| Assigns Fly-Vye to the contact by tagging the client with "Fly-Vye" |
Calls the contact |
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Explains the reason for her call |
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Requests preferences/availability from the contact |
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Compares availability |
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Finds a slot that works for rescheduling |
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Fields any questions from the contact |
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Wraps up the call |
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Books the appointment in Breyden's calendar |
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Emails Breyden requesting confirmation of his availability for the reschedule slot and waits to receive |
| Confirms the appointment by accepting in email or calendar |
Once confirmed internally, texts the contact asking them to confirm |
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Creates a Google meet event |
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Sends the link to Breyden’s email |
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Updates the calendar event with the link |
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Emails the event and link to the contact |
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Saves the call as an audio file |
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Adds a link to the audio file and a full transcript of the call to the Notes section of the contact's profile in the database |
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Further updates the database with any other important info about the contact |
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Texts/Emails the contact the day before the appointment, an hour before the appointment, and while Breyden is “going online now" in Google Meet at start time |
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Reminds Breyden of the appointment as well |
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Updates stakeholder status based on meeting results/attendance |
| What a freeloader… |
Chooses next path (nurture, learning campaign, move to not interested, etc.) |