Phone
Sales
Scheduling
Production
Service
100

This is the max amount of times a phone should ring.

What is 2 rings?

100

Sending one of these in your own handwriting can leave a customer impressed for life.

What is a thank you note?

100

You should do this 2 days before an appointment.

What is confirm the appointment?

100

You should ask the customer to fill this out when the project has been completed.

What is a "Job completion review and questionnaire?" 
100

The office should do this one day after a service appointment.

What is a "Follow-up call?"

200

When putting someone on hold, remember this phrase is a question, not a statement.

What is "Can you hold please?"

200

Great salespeople use this skill by asking questions, paying attention, and understanding the customers needs.

What is active listening?

200

Email this before the sales person arrives, including a personal profile, company information, references, and awards

What is a "Pre-mailer?"

200

Once a job has been scheduled, we send this to the customer with install detail, preparation instructions, and a questionnaire for special instructions.

What is a "Pre-install package?"

200

This approach involves showing a customer a new problem, demonstrating it, and ask if they want to know the solution.

What is "offering other products?"
300

This is the courteous way to wrap up a phone call.

What is "Thank them for calling."

300

Do this within 10 days after an install to check and make sure everything is okay is called

What is a post-installation call?

300

This is what sales schedulers should say right after a customer requests and estimate.

What is "You've called the right place!"

300

You can do this to help respect the customers property during an installation.

What is "Covering items, controlling dust, and avoid unnecessary damage."

300

After completion with a service appointment, this involves explaining your work, checking if the homeowner is satisfied, and mention any extra work done.

What is "Review what you did."

400

Be sure to repeat this back at the closing of the call.

What is day and time of the appointment?

400

Instead of making promises to a customer, salespeople should provide this to ensure clarity and accountability.

What is documenting what we sold?

400

Make sure the customer knows they can call anyone in this department about questions for an install.

What is the production team?

400
This is what its called when we add stickers to the products we installed.

What is "Branding the house?"

400

If a serviceman can not solve a problem, the manager rearranges resources so that this can be accomplished.

What is "getting it fixed today"

500

This is the type of transfer when it will be the customer on the other line when answering.

What is a cold transfer?

500

Accuracy matters. This principle ensures the production team is prepared.

What is measuring and pricing the job correctly?

500

At the end of the call, you should tell the customer these things about the salesperson coming out.

What are positive things about the salesperson?

500

This rule says when you get within 10 feet of a customer you do this and 4 feet you do this.

What is "10-4 rule. Smile and make eye contact at 10 feet, 4 feet greet them verbally."

500

Stay in touch with customers regularly, offering ongoing services or check-ins to maintain the relationship.

What is "Being present every year?"

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