Salesforce
Taylor Morrison
CONTRACT OPERATIONS
SAFETY
WHERE IN THE &#%$
DO I FIND THIS?
DO I FIND THIS?
100
Is required for personalized follow-up in the future.
Detailed, personalized Heart of the Home notes.
100
The year George Wimpey started his company that was eventually purchased by Taylor Morrison.
1880
100
What color must you Chatter @COPS.
Blue - so they have a clue! The @COPS in blue goes to entire team.
100
Must be worn until home is substantially complete.
Hard Hat
100
Online location to "Book a Trainer"
Sharepoint/Salestraining/Book a Trainer!
200
Required minimum number of logged calls/emails to prospects every month.
120
200
Major international architectural achievements built by TM!
The Chunnel, London Heathrow Airport, Main Street U.S.A. at Disneyland Paris.
200
The contract will go out when the CSM clicks.
EMD?
200
Code word shared with team via text or call with every employee at your community when you're uncomfortable with a customer.
Blue Folder
200
The online location you will officially request time off.
Workday!
300
The way we text customers through Salesforce so there is always a record of the communication. This helps you, the customer and other departments! Also, if someone is transferred, the new CSM has a great history to pick up from.
Mogli
300
The year Taylor Morrison went public on the New York Stock Exchange.
2013
300
Delays contract from being sent out.
Missing or incorrect documents or names?
300
When customer falls or is injured, CSM must complete this and send in that day. If Employee gets injured there is a separate one for Employees!
Incident report
300
Heart of the Home Details
Sharepoint/Sales/Heart of Home
400
How CSM's rate customers based on their being ready willing and able to purchase with timeframe.
ABCD's
400
The number of years in a row, we have been named America's Most Trusted Home Builder by Lifestory Research.
11
400
If you need more training from COPS team?
Book a COPS Trainer?
400
A customer falls, it is who will pay for all medical bills?
It depends. There will be an investigation and many factors contribute. Don't say sorry and only try to help as you can. If they need medical help, do not hesitate to call 911.
400
Pre-Contract documents for your community location
T Drive/Pre-Contract Sales Docs
500
The number of days a customer is assigned to you without additional contact from you. After 60 days - any other CSM can help the customer without the original CSM participating.
60 days.
500
Taylor Morrison built a dozen homes for Banner Hospital, so families going through treatments wouldn't pay for accommodations & could be near their family members. That same year we built a home for this popular TV show.
Extreme Makeover
500
The acceptable source(s) for Earnest Deposits.
Earnest Deposits must come from one of the buyers on the purchase agreement!
500
Visits must be scheduled with you in advance and hard hats and covered shoes must be worn, no young children on site as well.
Site Visitation policy.
500
Size of AC system for homes in your community location
.
Blue prints
lue Prints