Terms
A client who does not show for a meeting
What is a no show?
When there has been no contact with client for certain period of time
What is "no contact last 35 days"?
Percentage goal for communication board
What is 90%
Email for monthly udpates
What is "Success AI Update"?
Katie's favorite family
Who is the Royal Family?
A client who does not respond to your contact attempts
What is "Lost in Space"?
7 days after a client no shows you, this will appear
What is "no show" automation?
Ways to clear communication
What is meeting cadence and email updates?
Weekly Email Updates
What is "7 Day Quick Touch Point"?
Katie's favorite musical
What is Wicked?
AT view for FSM logged contacts
What is the communication board?
Way to clear communication requirement
What is- get client to show for a call or send email update depending on communication cadence?
Location of email update helper in AT
What is AI prompts interface?
Email for locations in good/ average
What is "optimal/ high performing accounts"?
What is read the Bridgerton series and watch all The Kardashians seasons?
AT view for email assistance
What is "AI Prompts" interface?
Way to see no meeting last 35 days or 7 days post no show
What is FSM incomplete task view?
Site to fluff up your email updates
What is ChatGPT?
Email for accounts in bad/ critical
What is "underperforming accounts"?
Katie's Favorite Princess
Who is Belle?
A Taylor Swift fan
What is "Swiftie"?
For an automation to clear you must check
What is "status work complete" and "9 point checklist complete"?
The dream that keeps on dreaming
What is the email tool?
Email for those who are lost in space
What is "LIS clients"?
Logan's Christmas gift that took 4 months to complete
What is a quilt?