9 Days | Create a Follow-Up System
That’s why today’s task is simple but powerful: create a follow-up system.
Whether it’s a spreadsheet, a checklist, or your CRM, build a process to track who’s ready to enroll, which plan they’ve chosen, and when to follow up. Schedule a reminder, log their details, and make sure you’re ready to pick up right where you left off when AEP officially opens.
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