UHAUL ADVANTAGES
PHONE ETIQUETTE
EARNING THE BUSINESS
SCHEDULING ADVISORIES
MISC
100

Cost to cancel a reservation

What is $0

*Budget $75.00

100

Way to greet a customer 

What is Greet each customer in a prompt, welcoming manner and give each customer your first name 

100

When to ask for the business

What is immediately after quoting the rate

100

How many scheduling advisories

What is 4

*Scheduled 

*Unscheduled

*No Availability

*I Need More Time

100

Who pays tolls

What is Customer is responsible to pay all tolls and will be billed by U-Haul within 30 days if not paid at time of travel 

200

Additional Driver Fee 

What is $0

*Budget $14.00 per driver

*Penske $10.00 per day

200

Proper way to place a customer on hold

What is only ask customers to wait or place them on hold for business reasons - Keep wait and hold time to a minimum.

200

How to ask for the business

What is in the form of a question

*Which credit card would you like to use to make this reservation?

200

#1 Advisory 

What is 100% guaranteed  -Scheduled-(Green)

- Customer is guaranteed time, location, and equipment.

200

Cost of additional miles used one way

What is $1.00 (US) $.62 (Canada)


300

U-Haul Moving Options 

What is truck share-24/7, U-Box, Moving Help, Trailers, Storage, More towing options


*Not available with Budget or Penske

300

Reason for transferring a customer 

What is only transfer a customer when absolutely necessary and only if you determine you cannot assist them 

300

Incorrect ways to ask for business

What is "All that is needed is a credit card to reserve it, there is no charge." (Not clearly asking for business, just mentioning it) 

"We can reserve with a credit or debit card" 

 "Did you want to reserve this today?" (Not mentioning a form of payment)

300

#2 Advisory 

What is Unscheduled-guaranteed to receive a call and agreement on pick up time, equipment and location - unscheduled- (Orange)

300

Towing with competitor 

What is only enclosed trailers

400

Cost of one-way environmental Fee

What is $5.00

*Budget $17.50

*Penske $9.00

400

Proper way to end a phone call 

What is asking if any other assistance is needed and mutually ending the call 

400

3 steps to overcoming objections 

What are

Understand, (repeat customers concerns)

Show a sense of urgency

Ask for the business a second time

400

#3 Advisory 

What is Preferred pickup; no availability - Guaranteed to receive a call from scheduling. - no availability-(Red)

400

Updating storage contract

What is  All information can be updated online or at the location  Do not update customers information over the phone
Do not change anything on storage accounts.  Note the account of the changes requested and who you spoke to.  
Send message to location 

500

# of locations 

What is over 22,000 

500

Steps to transfer a call 

What is 

  1. Ask the customer for permission and tell them where you are transferring them and why.
  2. Give the customer the phone number you are transferring them to in case they are disconnected.

500

Cost is too high

What is to sell U-Haul advantages 

500

Reading Scheduling Advisories 

What is Verbatim 

500

Do we rate match 

what is no instead we sell the U-Haul advantages