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3 Steps to a Sane Vacation |
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| STEP 1 Arrange Coverage! | ||||||
| Arrange for someone to cover your business. (not the manager!) | ||||||
| This person should have access to to your: Office / Files / Mail / Faxes / v-mail* / e-mail* | ||||||
| *if you do NOT want to give access to your voice mail and e-mail you should change your | ||||||
| outgoing message on your voice mail out going to include the name and number of who | ||||||
| they can call. | ||||||
| You should also set your ‘out-of office asst’ on your e-mail. | ||||||
| You should go over, with the person covering for you, all files that may have "activity" while you are gone. | ||||||
| Establish whatever compensation the covering agent will receive! | ||||||
| STEP 2: Communicate, communicate… COMMUNICATE! | ||||||
| Communicate with ALL Clients (Under contract) that you will be out of the office, and who is covering your business. | ||||||
| Communicate with Beryl the following: | ||||||
| > Dates you are out of the office. | ||||||
| > Who’s covering while you’re out. | ||||||
| > Any specific activities that may occur on a file: (special Faxes, pick-ups & deliveries) | ||||||
| > An emergency phone number. (Optional) | ||||||
| We have a special "Vacation Grid" that will be at the front desk to help our staff direct your calls. | ||||||
| When someone calls for you, and you’re out of town, the staff has will say: | ||||||
| "(Agent name) is out of the office until (return to office date). | ||||||
| His/her calls are being handled by________" | ||||||
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