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** Reporting and list Management from Kura - Our Current Barrier **
2- Dashboards for clients, TPAs, (participants?) …what is the plan/process/outline for these dashboards and what is our timeline for ready?
** -What do we want on dashboard **
3- Awareness-A: Are we still pending a conversation with Autopilot to address any questions or needs we have with the service and explore potential whitepaper opportunities and growth? ETA for conversation with AP?
** Conversation with Autopilot Great.. Partnership documents and journey support to follow **
4- Awareness-B: We need the welcome messaging content reviewed and returned from MCA to plug into journeys in order to begin adding lists.
** Amanda responds - expect reviewed content by end of week 5-22-15 **
5- Awareness-C: 15 day delayed messages need to be scripted ASAP… and the “MedCall Monthly” needs to be organized into a production schedule as any regular newsletter. Who do we hire to write the articles, research the monthly topics, current telemed events, existing customer experiences, etc?
** Key Points:
-Always Available
-How to call
-Refer and Resolve
-Emergency & Non-emergency (not a replacement to your regular doctor)
-Free **
(email templates - personable, and consistent CTA)
6- Follow up testimonial:
** Post Event Survey: 4 basic questions about the quality of service and additional comments in the end which will be provided to MCA
-Post event Survey via email
-Post event call if email survey hasn't been provided in 4 day delay **
6- Integration documentation: Are we sure we have all latest final versions of all docs and materials?
** Create new Sales Doc project in Asana and hand over to Amanda **
7- Links and Communications: Are our links in order throughout our entire process, be it links on PDF documents, email templates, websites, etc? …Are all our communications in order (postings to asana, emails, etc) working flawlessly?
8- MCA/NewGen Messaging Coordinations: Need to make sure communications are seamless and that we are speaking the same language… not overstepping each other on various areas.
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