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- Spoke with CS Team Trainer Ellen to determine CS/AM team training needs.
- Ellen provided current intake call course/materials - we can use.
- Create project for intake call training.
- Review current documentation of intake call training resources.
- Pull any up-to-date information from intake call scripts/materials to use on new documentation.
- Create format for intake call training documentation.
- Migrate content that was pulled from previous documentation.
- Have relevant team members review documentation.
- Update doc based on feedback.
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