Proactive efforts to reach out to members before it's time to renew can be some of the most effective activities you'll do all year, and WebLink's Project Templates can create a template so that you never forget to make the effort.
Project Templates automate several aspects of a successful effort:
- Creating due dates and timelines
- Auto-assigning tasks to all the right staff members
- Tracking time spent on each activity
- Logging the efforts under a Profile's record
Click below to download our Best Practices in Using Project Templates to Manage Sales and Retention