FIRST AID- 3 years CPR - 1 year
This is a procedure on how we process Annual Reminders for Sales
Every month we generate from Truss/Vasto the list of onsite client for 2 months ahead, and we email them to remind them of renewing their certificates. We offer them promotions and other deals to get them sign up again with us. Here is a step by step procedure on how we do this:
- Every last week of the month - go to 'Truss' Archived Classes' and track the date to be generated
- Manually get the names list of the onsites and track
- Get all important details from " employer' in Truss
- Pre - fill the booking form and attach the class list/s then send to the client
Assigning the task to send ANNUAL REMINDERS.
- Get company names from excel sheet created by Carlo
- Get all important details from " employer' in Truss
- Put employer details in Booking Form then "save"
- Download student list from Truss who needs to do PFA and CPR for the month then "save"
- Go to Hubspot create contacts and companies if necessary.
- Attached booking form and student list of the employer that needs to send an annual reminder for the month.
- Create annual reminder task, tag Pamela as the owner.