Prepare
Greet
Explore
Present
Execute
100

Being grateful for 5 things.

Setting 5 goals.

Completing 20 minutes of physical activity.

Is also known as this.

What is the 5-5-20

100

This is the most import thing we can do with our customers to set expectations and gain trust.

What is the Agenda Card?

100

This is always completed first in the Explore step.

What is, address the initial situation first.

100

This is always completed first in the Present step.

What is to create great options.

100

How you leave the work area after the work has been competed.

What is as clean as it was or better than before.

200

A clean shave or trimmed beard.

What is Physically prepared for the call.

200

Showing the customer that you respect their property by parking in the street.

What is asking if the van is parked okay.

200

This is looking at the situation that the customers is having us out for, noticing other issues and asking OELQ's.

What is a thorough evaluation of the entire home.

200

Building value is the work that is proposed, while connecting it to the words and information that the customer gave you.

What is Link it.

200

If you need to order parts, and come back to the job at a later date.

What is create a Follow-up.

300

Cleared all thoughts of the last call, or other issues outside of work.

What is Mentally prepared for the call.

300

Showing that you respect the customer's home before entering.

What is wearing shoe covers.

300

Talking to the customers throughout the call to give short updates and ask questions.

What is checking in with the customer Frequently.

300

After you have let the customer know the benefits of the solution(s) to their situation, you do this.

What is Spin It.

300

Last thing you do before you walk away from your customer.

What is Thank the customer for their business.

400

A clean Van.

What is Physically prepared for the call.

400

Noticing and commenting on the customers yard, neighborhood, or something of interest in their home.

What is making a personal connection with the customer.

400

Paraphrasing and writing down what the customer is telling us throughout the call.

What is capturing the customers words in our summary of findings.

400

After you present and before you start the work sold.  This needs to be competed.

What is contact dispatch to give them timing update.

400

This is what we need to present to and explain the benefits of all our first time and non-maintenance customers.

What is the SPP

500

Read the work history and the notes of the customer.

What is Mentally prepared for the call.

500

The last step in the greet step, as well as the agenda card.

What is creating a 5 Star Experience.

500

If wanted, letting the customer know a ballpark of the investment.  This is done before estimates are written up.

What is Price Transparency.

500

Before you present, you let the customer know a little about yourself and the company.

What is the reconnect.

500

This is what you need to let your customer know that will be sent to them after the call is completed.

What is the 5 star review and let the customer know about the survey.

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