 |
Assessment for current processes
|
|
Initial client survey |
|
Identification of client activity
and challenges |
|
Strategy for client approach in
person(s) |
|
Overview on new calling techniques /
approaches |
|
Overview on how to set up a first
appointment |
|
Instruction and example of
calling approaches (On-site) |
|
Written material for follow-up
|
|
30-day follow-up
on clients
to assess results |
|
Client call day, dual listening/test
(On-site) |
|
Summary on results/assessment on
future maintenance |
|
Maintenance
contract (optional) |
