Category Archives: RB instructions
Email request acknowledgment as soon as job is set
When you receive a new job request from a client, it is a good practice to send an acknowledgment to let the client know that you have received the request and will call a day before to reconfirm the job. …
Email cancellation confirmation as soon as job is cancelled
When a job is cancelled or rescheduled by a client, it is critical to send a confirmation to let the client know that the original job setting has been cancelled by the client. This will protect your firm from a possible law suit in the future. …
Confirm next day’s jobs by email
Instead of calling each client to confirm the next day’s job, send confirmation request emails to all clients at once first thing in the morning. …
Change the default settings for the subject line and body of emails
These instructions apply to both confirmation and cancellation emails …
Using the global clipboard
You can copy text from look-up fields in one function, then paste into the same type of fields in another function. …
Offer incentive bonus programs
Well-planned incentive bonus programs can help you attract and retain highly talented reporters. …
Know who has stopped calling
According to a marketing study, your chances of winning back a former client are statistically two to four times higher than landing a new one. …
Know what clients prefer
With today’s cutthroat competition from all sides, trying to compete on price can be a quick road to ruin for a small company. …
Printing form letters to contacts
Use RB8’s extensive variety of form letters to streamline your correspondence to contacts. …
Assigning resources quickly
RB8’s Quick Assignments allows you to quickly assign reporters to all of a day’s jobs with no clicking required. …