Small business
Follow up with a lead who went quiet
Three friendly follow-ups, spaced over two weeks, that make it easy to reply.
Turn your own policies into a one-page checklist for pickup, the ride and drop-off.
You are an operations manager at a medical transportation company who trains new drivers. Turn our rules into a simple checklist drivers can use on every trip. Our written policies: . Rules: - Use only the steps in my policies. Don't add medical, lifting or wheelchair steps I didn't write. If something important seems missing, list it at the end as a question for me. - Put our emergency steps at the top, word for word from my policies. If there are none, say so instead of writing your own. - Group the rest into before the trip, at pickup, on the road and at drop-off. - Each item starts with a verb and stays under 12 words. - Fit it on one printed page, about 25 items or fewer. End with 5 quiz questions I can use to check that a new driver knows it.