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Scheduling a Follow-up Call with Clients Prior to X-Date

Typical Problems

  1. People are forgetting to schedule follow-up calls before x-date
  2. The X-dates are not being captured or entered in the system so it never gets scheduled
  3. People are not getting reminders before the x-date

How Blitz Makes This Better

Blitz allows scheduling a follow-up call prior to x-date without manual activity. Blitz enables:

  1. Automatic scheduling of calls before x-date or contact dates
  2. Automatic email reminders before the x-date or contact date
  3. If a scheduled call is missed, it will show as a neglected contact/lead within Blitz
  4. Blitz automatically updates the x-date or contact date when it passes so that future x-date calls are not missed

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