Leverage Your Time With The ‘STS-checkin process’

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Step 1. Set Up Client Check-in Board

• Automatically moves clients to "Needing Setup" column when they sign up
• Move clients to a specific day and click "Update" to allocate check-in time

Step 2. Automate Follow-up Process

• Sends email reminder to client the day before allocated check-in time
• Sends text reminder with link to check-in form 8 hours later
• Moves client to "Incomplete" if they haven't checked in by deadline
• Sends additional email and text follow-up to incomplete clients

Step 3. Review Client Check-ins

• Check clients who are red, amber, and green
• Provide feedback to clients based on their color code

Step 4. Follow up with Incomplete Clients

• Drop a voice note to clients who still haven't checked in
• Encourages clients to check in and allows for higher level of service

Step 5. Update Client Check-in Status

• Move clients back to their original day after check-in is complete
• View all check-in answers in one place by clicking into notes

Step 6. Leverage Time and Scale Client Numbers

• Automates admin tasks, allowing for more time to deliver feedback and scale client numbers