Growth calls and notes
Your next call with your lead, its shared agenda, booking and moving calls, and the notes after each one
On this page
On the Growth plan you have a named lead on our team, and calls with them: a monthly review, plus calls whenever you need one. After each call your lead writes up the notes, so what you agreed is never lost. Calls aren't recorded or transcribed.
Your next call
Open Store Care and click the Meetings tab. Your next call sits on top:
- When - the day and time, in your time zone, and how long it is
- Join - opens the video call. A phone number shows too when there is one; a phone call shows the number to use
- Agenda - what you'll talk about. Your lead adds topics, and so can you: type it in the box and click Add. Each line says who added it
- Reschedule and Cancel call - pick another time, or cancel after a confirm step
Your next call also shows on Home, under Our team this week, with an Agenda button.
Book a call
Click Book a call at the top of Store Care.
- Time - choose from your lead's free times over the next two weeks, shown in your time zone
- How - Video call or Phone call
- What you'd like to talk about - optional; it goes on the agenda
- Click Book the call
We send the video link before the call. If you have more than one store on Growth, choose the store first.
Notes from past calls
Under Past calls, each call shows how many decisions and follow-ups it had. Click Notes to open them:
- Summary - what you talked about, in a few lines
- Decisions - what you agreed
- Follow-ups - who does what, with a due date. Ours link to the care log entry that completed them once they're done. Yours have Give to an agent, so an agent can take them on
- Call - video or phone, how long it took, who was on it
Share notes opens an email with the notes in it, ready to send to your team. Notes appear shortly after the call, once your lead has written them.
If you move from Growth to another plan, or your plan ends, your past calls and their notes stay readable.