AM Work Instructions and Protocols
- Zimbra Email Signature Setup: Google Drive
- Goals Setting and Creation (SMART): Google Drive
- Account Management KPI and Scorecard: Google Drive
- Practice Optimization Invite Plan and Strategy: Google Drive
- Sending Invite and Adding POM in Zimbra Calendar: Google Drive
- Send POM Slides for Quality Check: Google Drive
- Send Meeting Reminders to Clients: Google Drive
- Send POM Slides and Minutes to Practice Attendees: Google Drive
- Log Practice Optimization Meetings in VTiger: Google Drive
- Update Decision Maker and Account Manager Assignment: Google Drive
- Client Reassignments and Endorsement Protocols: Google Drive
- Log Email Phone Call Concerns in VTiger: Google Drive
- VTiger Log Ancillary Services (Inside Sales): Google Drive
- Testimonial Process: Google Drive
- New Client Hand Off Process: Google Drive
- Escalation process: Google Drive
- Monthly Tell me about your clients: Google Drive
- Client Exit Survey SOP: Google Drive
- Client Satisfaction Survey SOP: Google Drive
- Leave Requests Protocols: Google Drive