When To Skip “Review” Status & Change To “Closed”

When To Skip “Review” Status & Change To “Closed”

As we review Meg’s answers, the need to put a conversation on a “Review” status will become less.

Examples of when they don’t have to be “Reviewed” anymore will be added here and I’ll update you as a new scenario happens… starting with:

Scenario #1

This client has asked questions and booked an appointment… and Meg’s asked if there are any other things she can help with, but the client said that they’re “good”.

Scenario #2

Always read through the conversation and see what Meg answers etc.

BUT

After each answer, Meg asks: “Does that answer your question?”

If the client answers with “Indeed” and the conversation seems like the client’s questions have been answered, close the conversation.

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