This report shows all of the clients who have closed their accounts in the past two weeks that Engagement has yet to place a call to.
Step 1: Accessing the Closed Accounts Report
0:18 - Open Google Apps and click on QuickSight.
0:31 - Log in with your Google account and access the dashboard.
1:11 - Locate the "Closed Billed Users" report for the past two weeks.
Step 2: Understanding the Closed Accounts Report
1:35 - Understand how the report works: A Closed call removes an account from the list; adding a tag "ET - No Call Req" also removes it.
2:04 - Use the "no call required" tag for cases where a recent interaction occurred or for clients in countries with time constraints.
Step 3: Analyzing Account Details
2:21 - Consider factors like time zone, number of properties, and days open if needing to Prioritize who to call first.
2:42 - Prioritize calls based on factors like the number of properties and the duration the account has been open.
Step 4: Making the Closure Call
3:03 - The purpose of the call is to provide a positive last experience and gather feedback if the client choose to share.
3:24 - Addressing clients who mention issues like no mobile app, ensuring accurate information is conveyed.
Step 5: Understanding Report Visuals
3:48 - Learn the color codes: Represent the rep who last called or spoke to the client.
4:07 - Color accounts you plan to call to avoid duplication; refresh the report to update information.
Step 6: Tagging Accounts for Calls
4:30 - Open the sales account and manage tags.
4:57 - Add an "ET" tag with your initials to identify you as actively working on that client. Refresh the report after tagging.
Step 7: Preparing for Multiple Calls
5:17 - Pre-tag a set number of accounts before making calls to streamline the process.
5:46 - Understand team color assignments for efficient collaboration.
Step 8: Closing Accounts and Maintaining Accuracy
6:09 - Aim to leave only today's closures at the end of the day.
6:25 - Wait a couple of days before calling newly closed accounts to avoid overwhelming clients.
Here is how Pam Processes her closed calls as well: