Working with clients
Know the request. Start a useful conversation. Prepare the next step with clear messages, thoughtful calls and well-planned appointments.
Find secured opportunities and client records
Locate the right opportunity or lead, then choose the tab that answers your question.
Review a lead before first contact
Build a useful known-and-unknown brief before your first conversation.
Message a client and follow up clearly
Use actual message controls with a complete first-message and follow-up example.
Prepare for a platform call
Find the calling controls and prepare a practical three-question agenda.
Prepare and review a client appointment
Review each booking step, including title and attendee validation, time and timezone.
Find and filter secured opportunities
Find records with the actual status choices and recover an empty filtered view.
Add a lead or prepare a spreadsheet import
Choose manual entry or prepare the six spreadsheet columns correctly.
Draft with Ask UNK AI and review before sharing
Write a focused prompt, review the answer and check the selected turns before sharing.
Set appointment hours and find calendar connections
Set weekday hours and distinguish them from provider connections and client capacity.