Past Clients Guide - Referral Marketing.pdf

Thank you [Name] for agreeing to do this survey. Your answers will really help me to become even better at what I do. Alternatives to an Emailed Survey In some cases, with certain clients, it might be easier — and preferable — for you to skip the online survey and ask questions over the phone and record the answers (with permission, of course). You can record the conversation between yourself and your clients using a service offered through Rev.com. The Rev Call Recorder is a professional call-recording app that captures your calls and allows you to transcribe important conversations. It’s perfect for recording phone interviews, sharing call recordings, and reviewing conversations. How to Record and Transcribe Phone Calls This helpful how-to is courtesy of Rev.com: 1. Download the Rev Call Recorder app in the iTunes or Google Play App Store. 2. Open the app, enter your mobile phone number and tap “Next” to get an SMS text confirmation to your phone. 3. You will receive a text message with a four-digit code. 4. Enter the code and press continue. 5. Enable push notifications to be alerted when your recordings and/or transcripts are complete. This is optional but recommended. 6. From here, you’re all set up and recording a call is easy. Simply tap on the green call button to start a new call recording. 7. If you’re recording an outgoing call, enter the number you want to call or use your contacts. For incoming calls, the app will automatically detect that you already have a call on the line and skip this step. 8. The Rev Call Recorder number will pop up. It’s +1 (415) 738-2935. Tap call to record. 9. Once you’re dialed into the Rev Call Recorder, simply tap call again to connect to your call. 10. When the person you’re calling answers the phone, don’t forget to select “merge calls” to add them to the recording. 11. At this point, you can also add additional people to the call by simply tapping on the “+ add call” button. 12. End the call to stop recording. Once done, your recording will be automatically & securely stored in the app — simply open the app to find it. Now you can share, transcribe, store, or delete recorded calls in the Rev Call Recorder app.

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