Timelines & Deadlines • Reach out to transferring employee within 2 hours of receiving referral • Be patient, continue to follow up until you make contact • Help customer understand steps to purchase and time it will take
• Establish communication expectation type and frequency • Keep notes and follow up with Relocation Department
Intro\follow up email
Contact Customer
Submit 2 Week Activity Report
Within 24 hours
Same Day
14 days from placement
Monthly
Submit Initial Contact Report
Scheduled Updates
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