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Not using this: SCA Contact Spreadsheet (updated 2010)

• click on title for instructions and the template

Use THIS one only: 2011 edition SCA Recap Template (updated 1.3.11)

To be completed daily -- save this with the title: LASTNAMERecap.Year. Return to Eldina at the end of the week. BE SURE TO TURN IN AT LEAST WEEKLY! When you download this you may have to click 'yes' if you get a pop-up saying it is in a different format. It should open. If you have any trouble, let Rhonda know.

• 2012 Edition SCA Recap Template
• 2011 Edition SCA Recap Template

Keep written records

I strongly encourage you to make a black and white copy of the template and keep print records of your contacts, so you can recreate them if needed.

SCA Invoice (updated 1.5.10)

Take the information from your daily contact list and/or recap and complete this invoice. Email it to [email protected] and CC: [email protected] AND CC [email protected] (UPDATED 1.5.10) at a minimum monthly. All invoices must be turned in by Monday night for an ACH payment or a check to be cut that week. If the invoice arrives after that time the check will be cut the next week. Invoices are paid bi-weekly - an announcement is posted on the forum. SCA Invoice This is a MS Word document

NOTE -- if you perform any jobs for another department (i.e. proofing new web pages for IT, podcasts, etc.), it must be entered on a separate line on the invoice, clearly labeled so it is charged to the correct department.

Marketing Campaign Follow-up Contacts [updated 1.28.08]

Script for Marketing Follow-up Calls Make a positive assumption that the customer WANTS you to follow-up with a second call! Be sure to note the mutually agreed upon date and time in the notes.