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General

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  1. Daily Master
  2. Marketing Bible
  3. Robo: calls and texts
  4. Routes

Impressions -A (In Person Dialogues)

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A (In Person Dialogues)

  1. A- Basic Pitch
  2. AA - Elevator Pitch
  3. AAA = MEANINGFUL DIALOGUE

Salesforce Impressions

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  1. EMs sent yesterday
  2. RPN Type, then Account (Hide Details)
  3. VIP (Accounts and Contacts)
  4. VIP Impressions - A, AA or AAA
  5. Impression History
  6. Contact Edits

Salesforce Reports

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  1. Closed Doors
  2. Rehabs
  3. MDs
  4. HOWs
  5. Clinics
  6. NFPs
  7. 3 more

CSR #3 - DM (4 - Print, SM, Fax, EM)

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  1. Direct Marketing Bible

CSR #4. Social Media

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  1. Website/ Blog
  2. Yelp
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