🔑 Log into these at the start of your shift
Your job is client success. It has two parts:
🟢 Sales & Solutions
Get new/returning people to the right answer
Haven’t paid, or paid over 3 months ago
Moe - New / Returning Lead Pipeline + GHL Inbox
Moe - New / Returning Lead Pipeline + GHL Inbox
✅ Decision within 48 hours
🔵 Care & Retention
Guide current clients to success
Check-ins + Refills
Moe - Active Client Pipeline + GHL Inbox + HealthAide
Moe - Active Client Pipeline + GHL Inbox + HealthAide
✅ Settled within 24 hours
