May 21, 2025 Weekly Success - Interaction Logs

The training demonstrates how to properly document reschedules, complaints, compliments, schedule changes, and internal notes to improve accountability, communication, and reporting.

1. Introduction & Context (Timestamped)

• 0:00 – 8:00 | Welcome & Connection

  • Informal welcome, relationship building, team check-ins

  • Office conversation, scheduling chatter, rapport building

  • Set context before training begins

  • Mark this section as non-training / relationship building

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2. Core Training Section (Timestamped)

• 8:00 – 53:00 | How to Use the Interactions Log

  • Navigating the Interactions Log

  • Adding interactions

  • Logging complaints vs compliments

  • Using comments effectively

  • Cleaning notes vs internal notes

  • Saving notes for one visit vs all future visits

  • Filtering interactions (complaints, compliments, reminders, schedule changes)

  • Reviewing history and identifying patterns

  • Assigning follow-ups from interactions

  • Practical workarounds discussed live

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Additional Training Resources

Interaction Logs Overview