calls and outbound follow-ups to maintain customer engagement. - Book services and schedule appointments using ServiceTitan...-ups on slow days. - Background or experience within the trades/home services sector. - Strong note-taking...
-ups and accurate documentation. - Identify the reason for delinquency and offer appropriate payment solutions...
tasks. - Coordinate timelines, deliverables, and follow-ups for key operational initiatives. Process Improvement...
packages. - Send concise, professional status updates to stakeholders. - Ensure timely follow-ups with project managers...
sources 2. Lifecycle Nurturing & Campaign Automation - Create automated sequences for new inquiries, follow-ups...
, and clients to ensure cases progress efficiently. - Maintain accurate documentation, updates, and follow-ups within case...
software, database exports, and configuring the systems and applications Test fixes and perform post-resolution follow-ups...
, messages, and action items;flag urgent matters and ensure timely follow-ups. - Prepare agendas, briefing notes, presentations... teams for follow-ups and documentation. OR HR Support (Admin Level) - Assist with HR documentation, onboarding...
scheduling, appointment coordination, prescription management, and follow-ups - Address patient concerns with personalized... across the care journey ensuring continuity of care - Send appointment reminders, follow-ups, and medication/treatment adherence...
's CRM system. Track interactions, follow-ups, and the progression of leads through the sales funnel. - Collaboration...