Are you READY?
This item is essential to both schedule readiness and client growth. You can also find it located on the outside of a school bus?
What is: Yellow space
If you are executing DAISY properly, these two columns in the CDAS reporting should show "zero" for today and tomorrow?
CDAS Commitment Conflicts and CDAS Appt Hour Conflicts
This system has an email template that can be used for contacting clients that have not filed their 2022 return?
What is: FAMS
This system, which should be reviewed daily, allows leaders to validate hours worked by the associates in their district
What is: Kronos
Harnessing "this" is to leverage the emotional and intellectual elements of the change to drive engagement and ownership.
What is: Vision
This review process should be completed a minimum "3 times per day", no matter how pretty it may be.
What is: DAISY
This helpful icon on an appointment in Appointment Manager tells the CDAS captain/DGM that we have documents uploaded and therefore more flexible options to serve the client?
What is: Paperclip
***DAILY DOUBLE QUESTION***
How much would you like to wager? If your negative or at Zero you can wager up 1000
What is: Seven Days
During the DAISY process how far in advance should we be marking an appointment as unable to confirm in order to have bookable yellow space?
What is: 48 hours
On Tuesday, Jeff referred to this as "our why."
What is:
Our purpose or "To provide help and inspire confidence in our clients and communities everywhere"
Within Appointment Manager, this is where you can locate additional information about the client, including previous year's appointment length and tenure?
What are: Appt Details Pre-Interview Info
These two great options can help you serve a client more quickly and effectively when they've made a CDAS appointment in a CDAS only office?
What are:
Digital Drop Off
Video Appointments or Teams Video Appointment
Clients in this category of WIP/Calling Campaign have made a financial commitment to us, and are a priority for us to help...even if they tell us they want to wait!
What is: Extension Filers
When engaging our clients by phone or in person this tool is a great service option for a client that just wants to get their taxes done now by a experienced Tax Professional.
What is: Fulfillment Network
In order to optimize your impact, hire to "_____." It will reduce probability of overstaffing and overscheduling, as well as will likely reduce attrition. And, it's also a great place to shop.
What is: Target
What are the three main tools/resources currently that can be used to ensure proper scheduling, both during tax season and in the pre-season?
Capacity Management (AM)
Schedule Readiness (HUB)
US Retail Resource Center
CDAS appointments can be scheduled no less than this amount of time in advance?
What is: Three Days or 72 Hours
When reviewing unstarted drop offs in Work Center, we should ensure they are assigned to a Tax Preparer and started with in this time frame?
What is: 48 hours
In TS24 this role will no longer be on the leader schedule, to help avoid labor overspend at the desk.
What is: ATL's
During Jeff's message on Tuesday, he alluded to this video as a reminder to not over-complicate executing our mission?
What is: The power of simplicity
This rate is effectively how much time in the day's schedule is filled up with client appointments?
(Hint, the higher it is, the less space you have to fill the top of the funnel.)
What is: Saturation Rate
BONUS Question:
This Fast Food Chain is an industry leader and Our New MVP Jason Mann's favorite place to eat...
What is McDonalds
According to Tommy TP's Q4 to Q2 Daily Tracker he clocked in 8 hours. His tracker indicated he completed 2 Straight to paid returns, made 22 outbound calls. Completed 1 COD. Served 1 TNS client collecting 99 dollars and followed up with 2 AOL's. What is Tommy's Prod for today according to the tracker?
.37
In order to provide the best service to clients that call in our offices, we should consistently execute these four steps of our Inbound Call Quality SOP? (ICQ)
What are:
First Impression, Identify Client Needs, Provide a Personalized Solution, Secure the Appointment
Harness the Vision, Define Expectations, Communicate, Optimize Impact and Sustain Energy
What is: What are the 5 Vectors of Leading Change