Special Instructions
Attendance
Scheduled appointment target/ Conversion
Scheduled revenue percentage
100

Where are the three places you can find special instructions prior to making your appointment?

At the top next to the location

On the top left corner next to DRP, by shop details box once the calendar does load.

The Attention acknowledging box.

100

Why is strong attendance important towards your performance?

Strong attendance demonstrates dependability, professionalism, and respect for the team’s time and department goals.

100

How is your inbound scheduled appointment calculated?

Its Multiplying the amount of inbound calls you have taken by the conversion target.

100

What is schedule revenue percentage? 

It's the percentage of drop to estimate appointments you schedule that bring in revenue. 

200

Why are special instructions important? 

  • Special instructions are put in place to assist the shop with accurate scheduling and potential capacity concerns
  • Setting the customer and shop up for success is ultimately providing the best customer experience
200

What method informing your TPC is not allowed? 

Texting

200

What our targets for inbound and outbound?


Inbound 39.8%

Outbound 17%

200

How can you increase your schedule revenue percentage?

By educating the customer on the Direct Repair Program

300

What does this special instruction mean?

Transfer Tesla to the shop for scheduling, CXC schedules State Farm and Allstate Only.

Transfer all other calls to the shop for scheduling

CXC can only schedule Allstate and State Farm all other carries including Tesla vehicle transfer over to the shop. 

300

How does it affect our team and department when teammates frequently call out?

It affects the whole team because others have to cover extra work, which can lead to burnout and lower productivity. It can also slow down the department’s overall performance and affect how efficiently we meet goals or serve customers.

300

Name three strategies to increase conversion?

Probing 

Active listening 

Overcoming objections

300

What would you say to a customer who wants an estimate first?

Dropping off lets us provide a complete estimate so your insurance can clearly outline what’s covered.

Doing the estimate and repair together is quicker and ensures the work is guaranteed under your insurance’s direct repair network warranty.