Get Set Up: Follow-up for clients with less than 3 meetings who have not scheduled a future meeting
Engage does not provide tools to support mentors in this area. Mentor needs to build own process.
+ Scheduling System
Mentor develops own process or clients fall through the cracks
+ CRM + Proactive Scheduling
Mentor periodically checks Basic Client Tracking Spreadsheet for clients who have had three or fewer meetings and have not yet scheduled their next meeting and reaches out to them to schedule or close out their case