Your welcome call Quiz

Your welcome call

Let's refresh over some of the hints & tips to prepare you for your welcome call

start

question 1

Why is it important to reach out to our new clients with a welcome call?

To invite them along to the Dog & Bone

To introduce yourself as their Moneypenny PA, learn about their business, their team and how they like to work. Introduce your team and give the client an opportunity to ask any questions.

40/100

Correct!

The welcome call allows you to build the foundations of a great relationship with the client. Keep in touch with them regularly, and don't forget to find out those important dates which we can celebrate with them!

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40/100

question 2

When it comes to preparing for your welcome call, how can you learn more about your new client?

Text the client directly!

Explore the client's website

20/100

Correct!

Yes! You will find so much great content on there - nuggets of information you can talk about. Let the client know you've done your research, they will be super impressed.

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20/100

question 3

Who will provide a handover to you after they have set up the account?

The client

Client Onboarding Managers (COMs)

60/100

Correct!

Yes, as soon as you've received the 'Congratulations! You're getting a new client' email, you can record the voicemail.The Client Onboarding Manager (COM) will have talked to the client about how to divert their calls, so they may be keen to get started before you've had chance to catch up.

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60/100

question 4

You call the client, but there's no answer! What are your next steps...

Wait 5 minutes and try again. No answer on the 2nd attempt, leave a voicemail letting them know you have been in touch and that you will drop them an email with your availability to re-arrange.

Wait for the client to call you. They will see the missed call, so know that you've tried.

80/100

Correct!

Make it a voicemail to impress, as this will now be the first time the client hears you. Drop them an email with your availability to re-arrange, and make a note in the 'Admin notes' to say you have reached out and emailed to re-arrange. Then, let the Sales person and the COM know you were not able to contact the client.

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80/100

question 5

Why is it important to provide the client with your 'bold' email address?

So all the team receive a copy

As this is my only email address

As this is my private email address

I don't have a bold address?

100/100

Correct!

Your bold email address is: firstname.lastname@moneypenny.co.uk This is the only email address your client should have for you. Everyone on your team will receive the emails sent to your bold address. Team Work!

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100/100

Completed!

Well done! Have fun with your new clients.

Wrong!

Don't worry - try again!

TRY AGAIN

WRONG!