Outreach Schedule
To ensure compliance and successful fulfillment, a weekly effort should be made to reach out to clients who have not responded to the outreach.
For new clients: A weekly check-up of the Client Outreach column on the DSB Product Additions: Directory Management & Reputation Management board is sufficient for DSB fulfillment.
A weekly scan through the Client Outreach - Yext spreadsheetshould be completed for stagnating clients.
Timestamping your attemptsYour Attempts for DSB Clients
While we cannot force clients to click on the links we provide, we can keep a meticulous record of our attempts. The following simple steps will show you how to keep track of your outreach attempts:
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Trello automatically stamps the date and time of an activity on the card. Anyone who opens up the card will see when the last activity occurred.
Next step: Attempt Outcomes