Fishworx Training Reminders and Feedback

1. Fishworx TrainingReminders and Feedback

2. Daily Use of Fishworx • Website enquiries to be zero • Not Contacted to be zero • Messages to be zero • Reminders to be zero • Make sure any email from a client is added to FW or if on already is updated • Make sure any phone in or walk in is added to FW or if on already is updated

3. Website EnquiriesCalled first thing in the morning and appropriate info sent and reminder set

4. Click on red square to get enquiry info

5. Call client and insert notes – leave as no call type and not contacted

6. Final stepsAssign notes – Assign call type – Assign reminder date – Change status to contacted - Not contacted will change at top will change

7. Not Contacted Clients we could not reach the day before

8. Click on Not Contacted - call client complete all the regular info – call type – reminder – notes – change to contacted and click update

9. Do the same with next enquiry and make sure zero at the close of day if possible, if not call next day and always make sure your clients are all called and changed to “contacted” with a reminder set

10. Client emails in

11. Search FW – Click on feedback – paste clients email in keywords, change to All staff – all call types – all statuses – click on calendar and search for a couple years back – click find (calendar only defaults to 2 weeks back)

12. Client info comes up and you can see where they came enquiry came from and all correspondence

13. Add all relevant info and click update

15. All Walk in’s or Call in’s Add name/ email/ telephone number – Set reminder – complete notes – click on add

16. Doing Bulk moves on Feedback

18. Click on All – Change status to Contacted or Done – Click on goYou can also click on pages on the bottom if you would like to skip ahead or back for any reason

19. Calling up all Clients and checking on details/Finding lost remindersClick all assigned – all call types and all statuses – click on calendar and back date to required date – click find

23. Thank You