sales > customer switch + sell

  1. Get their email address asap so we can begin tracking in Streak.

Email Confirmation is Received.

Monday - General Theme

Tuesday - Take One As Needed

Wednesday - General Theme

Thursday - General Theme

Friday - General Theme

Saturday - Weekday All-Stars

Sunday - Rest and Reflect

  • Refer to the client tracker to see which clients checked in all 5 weekdays (Mon-Fri)

  • Pull one of their photos from their check-ins.

  • Replace photos and names and reformat a new copy of the template in Canva.

  • Schedule for Saturday’s check-in post.