Home Page for Clients
This page is for client topics which often cut across a variety of other pages and teams. This is managed by Steve, CS TL, KAT TL.
Version: 08/19/12

Purpose of this Page:
A directory to all main information pertinent to Clients.

Main Client Pages
What else should be in this section? Feel free to add links to other wiki pages under other sections.

T.U.R.N.

Testimonials, Upgrades, Retention, and Networking of Teams

T.U.R.N. Documents

  • T.U.R.N. Teleseminar - Upgrades
    T.U.R.N. Teleseminar - Upgrades.pdf
    T.U.R.N. Teleseminar - Upgrades.pdf
  • T.U.R.N. Teleseminar - Networking
    T.U.R.N. Teleseminar - Networking.pdf
    T.U.R.N. Teleseminar - Networking.pdf


Start-Up & Kickoff


Management


Client Usage


Team Specific Policies & Procedures

Key Assistants

  • Client Agendas - client by client agendas and custom work
  • Client Budget Policy - Steps for Key Assistants to follow on Accounting and Budgeting
  • Client Kickoff Team - Steps for Client Kickoff with Email Templates in Chronological Order
  • Client Management - Client Management with focus on KA and CS
  • Client Usage - overview of Team Roles (Client Services, Key Assistants, Accounting adn Steve) in handling slow usage, regular usage, too much usage and action items to take to achieve goals
  • Key Assistant Trainee - Emails - Weekly Calls, Missed Client Calls, Request Testimonials

Client Services


Calling

Generic Client Calling Agenda

Listings

Client Kickoff- Listing Management

Accounting

Instructions- Client Upgrade or Downgrade

Marketing

Client Marketing Plans
Marketing Group - KO Call Procedures - Client assigned MA before KO call
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Communication Templates

Accounting
Calling

Key Assistants

Marketing

Listings

Craigslist

Steve

General