FULL SERVICE
What is it called when a FS Expert allows you to leave the call and they call you back when the return is complete
What is FLEX PREP
What are the 2 types of assisted calls
What is Chat & Phones
This expert would ALWAYS come to MEETING and HUDDLES LATE...and then ask a question that I just gave the answer to ? BUT this expert also had great metrics and the most surveys that belong to someone else at TT ???
Who is MELANIE LEWIS
Who is CATHERINE OPPONG
I am doing the best that I can...If I get the bonus great, if not, I know that I put forth my best efforts.
We only speak positivity the goal is to get the bonus and putting forth an effort will get you the money ...we will not speak anything negative, we have plenty of time left !!!! Letssss goooo !!!
Okay, I got you...... I will let you review the report....
Who is LORI STOUT
Ends the season with 95% across the board in FS and 100% FS tNPS
This feature pairs you with a tax expert, who has experience in your unique situation based on the customers choice
What is Expert Match
How many assisted calls did Turbo Tax take as a company for the entire season
A) 3,746,895
B) 3,546.985
What is A
3,746,895
Who is EMILY BAUER ???
She ended the season with a Tnps of 92.9%
"1099-COMPOST "
Brings all the negative energy to the meeting & huddles
DM me at 1:30 and then at 1:31 for a resolution
Loved to say TT don't like me, yet they continue to pay her
Ended as one of the 4 with the highest metrics in Assisted on the team !!!
Who is TEMIS CHAPPE
This expert took the MOST calls on this team and also ended with the one of the highest CR Scores on the team and 100% tNPS in FS....oh and eats old fruit from Chick Fil A that she pays for !!
Who is Crystal Collier
She took 746 of the teams 6,036 calls
How many different types of Full Service do we offer?
What is 4
(Shopping, Expert Match, FS Sync, FS A-Sync)
How many different product types do we offer for DIWM
What is 3
Basic
Deluxe
Premium
Which team member had the highest number of SURVEYS on the TEAM at 113, a TNPS of 91% and would piece their schedule together daily adding 30min blocks at a time to get to 8-12-16hr days ...asking. bothering, pestering me daily to change her schedule
Hint ...49k estimated payment no proof no problem
Who is MONICA JOHNSON
DO THE JOB .................................
WHAT IS
THESE PEOPLE ARE PAYING YOU TO DO !!
This expert is our Gif person ....but this expert also always starts a DM or text with "Hi Ma'am, sorry to bother you" and this is probably the 5th message of the day.
Who is Brandon Hawkins
Finished the season with 98% across the board metrics in FS. 100% Tnps
What year did Full Service Start ?
What is one of the most import metrics for Assisted Calls
What is tNPS
Who had the MOST WIP on the TEAM and the highest metrics on the team in BOTH FS and Assisted ?? This expert also always reminded us of our Chrome UPDATES.... This expert also had to reluctantly end their relationship with VTO....
Who is AMY BROOKSHIRE
This expert decided not to leave any money on the table and worked 16+ hrs to meet the peak portion of the bonus and 1 of 3 experts to end the season with 100% in all metrics in FS including tNPS .
Who is KAYLA WOOTEN
Which team member is always bringing the legal pad to meeting ready to ask ALL OF THE QUESTIONS, this expert also and had the 3rd highest TNPS Score on the TEAM and ended the season with 102 surveys
Who is Amanda Burkhalter
tNPS score 92.4%
How many FS returns did we prepare on 4/15 alone
What is 19k
The entire season we prepared 596,061
This type of product offering allows you to have your return reviewed with a live expert and you can talk one-on-one with a tax expert and get advice about your return right before you file.
What is Expert Review
Who prepared the most Full Service Returns on the team, and had one of the highest Pro-Sat Scores on the team and also the lowest CST ?
Who is DON RAY
Prepared 64 Returns
Pro Sat 92%
CST 2.25
This expert still has DM's to me that have not been read because they are tooooo long. This expert leads the teams metrics with our Spanish speaking customers in Full Service and Assisted, and has one of the highest survey rates on the team
Who is ANGIE CARTAYA
Who prepared ALL of the OREGON Returns and 1 of 3 experts to end with 100% metrics across the board in Full Service including tNPS and Assisted ....this expert also tried to help a customer do a sale of a home calculation on the phone ???
Who is CHARLEY NICKS