Page 67 - Client Coordinator
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17. For those clients receiving a Reactivation Call and letter document that the call and
letter is sent at this time by creating a follow up and posting to the history. The
subject line should be "Reactivating Call & Letter"
18. This report is generated on Monday. After Wellness calls have been made,
Reactivation calls should be made. WE DO NOT MAKE REACTIVATION CALLS OR
SEND OUT REACTIVATION LETTERS UNTIL THE ACCOUNT HAS HIT 18 MONTHS. Once
a client has been called and offered the incentive to return, please document it in
the follow up notes in AVImark.
19. The next step is to make a reactivation call and send out reactivation letter after
they hit the 18-month list following the other procedure.
20. The Reactivation Call list is not separate from the Reactivation Letter list, however
you will need to print out 2 of these lists to make reactivation calls on one list and
send out reactivation letters on the other list. Depending on how many you have
on the list for a given date this process could take 2 to 8 hours of work.
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