Non Negotiables ?s
Scheduling
Call Handling
Sales Script (SM)
Lead Flow
100

At how many square footage should you recommend more than 1 truck/crew and/or advise all items may not fit in one truck/trip.

What is 2,000 sq.ft.?

100

Customer gets keys at 10AM when the apartment office opens up, what is the earliest arrival window we can give the client at the time of booking.

What is 12-7PM?

100

Before transferring a call, this should be looked up and identified

What is QID?

100

"No worries with Ameritex, this is ___ speaking, how can I help you?

What is the Opener

100

Customer is not ready to book, they have their quote and all questions answered. This is the next step

What is create a follow up?

200

For all mid-rises and high rise apartments, what question will have a direct affect on the arrival window?

What is elevator reservation?

200

The arrival time you give a client that is moving from Houston, to Dallas

What is 8-11AM?

200

Unacceptable form of transferring a call where you do not speak with the next agent

What is a cold transfer

200

"The only thing I'll need in order to complete your reservation is the trip charge. I can take that right over the phone with any major debit or credit card."

What is the closing?

200
Customer found other movers, this is the text template to keep the conversation going.

What is "Quickies: booked with another company"

300

During which question did the customer mention that an item may require additional people

What is your heaviest item?

300

The appropriate tag to give to a client that asks for the biggest truck or mentions a significant amount of items being moved 

What is 26ft truck?

300

A call log entry is documented for every call that comes in

What is Smart Moving Sales tab?

300

"one time charge and this covers the truck, fuel and mileage"

What is the trip charge?

300

You do not want your lead to be contacted or spammed

"What is Do Not Spam" lead status

400

The question that should prompt you to make sure that the item is emptied and all water lines, and/or gas lines are disconnected prior to moving.

What is "Are we moving any appliances?"

400

This is where a Houston-same day job booking gets communicated

What is the logistics channel?

400

Customer calls in with customer service complaints, OPS is currently away so this is where the information can be logged.

What is a customer service ticket?

400

The stage where you are asking non negotiable questions

What is The Discovery?

400

At day 1, what is step 3 after the call and the quote being sent?

What is "Send Email and TEXT “QUICKIES: Request For More Info" ?

500

This question prevents a duplicate or acknowledges a repeat.

Is this your first time calling or have you received a quote before or submitted anything online?

500

This window gets narrowed down the day prior to job date

What is 8-3?

500

You speak with the next agent, informed the QID and confirmed availibility

What is a warm transfer?

500

When does the hourly rate start?

What is "when the movers arrive at the first pick up location and you sign them in "

500

At what day for an unresponsive is the "Managers Special 1st sent in"

What is Day 3?