Closed S4E2 · Brenda Powell · the toolkit
The follow-up tracker
Every new client gets three calls. Ask how the policy is going, and whether it still fits.
| Client initials | Start date | 30 day | 60 day | 90 day |
|---|---|---|---|---|
| Called / Note | Called / Note | Called / Note | ||
| Called / Note | Called / Note | Called / Note | ||
| Called / Note | Called / Note | Called / Note | ||
| Called / Note | Called / Note | Called / Note | ||
| Called / Note | Called / Note | Called / Note | ||
| Called / Note | Called / Note | Called / Note | ||
| Called / Note | Called / Note | Called / Note | ||
| Called / Note | Called / Note | Called / Note | ||
| Called / Note | Called / Note | Called / Note | ||
| Called / Note | Called / Note | Called / Note | ||
| Called / Note | Called / Note | Called / Note | ||
| Called / Note | Called / Note | Called / Note |
Calls returned the same day this week: ____ · Follow-up calls made: ____ · Clients who needed a change: ____
“I want you to know I wasn’t gonna let this day go by without giving you a call.” Brenda Powell
Closed! with Justin Jacobs · a Health Plan Markets show