04 Communication & Follow-up Best Practices

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04 Communication & Follow-up Best Practices

This document contains best practices for how to keep track of prospects and customers, recommended methods and timeframes for follow-up, and finally some key documents that can be used for follow-up. If you have suggestions for these best practices, please contact PC Christopher.

Icon of 04b - Customer Information Sheet
  04b - Customer Information Sheet (248.7 KiB) - The Fortune is in the Follow-up. Use one of these for each of your customers to keep track of all the key information related to the customer and keep track of your follow-up. REVISED March 22, 2016
Icon of 04k - Letter To Inactive Customer
  04k - Letter To Inactive Customer (23.5 KiB) - We all have customers who have wandered away from their Plexus journey. This template letter is for you to customize to your own personal style and send to inactive customers and encourage them to give Plexus another try. REVISED July 27, 2017