What is the TAT for an Account Manager’s first “welcome” call, and what details must be verified with the client?

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