teamwork VA check-in before calling the client
Outline the past 3 months of support and any changes the VA forecasts
Rate increase if not on current rates
Rates Increases / Plan Changes
Rates Increases / Plan Changes
Assess their rate compared to current rates - find a middle ground with a "loyalty discount" as a % compared to the current rate.
Feedback / Testimonial Requests
Feedback / Testimonial Requests
Check in with VA as to how things have been going first
Snippet template in Go High Level
Google Sites
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