Restarting your business after COVID is easy when you do things in the right order.

Step 1: Watch 'Restarting Your Business After COVID' webinar recording.
Step 2: Create a New Temporary LifeCycle
Step 3: Bulk transfer all 'Active clients' to your temporary lifecycle.
Step 4: After 2 weeks move everyone back to your original LifeCycle and get back to 'normal'.

________________________STEP 1________________________

Gazelle School of Business Webinar

(Recorded May, 11 2020)

NOTE: The audio & video is a little bit choppy because everyone is using ZOOM to work from home right now.

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Create A New Temporary LifeCycle


Use your temporary LifeCycle to send a one-time message & text to all active clients.

Suggested Email text :
"We are excited to be restarting our business now that the stay-home orders are scheduled to expire on May, XX. If you need to schedule your appointment you can do so now, otherwise we will reach out the next time your piano is due for service. {{scheduling_link}}"

Suggested SMS text:

Yay! Stay-home restrictions are finally lifted. We can't wait to get back to work. To schedule your piano service {{scheduling_link}}

Only Move Active Clients

Only move 'Active Clients' to your temporary lifecycle. This is especially important if your default LifeCycle has messages enabled in the states labeled "Prospect, New, or Active". You can limit your filter to only "Active" clients when you transfer clients from one lifecycle to another.*

Why is this 'Active Client' filter important?
This 'Active Client" filter is especially important if your primary lifecycle has 'Client LifeCycle States' enabled (Prospect, New, Active, or Inactive). These states send messages to clients based on the client status, not their piano status.

Few people use the "Active/Inactive Client" state in their primary lifecycle so this is most likely only an issue in the "Prospect" and "New" client states that have messages enabled. Reassigning these clients to your primary lifecycle will probably result in these groups of clients receiving messages that are no longer relevant.

________________________STEP 3________________________

Bulk Transfer Clients To Your Temporary LifeCycle

________________________STEP 4________________________

After 2 weeks transfer everyone back to your primary LifeCycle.

Once a few weeks have passed you can transfer all your clients back to your primary LifeCycle. Just remember, when you do this it will reset all the client, piano, and appointment messages to clients who match the criteria of of each lifecycle state.

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