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[[CC the RM's coach in this email]] Hey [NEW AM]! Congrats on being the new AM for [CLIENT NAME]. I wanted to loop you in on this client's history with Client Copy WOW. [CLIENT NAME] was on Copy WOW from Date-Date. [[If client was on CCW multiple times, we can just prioritize takeaways from the most recent time provided it's within the last 12 months]] Here’s why: [list of pain points] Here’s what we did on Copy WOW to address those pain points: [actions we took] Here’s a few client-specific pink flags to look out for in the future. If you see these client-specific pink flags, connect with your coach. [list of client-specific potential pink flags]
Mark as private (unlisted)
for 30 minutes
for 6 hours
for 1 day
for 1 week
for 1 month
for 1 year
everlasting (like CCCP)
