Call Routing
Hitches & Towing
Trucks & Trailers
General Information
Cross-selling
100

What should you do before transferring a customer?

Offer the direct number.

100

What size hitch ball(s) will our trailers accept?

2" (preferred) or 1 7/8"

100

What form of payment always requires a deposit?

Cash

100

How many warnings should you give a customer before terminating a call?



Two warnings



100

If a customer is showing ANY buying signs, what should you do?



Ask for a cell phone number/start a quote



200

How many seconds should it take for you to know what direction to go in the call?

30 Seconds or less

200

What three-part question do you ask in the hook-up book?

What is the weight rating on your hitch, ball, and ball mount?



200

Why is U-Haul giving me more days in my one-way rental than I need?



U-Haul provides one-way customers ample time to complete their move safely.



200


If you cannot complete a requested reservation change after two tries, what should your next step be?



Transfer to traffic



200


What is the term for when a customer suggests they are interested in reserving (example: "How much is the daily rate or price per mile?")?



Buying Sign



300

What department is typically going to assist when a customer asks for a manager?

Customer Service

300

What is the optimal ball height for towing U-Haul trailers?

18.5-18.75 inches


300

If a customer asks if we accept a debit card for a BP/BE, how should you respond?



A major credit card or debit card with a major credit card logo is required at time of pick up.

300

A customer is concerned that they will not need all the pre-paid moving help hours they are getting ready to reserve. What should you recommend?




Since the customer is not refunded for hours not used, recommend the least number of hours required. The customer can add more time through movinghelp.com if needed.



300


How many times does the CSF prompt you to cross-sell during an in-town truck/trailer/towing reservation?



Three times (Storage, SRIs, Moving Help)



400

If someone loses the key to their truck, where do we send them?



Roadside Assistance



400

If a customer is seeking an open trailer that can hold at least 3,800 lbs, what equipment could you offer?

AT (example: tractors, side-by-sides, aluminum siding, etc.)

400

When adding one free month of storage, does the room size have to be comparable to the one-way truck size reserved?

Yes. The room has to be a comparable size or smaller (not larger).

400

In 2022, what was the Sales Department customer satisfaction rate?



86%



400

When is cross-selling the least effective?



During the closing of the call



500


How many times should you explain something before transferring to the appropriate department?



Twice

500

Do you need the hook-up book if a customer calls needing to tow a boat? Why or why not?



No. The only thing that is needed is the weight of the boat.

500

What is a customer advantage for returning one-way equipment early?



Eliminates parking concerns; relieves the customer for being responsible for the equipment



500

Where should you send a customer who needs to pay for damaged equipment?



E-Alert



500

How many of our customers add SRIs at the location?



More than 60%



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