Topics started by denver_kirkpatrick
The CTA's are great, but is there a way to create a daily checklist of tasks that would be due that day from the underlying playbooks in the CTA's. Just to give the CSM a guide of what needs to be done today. this would be especially helpful when you have CTA's with multiple due dates within them. Thoughts?
Question for the community. When do you feel ok with closing out a CTA when the client is non-responsive? Is there a set amount of attempts? Also, what is the timeframe you put on on-boarding CTA's to be complete? 3 days, 4 days, 10 days?
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