02 / Appointment-setting teams

THE APPOINTMENT WAS BOOKED. YOU STILL NEED THE NEXT CALL.

Laura follows up around booked appointments, missed next steps, and customers who need another direct call.

THE HANDOFF

THE LAST STEP STILL NEEDS AN OWNER.

A booked appointment is a handoff. When nobody owns the follow-up, the customer and the team are both left guessing.

WHAT LAURA OWNS

01
Confirm the handoff
Laura calls so the customer knows what the next step is.
02
Follow the miss
When the next step is missed, Laura makes the follow-up visible instead of letting it disappear.
03
Report the status
Your team receives a written view of completed calls, open issues, and next follow-ups.

THE WEEKLY VIEW