Call Scheduling
Solution
Schedule call windows between clients and staff
Benefits
- Reduce time spent scheduling phone calls
- Send materials in advance to help clients prepare for call
Use Cases
Schedule intake call to finish enrollment process for eligible client – ensure a staff person is available to conduct the call in the appropriate language
Schedule 1-1 follow-up calls after surveys and events
How It Works
Upload Contacts / Promote Text to Opt-In
Write a short 3-question survey
Clients indicate which days/times are available for a phone call
Case managers will receive an email indicating days/times of client availability
Clients receive a list of items to prepare in advance of the call
Clients receive a text reminder for their call window
See engagement metrics