Call Flow
Opportunities
Objections
Negative Words
Specialty
100

What are the 6 E words in order?

Enthusiasm, Engage, Empathy, Encourage, Educate, Extra Mile

100

What is one E word you are going to increase your score on this year? What will you do to make that happen? 

Choose an E word and set a goal!

100

If someone objects to our normal schedule, what is the first thing we offer them?

Urgency/Fast Track List

100

What is another way to say "diagnostic fee"? 

For our service professional to complete a thorough inspection of your system, create a customized plan for repairs and provide you with options for repair, it is only $89. (NEVER SAY THE WORD FEE!)
100

Outline all the benefits of your current membership

Discounts, priority scheduling, plumbing, tune ups etc. 

200

When we make an outbound call, what should we always do before saying the customer's name?

Introduce ourselves- say our name

200

What are 3 things NOT to say when expressing empathy?

At least, I'm sorry, I understand

200

After the FIRST time someone asks us for a price, what do we do?

Ask more questions

200

List 5 negative words we should never say

Choose 5 from our list of 40!
200

What are 3 questions we want to ask in a happy call?

What did you like/not like about your experience with us? How did you feel about working with your technician overall? 

  • From the first initial phone call with us, to the service, our website, payment processing, and everything about your experience until now, is there be anything at all that would prevent you from having us back?
  • I see that (technician) offered you some options (IAQ products, duct cleaning, surge protectors, filters etc.) that could benefit the comfort of your home. What would you like me to send you additional information on for future visits?
300

In what E word do we typically schedule the appt?

During ENCOURAGE

300

What is the main goal of every phone call?

Make the customer FEEL amazing, book the call, connect, provide a great customer experience

300

If someone asks us for a price the SECOND time, what do we do?

Create value, educate, and give them the price

300

What is another way to say "Unfortunately, we don't have pricing in the office?"

What I can do is schedule you our next available appt so that our service professional can go over all the pricing options with you after customizing a plan for repair/replacement. FOCUS ON WHAT YOU CAN DO!

300

How do you control a phone call?

You ask the questions!

400

What are 3 things we always want to say in our EDUCATE section? (refer to scorecard)

Share your goal, talk about your company awesomeness, and share expectations. After that, you can give them the price. 

400

What are some ways to de-escalate an upset caller?

Ask more questions, let them vent, always follow the E words- Engage and Encourage

400

If someone pushes back to the price we give them, what do we do?

Throw a Hail Mary- offer a coupon, waive the diagnostic, save 10% with a membership etc

400

If someone asks you if they can purchase something off of Amazon and you install it, what is another way to say NO without actually saying NO? 

What I can do is...

400

How many questions should we be asking in every call in our ENGAGE section? Why? 

at least 3-5. 

500

What are some examples of going the extra mile?

Sell a membership, review a membership, let them know you also do plumbing/hvac/generators, call them before we come, etc. 
500

Why are there so many items on the scorecard? What is the reason behind all the details?

Small details make a BIG difference! The goal is to make customers FEEL like we are different, and the only way to do that is to do things differently. 

500

If someone pushes back to the urgency list, what can we offer them?

Throw a Hail Mary- you can schedule a back up appointment and hold their spot, priority scheduling with a membership, offer after hours/emergency service call, or even create more value on why you're worth the wait

500

What is the reason for so much focus on our language? Why is it so important that we eliminate the negative words from our vocabulary and only use positive reinforcement?

Even though a negative response can be true, saying the same thing in a positive way is also true. We want to focus on the POSITIVE truth so that customers feel like we are truly happy to help them and find a solution. 
500

What is one important thing to always do when rescheduling an appointment?

Never compare them to another customer!