What is the TAT for an Account Manager’s first “welcome” call, and what details must be verified with the client?
⚡Quick answer -
- TAT: Place the welcome call within 4 hours of receiving the Service-Activation card in CRM.
- During the call, confirm every customer detail listed on the card:
– Business name
– Primary contact person
– Email address
– IVR/Call-flow requirements
– Selected plan and add-ons
– Any other notes entered by the Sales team