Helix House · Randwick

Client Care Desk

Customer Experience Consultant — daily call queue & success measures
0
Intro calls open
0
Conversion calls open
0
Cancellation calls open
0
Completed today
–
Call coverage, this month

Today’s call queue

Intro/conversion suggestions come from Momence via Supabase; cancellation suggestions arrive in real time from the cancellation form. Add a client, work the list, tick off each step, and jot notes as you go.

0 open
Suggested — trial clients (Momence)
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0 open
Suggested — trial ending soon (Momence)
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0 open
Suggested — cancellation form submissions (real time)
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KPI Tracker

Call coverage–
Intro/conversion calls completed ÷ added, this month
Intro → membership–
%
Enter from the monthly Momence report
First-to-second visit–
%
Enter from the monthly Momence report

Suspensions

Suggestions come from Momence’s freeze flag. Cancellations are tracked as a call queue now (left column), sourced from the cancellation form.

0
Suspensions, this month
Suggested — frozen in Momence, not yet logged
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