If from FaceBook Chatter create a private ticket and subscribe Jill H. Wait 2 weeks then contact them about a review. Assign to rep to contact the customer and have the template added as a private note to the ticket.
- Look at best practice report.
- Run billing pre-check report.
- Check credit card processor/offer GZP (check HubSpot to see if anyone is working with them)
- Check website. SCMS, GZCMS, third-party
- SPF record
- CM Facebook group
- Customer’s Facebook page.
- Google and Facebook search ED/Pres/CEO, most common user, etc.
- V4 and turn off lodging.
- Any staff training needed?
Email Verbiage
My name is (name) and I am a part of the ChamberMaster/MemberZone Support Team. The reason for my email is to let you know that your account has been chosen for a database review. We proactively like to reach out to our customers and talk about the highs, the lows, and things in between to see what we can do to help maintain the highs and elevate the lows. This can often lead to some basic training sessions with your team, at no cost, to streamline existing tasks, maybe implement some new tasks, and help get more done with the same hours worked.
At this time, I was looking to find a time that works well for you for the two of us to connect by phone or I would prefer a Teams Meeting. You can set the time that works for you, and even cap the amount of time you would like to connect. I can adjust my review to fit your needs and your timeline.
Tags:
FaceBook = FB Followup
Retention = Retention
Proactive outreach = Proactive Outreach