Plan with Poise
Poised Priority
Preferred Communication Method:
*
Preferred Communication Method:
Business Hours (include peak days/times):
*
Average weekly client volume:
*
Priority Areas ( 1 = highest)
*
Priority Areas ( 1 = highest)
Actions I can take without approval:
*
Actions requiring approval:
*
Estimated weekly admin workload:
*
Estimated weekly admin workload:
How often do you expect to do updates?
*
How often do you expect to do updates?
Which systems or tools are you currently using?
*
Which systems or tools are you currently using?
Which tasks would you like me to manage?
*
Which tasks would you like me to manage?
How would you like communication handled?
*
How would you like communication handled?
Approved communication tone:
*
Approved communication tone:
Preferred responses priority (keep time difference in mind):
*
Preferred responses priority (keep time difference in mind):
Emergency definition (if any):
*
Any specific rules or boundaries I should know?
*
ACCESS & PERMISSIONS (VERY IMPORTANT)
The data shared here will remain between Plan with Poise and the client until the end of services rendered, or otherwise arranged.
Preferred method for granting access
*
Preferred method for granting access
Untitled checkboxes field
