Zak Konanz
zakkonanz@getextendly.com

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Updated October 3rd, 2025 by Zak Konanz

WLO SOP - SAMPLE -copy-149

TECH CALL (1st call) MAKE SURE THERE IS A SUBACCOUNT FOR THE CLIENT Go to main agency accountgo to the team and look for the client with the following criteria:1. name2. last name3. email4. look for an account with their domain name 5. go to survey submissions and see what business name they provided and look for an account under that name If you ca...

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