Get Set Up: End of First Meeting
Remind new clients that they will receive a survey from SCORE.
Mentor and client agree on next meeting date and time.
Sometimes clients are not ready for a next meeting yet and ask to defer and reach out when they are ready
+ Scheduling System
Remind new clients that they will receive a survey from SCORE.
Mentor and client agree on next meeting date and time and mentor enters it in a scheduling system. Client will receive an email from the system as well as a Google calendar invitation for the meeting.
Sometimes clients are not ready for a next meeting yet and ask to defer and reach out when they are ready
+ CRM + Proactive Scheduling
Remind new clients that they will receive a survey from SCORE.
Mentor and client agree on next meeting date and time and mentor enters it in a scheduling system. Client will receive an email from the system as well as a Google calendar invitation for the meeting.
Sometimes clients are not ready for a next meeting yet and ask to defer and reach out when they are ready
Mentor enters shorthand notes, including next meeting data and action items, in Basic Client Tracking Spreadsheet