Best Practices by Role

General Best Practices

• What makes a high-quality provider and why
• Prospecting with Market Insights
• Bulk Assigning Referral Sources from Market Insight

Administrator Best Practices

• Admin Guide: Checklist
• Sales Rep and Manager Core Competencies
• Integration: Intake Best Practice

Marketer Best Practices

• Crafting your Book of Business
• Best Practices for Setting Up a Recurring Activity Series
• Reasons to Schedule Recurring Activities
• Activities Tips & Tricks - Video