The Tulsa Queen
Who is Jennifer Frazee "I love to laugh very loudly and make Dave's face turn red! I enjoy wine, coffee and intellectual banter about random topics"
Customer has a questions "any question" about the estimates left by the technician.
What is send to ISR? "ISR will field the customer's questions and confirm the sale."
When CED does not transfer to ISR.
What is how does ISR looses their pay? "ISR's hourly wage is $16.50 per hour and the rest comes from their commission earned."
The Spartan
Who is Andrew Liceaga "I have a new addition to my family - Baby boy Hugo as of April the 3rd! I also enjoy the game of golf!"
Customer wants to move forward with an estimate and there are NO ISR notes.
What is Booking the job?
Score card evaluation and company revenue generated
What is how an ISR keeps their job?
The Guitar Hero
Who is Brad Hunter "I really enjoy music listening and making. I enjoy making artistic things. I love to drive fast."
Customer want to cancel a job.
What is transfer to ISR? "ISR will field the customers concerns and might be able to save with a discount."
Customer calls in requesting to talk with their Production Coordinator.
What is transfer to the ISR's. "I have recently requested cell phones for the ISR team to be able to answer their customer inbound phone calls. We will be able to answer our calls even into the evening!"
The Enigma Machine
Mike Cowan "I like to job, play board games and has been with Anthony for almost 3 years! I started in CED and later transferred to ISR. 2023 I went fulltime with ISR."
Customer would like estimates emailed to them.
What is transfer to ISR. "ISR will send the estimates and field any questions the customer may have."
Tags, ISR Claim and Notes & Pinned Notes.
What are ways ISR communicates their work on estimates.
The Ninja
Mandy Ramirez "Dog mom of 3 fur children. Loves to travel, experience great music, football Sundays and a whole lot of fashion."
Customer calls in with questions regarding a Comfort Advisor visit. (No ISR notes)
What is transfer to CA/Lead Team?
The percentage of ISR sales that make up Anthony's overall annual revenue.
What is 10%