SUPERVISOR ANNUAL EVALUATION FORM
Supervisor Annual Evaluation Quiz
Test your knowledge on the Supervisor Annual Evaluation Framework with this comprehensive quiz! Whether you are a supervisor looking to evaluate your practices or a team member wanting to understand the key criteria, this quiz is designed for you.
Key Features:
- 10 engaging questions
- Multiple-choice and text response format
- Assess your understanding of your role
The prospect/client phone number should be the first thing we use when searching the account in Keap.
True
False
Past Clients who are re-enrolling with appointment scheduled- Note in Keap will be "Case Update Appointment Confirmed"
True
False
Prospect email response Note in keap should be titled:
Account Notated
Account Update
Email Sent
Account Check
Account Note
Consultation Appointment Confirmed
Ticket Note
This must always be included in your keap notes
Date, Time and Ticket Number
Date and Ticket Number
Ticket Number
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