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APPENDIX D: Tools: Phone Scripts, Reminder Letters, Postcards Followup Phone Script for Individuals at Increased Risk Introduction: Good morning/afternoon. May I speak with DOB: (Full Name) (Note:
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The follow-up phone script is used to document and guide follow-up phone calls with clients or customers.
Employees or representatives who make follow-up phone calls are required to file follow-up phone scripts.
The follow-up phone script should include details of the phone call, including the purpose of the call, key points discussed, and any actions taken.
The purpose of the follow-up phone script is to ensure consistency and effectiveness in follow-up phone calls.
Information such as date and time of the call, name of the client or customer, reason for the follow-up, and any follow-up actions needed.
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