Track 5A: Post Application - Monitoring Client Activities

By facilitating the handoff to Accreditation Operations, you have successfully guided your customer through the sales cycle. Continue to monitor their progress as they undergo their Accreditation Survey.    LEARNING OBJECTIVES✅ 1) Track customer’s progression through their Accreditation Survey by maintaining contact with Operations Team   TOOLS️ 1) Opportunity Handbook   TRAINING ACTIVITIES 1) Lookup the Project (PRJ) in Salesforce, Identify who the Application Scheduling Account Representative (ASAR) is in the project in Salesforce 2) Conduct a mock up ASAR (operations partner) call with your buddy to discuss any pertinent insights and communication plans