Requirements

  1. You MUST have WhatsApp installed on your mobile device with notifications ON.

  2. You MUST respond to all client messages within 12 hours (besides on weekends). Even if it’s just to confirm or acknowledge new information. Route all unknown questions to the appropriate team member.

  3. Keep all conversations within WhatsApp rather than SMS. A good secondary platform for communications can be in the Client Portal. Communication priority list:

    1. WhatApp
    2. Client Portal - Conversations
    3. Client Portal - Comments
    4. Email
    5. SMS (La Chart, Personal, etc)

Onboarding