Sum up the pain points from last week’s training, and draft a thank-you email to the companies that came.
From the Nov 2 training notes, here are the key points and a draft email.
1. Pain points raised
- Invoices: 3 companies retype paper invoices by hand.
- Enquiries: drafting replies takes too long.
- Documents: nobody can find them, the most common one. We cover it on Nov 16.
2. Draft thank-you email
A thank-you email with the next session’s details is ready for the 12 companies that came. Have the owner check it before sending.
Checked. Save how we send these emails to the after-training procedure note.
●Added to notes · After-training procedureUndo