✨ A thriving practice is all about connection!! So you need a way to keep all those calls and voicemails organized and manageable!!
This Weekly Call Activity Log PDF page will help you focus on the calls/voicemails you in addition to helping you track them all. Keep growing (and keep your awesome reputation up) by returning calls promptly (insert 😩groan here....I know I know, I don't love the "calling" part either)!!
Print as needed each week and keep your momentum going.
👉 Names (be mindful of HIPAA, of course)
👉 Topic of call/voicemail
👉 What action you took: Call back; Referral; Complete
👉 Follow-ups for next week
👉 Notes for the week
Plus space for tracking important metrics:
👉 Sessions scheduled
👉 Sessions cancelled
Curate your amazing blogs so that you can quickly and easily reference what you've written about and expand on it in the future or share with specific audiences, on specific websites, groups, etc. You're building your own archive as you create!
NOTE: this is a printable PDF which will be delivered to you electronically via email and/or direct download upon purchase. No physical product will be shipped.
✳️ The design is 8.5" x 11" letter format. If you want to print for other sizes you can scale down on your printer settings. Since every computer and printer is different, you can play around with this, but you can scale to print whatever planner or binder you use! You can also find the exact size of your planner and use those dimensions to print and cut. Unfortunately due to the number of different sizes we only make one size and do not offer printing support at this time.
➡➡WHAT YOU RECEIVE⬅⬅
Printable design in US Letter PDF File. This file contains all of the pages.
Zip file with each page saved separately.
Please note that these are digital downloadable files and you will NOT receive a physical product.
➡➡HOW TO DOWNLOAD YOUR FILES⬅⬅
Downloads are available once your payment is confirmed. If you paid with PayPal or a credit card on Etsy, confirmation might take a few minutes.
After purchasing a digital file, you'll see a View your files link which goes to the Downloads page. Here, you can download all the files associated with your order.
➡➡OTHER IMPORTANT INFO⬅⬅
Designs are designed by (c) Michelle Hardman, and are for PERSONAL USE ONLY. Please do not resell, copy, share or transfer these files.
Due to the digital nature of this item, no refunds are available. If you have any problems downloading this file please contact us and we would be happy to help.
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➡➡BACK TO SHOP⬅⬅https://www.etsy.com/shop/theprimedplanner